10/6/2026 - Bond yields (TNX) keep marching higher, but the stock market
is taking it in stride. I keep wondering whether this move
in bonds would have happened even without the stronger
economy and competition from corporate bonds. Treasuries are
in the worst stretch ever, and a 40-year bear market is
potentially just getting started....
Payne's Perspective: Muse Moment Ignites Market
9/28/2026 By Charles Payne, CEO & Principal AnalystMeta’s Muse disrupts “consumer inertia” stocks — “the tendency to keep buying something out of habit even when a better alternative exists.” Banks, financial services, consumer services, media and entertainment – we are paying for stuff out of habit when there are better alternatives.
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