7/24/2026 - Only 42% of the S&P 500 (SPX) finished higher yesterday, as
Industrials (XLI) led the charge on strong earnings. There
was an odd reaction to the Iran conflict, with defense
stocks plunging big time. Defense was by far the best-
performing theme, with all the individual categories
enjoying strong moves higher. Nanotechnology also caught my
eye, along with space technology and environmental
sustainability names. Transports (TRAN) continue to impress....
Payne's Perspective: Here Comes Earnings & Warsh
7/13/2026 By Charles Payne, CEO & Principal AnalystInterestingly, bear market crashes always catch retail investors off guard and wipe out everything, even stocks that have made monster gains. It's been rough sledding for active fund managers.
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