4/30/2026 - The market continues to be unshakable by factors that have
totally derailed it in the past. Bond yields are soaring.
Crude oil is soaring. And the Federal Reserve has become a
political mess that could soon lose whatever credibility it
has left. When the market gets into this kind of zone, the
“experts” (mostly curmudgeons and dyed-in-the-wool bears)
say it's unhinged and irrational, but I think the stock
market is more rational now than any time I’ve ever seen it....
Payne's Perspective: Did Someone Say, “Coiled Spring?”
4/20/2026 By Charles Payne, CEO & Principal AnalystThere has never been a greater divergence between semiconductors and software stocks. Even hardware enjoys its largest margin of strength against software, which was famously supposed to make hardware obsolete.We will keep an eye on the situation, but are confused about why we don't know the answer.
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