11/13/2026 - The market remains in negative territory with five sectors
trading lower while Consumer Staples (XLP) is the only group
with steady gains. Investors are showing interest in the
countercyclical group amid ongoing volatility in the AI
trade. Other pockets of strength include Financials (XLF),
Utilities (XLU), Energy (XLE), and Health Care (XLV) as
investors opt for lower volatility and defensive sectors
while technology names remain unsettled....
Payne's Perspective: Dislocation Runs Amok
11/2/2026 By Charles Payne, CEO & Principal AnalystAt the start of the dotcom implosion, the rest of the market also outperformed tech badly. For several fundamental reasons, I don’t see the same scenario. I am on guard because warnings and misses usually come after a peak, but again, based on fundamentals and valuations, this is not the same.
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