7/6/2026 - Last week, there was more evidence of rotation, which will
be masked but unchanged in the down sessions, as the biggest
names meander or drift lower. Keep in mind that 71% of the
S&P 500 (SPX) closed higher last Thursday. The question is
whether this is temporary or long-lasting. Right now, I
think it’s the former, but it still requires some
adjustments....
Payne's Perspective: Happy Birthday, America
6/29/2026 By Charles Payne, CEO & Principal AnalystWe are at $1.7 trillion and counting – Americans must maintain the momentum. Prices are climbing in the electrical component of inflation readings, but it's less than 2% of Gross Domestic Product (GDP) inputs, and there are enormous positives. There is job creation and higher wages.
Read more.