I used this chart on my show and in a few speeches, and it turns out to be the most prescient about what would happen on Tuesday.
Folks who think they can blame this on a word (pick one) and be welcomed back into the voting public's bosom are delusional. This is a real wake-up call, but nobody wants the old guard back unless they freshen up their ideas.
.@_JoshSchafer great chart, please make version start8ng November 2022
Nice chart from the @barronsonline team highlighting the recent rotation in markets.
Charles V Payne retweeted
Nice chart from the @barronsonline team highlighting the recent rotation in markets.
Speaking of the jobs report.
This dovetails with the swooning birth rate and fertility crisis in the West, especially Europe. Not sure this isn't more Dostoevsky than Darwin.
Darwin’s theory of evolution strongly suggests that Western society ain’t gonna make it, folks.
This literally the week that Europe sees cyber attacks on critical infrastructure: freezers in supermarkets across Europe malfunctioning, an attempt to destroy food supply; temperatures in blood banks in France are being destabilised too.
We know that AI is already capable of exploiting zero-day vulnerabilities in every single operating system (!) - see what happened with PHP? Was that ten days ago?
The head of the British Intelligence service says to prepare for malicious AI-assisted cyber attacks from
China, Russia, Iran and North Korea.
European leaders are telling citizens to prep with cash, medical supplies and a few days of food and water.
North Korean hackers just used AI to automate at scale the emptying of crypto wallets at machine speed to steal a vast amount: enough to fund their nuclear weapons programme for an entire year. At $6 billion dollars it was the largest heist in history.
The cherry on the pie? Yesterday’s METR evaluation shows that Anthropic is on course to get to AGI/RSI even faster than expected, by early next year. And we KNOW that open source is only a few months behind the frontier.
And yet, we want to ban and burn data centres, literally the core infrastructure to defend us from adversaries armed with Superintelligence.
It’s going to be a bumpy ride.
CPI basket
Consumer Discretionary vs SPX
inflation sentiment U of Michigan
Diesel $3.50 Dem Jouse odds 22%
Diesel $6.00 Dem House odds 75%
Dems spent $59m making "tariffs" boogeyman so people mentioned it in exit polling.
We always talk the night before
"Coordinate"
facebook.com/reel/1166043216…
The color of the day was purple!! No, I did not color coordinate with @cvpayne in advance.
But on to the serious issues: How are you going to navigate your portfolio in these newly volatile times? I discuss new records and opportunities in Consumer Discretionary that we haven't seen in years.
Capitulation...is that you?
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'Making Money With Charles Payne'
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Charles V Payne retweeted
Tune in today at 2:00 p.m. ET to watch Ayako Yoshioka, CFA join Making Money with @cvpayne on @FoxBusiness Network.
Ayako will share her perspective on the latest market developments, recent #volatility and what investors should be watching as they navigate an evolving economic landscape.
Bam!
Nice day in a tough market! We brought this one to Making Money viewers with @cvpayne a couple weeks ago. ribit ribit 🐸🤑
Charles V Payne retweeted
If the AI data center bubble pops, it will be catastrophic for the freight market demand and the US economy.
AI data centers have driven US reindustrialization and helped US manufacturing recover from a massive slump that began in 2022 and accelerated due to tariffs.
Charles V Payne retweeted
TEXAS AT THE CENTER OF TECH: "It’s the goose that’s laying the golden egg for that state and it’s absolutely phenomenal, the economic opportunities that are there and that will be there in the future...Ironically, the governor-elect of Texas is probably the central figure right now to stop the bleeding on Wall Street." @cvpayne
Today
Bureau of Labor Statistics
The Dam has Broken...Now What?
Ive got thoughts and the perfect guest list.
@icapitalnetwork
@icapitalnetwork
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@PIMCO
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'Making Money With Charles Payne"
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Wow!
I keep hearing there has been no movement on productivity.
Productivity 3.6%, consensus 2.7%, prior 2.1%
Unit Labor Costs -0.7%, consensus 0.4%, prior 1.9%
It was curious how crude moved higher even as more ships were making it through the Strait.
Replying to @dagenmcdowell
@dagenmcdowell @cvpayne can you explain why oil prices are dropping since #Midterms2026. Nothing has changed in Iran, this looks like Wall Street could have dropped these prices any time they liked, showing who they were really all in for. #FoxNews #Foxbusiness #Midterms26 #news


























