'SCRIPT IS CHANGING': We've seen a 'stealth move' in the markets, Charles Payne says

NEIGHBORS. GOOD AFTERNOON, EVERYONE, I'M CHARLES PAYNE AND THIS IS "MAKING MONEY" AND IT'S AN INTERESTING DAY LET ME GIVE YOU MY TAKE ON THIS BECAUSE WE ALL KNOW THAT THE STOCK MARKET SCRIPT HAS BEEN WRITTEN. EVERYONE KNOWS IT IS, BUY THE DIP. BUY THE DIP. WE TALK ABOUT IT ALL THE TIME. RETAIL INVESTORS OBVIOUSLY BUY THE DIP. LOOK AT WHEN THEY ARE MOST ACTIVE ON THE WORST AND SECOND-WORST DAYS WHEN THE GREAT DAYS THEY DON'T BUY. SO IT'S A LESSON THEY HAVE LEARNED OVER THE LAST SEVERAL YEARS AND THEY ARE MAKING A KILLING WITH THIS APPROACH. B, TECHNOLOGY. RIGHT? NOW FOR ALL OF THE TALK OF FOLKS AND I HAVE A LOT OF EXPERTS WHO SAY I WANT TO GETAWAY FROM TECHNOLOGY, SO I'M DOING EMERGING MARKETS, SMALL CAPS EVERYONE IS, YOU ARE STILL BUYING TECHNOLOGY. THE RUSSEL 2000 UP 12% GUESS WHAT'S 9%? INFORMATION TECHNOLOGY. IN FACT DRILL DOWN A LITTLE BIT MORE BUY SEMICONDUCTORS, RIGHT? YOU CAN SEE BUYING SEMICONDUCTORS SURGING, EVERYTHING ELSE IS A SOLID UPTREND BUT THERE IS AN EMERGING EAGERNESS TO HAVE MORE BALANCE AND PORTFOLIOS AND THAT'S DRIVING INVESTORS INTO THINGS LIKE FINANCIALS. THESE ARE BANK OF AMERICA'S CLIENTS, YOU'RE ALSO STARTING TO BUY FINANCIALS AS WELL REALLY INTERESTING RIGHT? WE KNOW THE SCRIPT IS CHANGING BUT THE LAST TWO WEEKS WE'VE SEEN A STEALTH MOVE AND I'M GOING TO BE TOUCHING UPON THAT THIS SHOW. DOWN DAYS HAVE MASKED INTERNAL STRENGTH, SO W WEAKNESS, RATHER. DOWN DAYS WE SEE WEAKNESS, ON WEAK DAYS WE SEE STRENGTH. IT'S PRETTY ODD AND INTERESTING. CITADEL CAME OUT AND SAID YOU GO BACK TO THE START OF JUNE AND THE LAST 14 DAYS WHEN WE HAD MAJOR DOWN DAYS, ACTUALLY CONSTITUENTS OF THE MARKETS WERE UP IN FACT IF YOU TAKE THE 20 DOWN DAYS OF THE S&P, JUST RIGHT NOW, THE AVERAGE NUMBER OF STOCKS UP, THESE AREN'T DOWN DAYS, THE AVERAGE NUMBER OF STOCKS ACTUALLY HIGHER, 239. TO PUT THAT IN PERSPECTIVE, THE 20 YEAR AVERAGE IS 133. A LOT OF GREAT STUFF IS HAPPENING ON DAYS WHEN THE MARKETS DOWN. NOW, THE QUESTION IS, CAN THERE BE A WAY AWAY FROM