This Week in Barrons: 03.30.2025

 

Please feel free to read the blog post: #investing #stocks #bonds #options

https://www.linkedin.com/pulse/week-barrons-03302025-r-f-culbertson-4ubnc 

Factually: (a) The S&Ps failed to retake their 200-day moving average.  (b) Whether the 5550 level on the SPX can act as support – is the next big test.  (c) Semiconductor sales and many market indicators are turning significantly lower.  (b) In general, market tides are moving out.  But, Tariff Day is coming.  Per Callum Thomas: “Learn to love the cycle; to be a victor not a victim, and learn to keep things in perspective.”  Please feel free to read the blog post: #investing #stocks #bonds #options

https://www.linkedin.com/pulse/week-barrons-03302025-r-f-culbertson-4ubnc 

Please feel free to read the blog post: #investing #stocks #bonds #options

This Week in Barrons: 03.23.2025

 

Please feel free to read the blog post: #investing #stocks #bonds #options

https://www.linkedin.com/pulse/week-barrons-03252025-r-f-culbertson-erwtc 

Overall per Callum Thomas: There are a lot of short-term, tactical indicators (e.i. sentiment, math, etc.) are oversold == buys, but all of the medium-to-longer term indicators are bearish and not even close to nearing a BUY.  Please feel free to read the blog post: #investing #stocks #bonds #options

Please feel free to read the blog post: #investing #stocks #bonds #options

https://www.linkedin.com/pulse/week-barrons-03252025-r-f-culbertson-erwtc 

This Week in Barrons: 3.16.2025

Please feel free to read the blog post: #investing #stocks #bonds #options

https://www.linkedin.com/pulse/week-barrons-03162025-r-f-culbertson-9ojqc

Overview: (a) Last week, stocks bounced off of key support levels.  (b) Short-term sentiment is washed out, and arguably the market was looking for any excuse to rally.  (c) The inconvenient truth is that the market has peaked at expensive valuations – giving it a wide path to correct.  Per Callum Thomas: conditions are ripe for a short-term rally, but that rally is likely capped and range-bound at best.  Unfortunately, none of the medium to longer-term risk signals have been resolved, and will require more time to change.  Please feel free to read the blog post: #investing #stocks #bonds #options

Please feel free to read the blog post: #investing #stocks #bonds #options

https://www.linkedin.com/pulse/week-barrons-03162025-r-f-culbertson-9ojqc

This Week in Barrons: 3.2.2025

 

Please feel free to read the blog post: #investing #stocks #bonds #options

https://www.linkedin.com/pulse/week-barons-232025-r-f-culbertson-7fbbc 

There are many short-term indicators that will make it easy for the market to bounce, but an ever-increasing body of more longer-term/cyclical bearish evidence is sitting on the horizon.  We’re at a dangerous point in the cycle – especially with an uncharted policy backdrop.  Per Callum Thomas: (a) The S&P declined -1.4% in Feb., but is still up 1.2% YTD.  (b) Consumer + Wall Street expectations are coming off their highs, and this spike in bearishness may help the market bounce.  And (c) foreign money-flows have helped maintain the “U.S. Exceptionalism Bubble”.  

Please feel free to read the blog post: #investing #stocks #bonds #options

https://www.linkedin.com/pulse/week-barons-232025-r-f-culbertson-7fbbc