Please feel free to read the blog post: #investing #stocks #bonds #options
https://www.linkedin.com/pulse/week-barrons-06292025-r-f-culbertson-jrnyc
Factually: (a) The price action during the first half of 2025 is characteristic of a “late-cycle reset”. (b) US Semiconductors’ market cap weight reached an all-time-high. (c) The biggest stocks are much bigger than usual, and vice versa. (d) Risk pressures continue to increase – generating bullish signals. Per Callum Thomas: The key theme of this week is a bit of marketplace examination in terms of the pressure points and risks – but if we’re witnessing a “late-cycle reset” we could witness a “What-If” bullish rally. Please feel free to read the rest of the blog post: #investing #stocks #bonds #options
https://www.linkedin.com/pulse/week-barrons-06292025-r-f-culbertson-jrnyc
Please feel free to read the blog post: #investing #stocks #bonds #options
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