RF's Financial News

RF's Financial News

Sunday, June 1, 2025

This Week in Barrons: 6.01.2025

 


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


https://www.linkedin.com/pulse/week-barrons-6012025-r-f-culbertson-msebc


Just the Facts:  

  • - The S&Ps closed up +6.2% in May and +0.5% YTD.  This ranked the U.S. lower than the rest of the world on the YTD returns scale for the first time.
  • - Sentiment rebounded in May, and remains historically high.
  • - Big Tech is seeing small job growth and virtually zero M&A activity.
  • - As life expectancy increases, people are Working-for-Longer.

Overall, per Callum Thomas: This pattern has the Bull-Case being a late-90’s, late-cycle reset, and the Bear-Case being the bull-trap that occurred prior to the 2008 Great Financial Crisis.  Please feel free to read the rest of the blog post: #investing #stocks #bonds #options


https://www.linkedin.com/pulse/week-barrons-6012025-r-f-culbertson-msebc


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


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