RF's Financial News

RF's Financial News

Sunday, June 15, 2025

This Week in Barrons: 6.15.2025



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


https://www.linkedin.com/pulse/week-barrons-6152025-r-f-culbertson-fv6ac 


Factually: (a) Stocks are stumbling on geopolitics (S&P back below 6000).  (b) Sentiment remains bearish and defensive.  (c) Investor allocations to stocks are historically elevated.  And (d) energy stocks are unloved, undervalued, and unprepared for oil price upside.  TIMING is key.  Per Collum Thomas: Events-n-Excuses have a habit of showing up at times when markets needed a catalyst to justify a move.  When it comes to geopolitics, the stage of the market cycle and the width of its pressure point is more important than the nature of the event.  [FYI: Watch Silver hitting $120/oz. and Gold @ $5,500/oz. over the next 2 years.]. Please feel free to read the rest of the blog post: #investing #stocks #bonds #options


https://www.linkedin.com/pulse/week-barrons-6152025-r-f-culbertson-fv6ac 


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



 

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