Please feel free to read the blog post: #investing #stocks #bonds #options
https://www.linkedin.com/pulse/week-barrons-7062025-r-f-culbertson-zqwoc
Factually: (a) The S&Ps have broken out to all-time highs, and put in a “Golden Cross” uptrend signal. (b) Seasonality is still bullish, and will turn bearish later in the year. (c) Sentiment is bullish, but policy risk is also rising. (d) And we’re back to investors running record high allocations to tech funds. Per Callum Thomas: This late-cycle reset is running its course via the “re-frothification” of markets. The bullish momentum we’re seeing could have room to run, but we have renewed QE and Trade-War-Truce expirations starting next week. I’d sell: tech, U.S. Credit, and the US dollar. I’d buy: commodities, bitcoin, and precious metal miners. Please feel free to read the rest of the blog post: #investing #stocks #bonds #options
https://www.linkedin.com/pulse/week-barrons-7062025-r-f-culbertson-zqwoc
Please feel free to read the blog post: #investing #stocks #bonds #options
