Please feel free to read the blog post: #investing #stocks #bonds #options
https://www.linkedin.com/pulse/week-barrons-06132025-r-f-culbertson-dwqic
Factually: (a) We appear to be going through a “late-cycle reset”. (b) Institutional sentiment is healing, and risk appetite is resurging. (c) Retail investors are running very high equity allocations. (d) Our FED cutting rates may NOT be a good thing. (e) The IPO market is opening-up again. Overall per Callum Thomas: There is mounting evidence for the ‘Late-Cycle Reset’ hypothesis. Just like the late-90’s we’re seeing: (a) A frothy market with increasing pressures, (b) That was given ‘new life’ via a healthy correction (shaking out sentiment but doing little fundamental or enduring damage), and (c) Then will melt-up into a later and larger blow-off top. Please feel free to read the rest of the blog post: #investing #stocks #bonds #options
https://www.linkedin.com/pulse/week-barrons-06132025-r-f-culbertson-dwqic
Please feel free to read the blog post: #investing #stocks #bonds #options
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