Please feel free to read the blog post: #investing #stocks #bonds #options
https://www.linkedin.com/pulse/week-barrons-7202025-r-f-culbertson-bqmqc
Factually: (a) Semiconductors (along with their market cap weight) made further ATHs. (b) History tells us that the semis are normal & healthy, but need to be monitored. (c) Market cap Put/Call ratios and stretched valuations = stocks that are late in the cycle. And (d) Market booms start with good reason, and end when things get unreasonable. Overall, it’s a good opportunity to take a minute and look at the markets – as they relate to the risk and cycles outlook. Learning from history means learning to identify risks, opportunities, and what may come next. Please feel free to read the rest of the blog post: #investing #stocks #bonds #options
https://www.linkedin.com/pulse/week-barrons-7202025-r-f-culbertson-bqmqc
Please feel free to read the blog post: #investing #stocks #bonds #options
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