Please feel free to read the blog post: #investing #stocks #bonds #options
https://www.linkedin.com/pulse/week-barrons-8102025-r-f-culbertson-j9szc
Factually: (a) Companies are no longer concerned about a recession. (b) Q2 earnings saw a large surge in big beats. (c) Tech stock earnings are going vertical, non-tech stocks == horizontal earnings. (d) Tech sector profit margins are at a cyclical and secular high. And (e) If Tech used to be expensive, it’s now insanely priced. Per Callum Thomas: The market continues in its lane - unbothered. The tendency for higher volatility around Aug-Sept-Oct, and the constant geo-political surprises warns against complacency. Maybe it’s just as simple as good earnings justifies expensive valuations. Please feel free to read the rest of the blog post: #investing #stocks #bonds #options
https://www.linkedin.com/pulse/week-barrons-8102025-r-f-culbertson-j9szc
Please feel free to read the blog post: #investing #stocks #bonds #options
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