Please feel free to read the blog post: #investing #stocks #bonds #options
https://www.linkedin.com/pulse/week-barrons-08172025-r-f-culbertson-9ca6c
Factually: (a) Sentiment is slipping as we head into a seasonally ‘slippery’ part of the year. (b) Valuation indicators are reaching ‘stupidly’ extreme / expensive levels. (c) More people are ‘negotiating’ with the facts. And (d) Emerging Market equities are cheap and breaking out. Overall, per Callum Thomas: It’s just another day in the late stages of the market cycle. Aside from the speculation, there’s a bull market in the number of charts showing valuation extremes and pressure points. More people are ‘negotiating’ against those facts using phrases like: “valuations don’t matter” and “it’s different this time”, but the facts are ironically what tend to give valuations a greater weight and meaning. Please feel free to read the rest of the blog post: #investing #stocks #bonds #options
https://www.linkedin.com/pulse/week-barrons-08172025-r-f-culbertson-9ca6c
Please feel free to read the blog post: #investing #stocks #bonds #options
No comments:
Post a Comment