Please feel free to read the blog post: #investing #stocks #bonds #options
https://www.linkedin.com/pulse/week-barrons-08242025-r-f-culbertson-uui9c
Factually: (a) There is bullish broadening, improved earnings breadth, and bullish rotations as markets trend higher. (b) There are plenty of seasonal risk flags and tech early warning indicators firing off as we head into September. And (c) Credit spreads are at 25-year lows indicating confidence & complacency. Overall, per Callum Thomas: This week’s 3 Key Themes are: (1) Markets are building bullish evidence via their technicals, rotation, and breadth. (2) The big picture risk pressures are also increasing due to expensive valuations, AI hype, and all-in positioning. And (3) The short-term seasonal risk flags are waving. Reconcile these indicators via hedging, risk management strategies, and paying attention to what price is telling you. Please feel free to read the rest of the blog post: #investing #stocks #bonds #options
https://www.linkedin.com/pulse/week-barrons-08242025-r-f-culbertson-uui9c
Please feel free to read the blog post: #investing #stocks #bonds #options
No comments:
Post a Comment