RF's Financial News

RF's Financial News

Sunday, November 2, 2025

This Week in Barrons: 11.02.2025


 Please feel free to read the blog post: #investing #stocks #bonds #options

 

https://www.linkedin.com/pulse/week-barrons-11022025-r-f-culbertson-iplcc 

 

Factually: (a) The S&Ps gained +2.27% in Oct – their 6th monthly gain in a row.  Following 6 consecutive monthly gains, another gain is more likely. (b) Seasonally, November is historically the best month of the year.  (c)  Tech’s surging profit margins help explain their extreme highs in valuations.  Profit margins peak before stocks, and with no margin peaks – then no stock peaks.  Overall, per Callum Thomas: There is a statistical slant towards another month of gains in November.  Yet never be satisfied with a 1-sided synopsis, bad breadth, statistical tails, and/or increasingly expensive valuations.  I suggest you not get too complacent this coming week.  Please feel free to read the rest of the blog post: #investing #stocks #bonds #options

 

https://www.linkedin.com/pulse/week-barrons-11022025-r-f-culbertson-iplcc 

 

Please feel free to read the blog post: #investing #stocks #bonds #options

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