RF's Financial News

RF's Financial News

Sunday, November 9, 2025

This Week in Barrons: 11.09.2025


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

 

https://www.linkedin.com/pulse/week-barrons-11092025-r-f-culbertson-c7swc 

 

Factually: (a) Bitcoin is rolling over: a warning sign for teetering tech stocks. (b) Investors of all types are increasingly all-in on the AI trade. (c) The AI race is heating up as an AI credit boom kicks-off. And (d) Investor sentiment is euphoric across numerous metrics while consumer confidence is slumpingOverall, per Callum Thomas: the AI bubble continues to simmer away as investors increasingly pile into the only game in town.  This has all the hallmarks of a late-cycle market, with sentiment riding high and big bets being placed.  The mid-October volatility spike continues to show that we’re in an environment where the slightest post, nudge ‘n sneeze can send shudders through an otherwise complacent marketplace.  Please feel free to read the rest of the blog post: #investing #stocks #bonds #options

 

https://www.linkedin.com/pulse/week-barrons-11092025-r-f-culbertson-c7swc 

 

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

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