Please feel free to read the blog post: #investing #stocks #bonds #options
https://www.linkedin.com/pulse/week-barrons-01182026-r-f-culbertson-dnmze
Factually: (a) Sentiment is becoming increasingly more bullish. (b) The VIX & Credit Spreads are at complacent/confident levels. (c) The transports, shipping stocks, emerging markets, and metals are all breaking out. (d) Value stocks are cheaper than usual vs history and vs growth stocks; conversely, growth stocks are more expensive vs history and vs value stocks. Overall, per Callum Thomas: The market’s mood remains distinctly bullish and perhaps justifiably so because: (a) more evidence is emerging in favor of a global growth reacceleration and (b) we’re seeing better performance from traditional cyclicals and risk-on assets. With growth stocks already expensive, and value still cheap – the next phase of this bull market may look a little unfamiliar to some. Please feel free to read the rest of the blog post:
#investing #stocks #bonds #options
https://www.linkedin.com/pulse/week-barrons-01182026-r-f-culbertson-dnmze
Please feel free to read the blog post: #investing #stocks #bonds #options
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