Please feel free to read the blog post: #investing #stocks #bonds #options
https://www.linkedin.com/pulse/week-barrons-01252026-r-f-culbertson-eruxe
Factually: (a) Bears have the statistical edge in mid-term election years. (b) The global equity bull market is going strong and getting stronger. (c) Implied correlations are low which is a risk signal – like the dot-com era. (d) High valuations are supported by high expectations on profitability. (e) The energy sector is undervalued, under allocated, and under-estimated. Overall, per Callum Thomas: There are a fair amount of risk signals going off: seasonal headwinds, correlations, surging sentiment, and lofty expectations. However, markets are showing strong momentum, bullish rotation, and compelling fundamental narratives. Amongst all this there are some very interesting opportunities developing. Please feel free to read the rest of the blog post:
#investing #stocks #bonds #options
https://www.linkedin.com/pulse/week-barrons-01252026-r-f-culbertson-eruxe
Please feel free to read the blog post: #investing #stocks #bonds #options
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