RF's Financial News

RF's Financial News

Sunday, May 3, 2026

This Week in Barrons: 05.03.2026

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

 

https://www.linkedin.com/pulse/week-barrons-05032026-r-f-culbertson-48q4e 

 

Factually: (a) The S&Ps gained +10.4% in April (+5.3% YTD), and a good (>5%) April bodes well for the rest of the year.  (b) Microcap stocks are making a big move = a good sign for all stocks.  (c) There was a big pivot in preference from cash-flow back to capital expenditures (capex).  (d) And Value Investing may be dead (for the time being), but don’t ignore valuations altogether.  Overall, per Callum Thomas: This was a near textbook healthy correction, and unless some new bad news or shocks show up – the path of least resistance is onwards and upwards.  Please feel free to read the rest of the blog post:  #investing #stocks #bonds #options

 

https://www.linkedin.com/pulse/week-barrons-05032026-r-f-culbertson-48q4e 

 

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