RF's Financial News

RF's Financial News

Sunday, May 10, 2026

This Week in Barrons: 05.10.2026


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

 

https://www.linkedin.com/pulse/week-barrons-05102026-r-f-culbertson-1wy3e 

 

Factually: (a) The equal-weighted S&Ps have stalled at resistance, while the market cap-weighted is back to outperforming equal-weighted.  (b) We are potentially in the blow-off top phase of the market cycle.  (c) Investors are all-in on stocks (and all-out of bonds).  And (d) several major shifts in market structure have just begun.  Overall, per Callum Thomas, the market continues to press higher (lead largely by big tech/AI) and investors (in aggregate) are all-in on growth and the stock bull market continuing.  Yet, there are a few major changes in market structure that investors need to be aware of and some very interesting corners of the market that many are overlooking…  Please feel free to read the rest of the blog post:  #investing #stocks #bonds #options

 

https://www.linkedin.com/pulse/week-barrons-05102026-r-f-culbertson-1wy3e 

 

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

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