Please feel free to read the blog post: #investing #stocks #bonds #options
https://www.linkedin.com/pulse/week-barrons-10182026-r-f-culbertson-myyce/
Factually: (a) The equal-weighted S&P500 continues to recover, but the cap-weighted index is being weighed down by semis. (b) Small caps have really corrected, but there are reasons for optimism. (c) Private equity stocks and margin debt are sounding warning signs. And (d) the market remains skewed toward AI-related stocks. Overall, per Callum Thomas: Markets are pragmatically bullish, but closely monitoring risks. Valuations are expensive. Macro ’n Earnings continue to be supportive. Monetary Policy is neutral, but leaning bearish. Sentiment ’n Positioning are contrarian bearish. And the Technical Charts remain in a bullish uptrend. Please feel free to read the rest of the blog post: #investing #stocks #bonds #options
https://www.linkedin.com/pulse/week-barrons-10182026-r-f-culbertson-myyce/
Please feel free to read the blog post: #investing #stocks #bonds #options
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