Please feel free to read the blog post: #investing #stocks #bonds #options
https://www.linkedin.com/pulse/week-barrons-10252026-r-f-culbertson-5pgue
Factually: (a) The equal-weighted S&P index continues to rebound, but the cap-weighted index remains under pressure. (b) There are a few risk flags being raised for global equities. (c) There was a spike in buying SHORT ETFs last week, yet cash allocations are near record lows. (d) AI is wobbling and that’s reviving the Value vs Growth debate. And (d) Fewer stocks are outperforming their indices. Overall, per Callum Thomas: I have less bullish market conviction and greater focus on downside risk. I’m less worried on asset appreciation and more focused on asset preservation. Valuations = Expensive. Macro ’n Earnings = LESS Supportive. Monetary Policy = Headwind. Sentiment ’n Positioning = Contrarian Bearish. And the Technical Charts = SLIGHT Bullish Uptrend. Please feel free to read the rest of the blog post: #investing #stocks #bonds #options
https://www.linkedin.com/pulse/week-barrons-10252026-r-f-culbertson-5pgue
Please feel free to read the blog post: #investing #stocks #bonds #options
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