RF's Financial News

RF's Financial News

Sunday, November 1, 2026

This Week in Barrons: 11.01.2026


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


https://www.linkedin.com/pulse/week-barrons-11012026-r-f-culbertson-pzqfe  


Factually: (a) The S&P closed October down -0.93%, but still up +10.7% YTD.  (b) The equal-weighted S&P closed UP +4.9% in October.  (c) Midterm patterns and seasonality suggest a strong run ahead for stocks.  (d) Value stocks are making new all-time highs following the yield correction.   And (e) Global earnings breadth is running a little too strong.  Overall, per Callum Thomas: I have a neutral stance due to an increasingly adverse risk backdrop with few remaining supports.  I believe that: expensive valuations + consensus bullish sentiment + heavy exposure to equities = a dangerous risk setup.  Despite our FED’s hesitation in October, monetary policy remains on a tightening path.  Stocks remain in an uptrend, and the earnings/macro story is marginally supportive.  Valuations = Expensive.  Macro ’n Earnings = Supportive.  Monetary Policy = Multiple Headwinds.  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-11012026-r-f-culbertson-pzqfe  


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


Sunday, October 25, 2026

This Week in Barrons: 10.25.2026


 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

Sunday, October 18, 2026

This Week in Barrons: 10.18.2026

 


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


Sunday, October 4, 2026

This Week in Barrons: 10.04.2026

 


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


https://www.linkedin.com/pulse/week-barrons-10042026-r-f-culbertson-43tbe/ 


Factually: (a) The S&Ps remain in a healthy uptrend, but the equal-weighted S&Ps (SPXEW) have seen a major correction.  (b) The key driver of the equal-weighted S&P pain is rising rates.  (c) The Risk Premium surrounding equities has fallen to generational lows.  And (d) Small Caps are seeing heavily crowded shorts - potentially delivering a short squeeze as a Q4 outcome. Overall, per Callum Thomas: The overarching trend remains up for stocks, but rising rates have inflicted severe pain on rate sensitive sectors. Continue to monitor downside risks for stocks as the cycle progresses, but also upside risk in small caps + other sectors. I still believe that global  commodity equities are the place-to-be right now.  My top picks include a Uranium company (UUUU) and Ivanhoe Electric (IE) because of their new copper mining project.  Please feel free to read the rest of the blog post:  #investing #stocks #bonds #options


https://www.linkedin.com/pulse/week-barrons-10042026-r-f-culbertson-43tbe/  


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

Sunday, September 27, 2026

This Week in Barrons: 09.27.2026

 


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


https://www.linkedin.com/pulse/week-barrons-09272026-r-f-culbertson-tawke  


Factually: (a) The stock market has undergone a ‘stealth correction’ given the equal-weighted S&Ps are down more than 5% off their peak. (b) Market breadth has been beaten down, and traders have been raising cash. (c) Momentum stocks are regaining momentum, as profit margins are moving higher. (d) However, valuations remain a concern with several metrics still historically elevated.  Overall, per Callum Thomas: There are clear signs of an ‘under-the-covers pullback’ , which (optimistically) may be just the healthy reset the market needed before getting into a possible Q4 seasonal upswing.  Yet there are a number of things to watch for on the risk side: (a) Profit margin expectations are off-the-charts, (b) P/E ratios are in a danger zone, (c) Watch the rate of tightening vs inflation, and (d) World commodity equities are the place-to-be right now.  My top picks include several robotics companies along with Sunrise Energy Metal (SREMF) - a scandium miner.   Please feel free to read the rest of the blog post:  #investing #stocks #bonds #options


https://www.linkedin.com/pulse/week-barrons-09272026-r-f-culbertson-tawke   


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


Sunday, September 20, 2026

This Week in Barrons: 09.20.2026


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


https://www.linkedin.com/pulse/week-barrons-09202026-r-f-culbertson-jgwge/ 


Factually: (a) Tech stock ETF flows and Foreign flows into US stocks have recently reached record highs.  (b) CEO confidence, productivity and manufacturing measures, and freight data are turning higher.  (c) However, margin debt indicators are sounding a clear risk warning signal, and (d) Much of the market is heading into a buyback blackout window.  Overall per Callum Thomas: There is a lot of good news on the earnings and economy front as a broader cyclical upturn gets underway, but there are still lingering macro / geo-political risks.  And market warning signs like higher margin debt ‘n the upcoming buyback blackout window could derail this renewed optimism.  My top 3 picks continue to be crypto-related: HyperLiquid (HYPE), Near (NEAR), and Z-Cash (ZEC).  Please feel free to read the rest of the blog post:  #investing #stocks #bonds #options


https://www.linkedin.com/pulse/week-barrons-09202026-r-f-culbertson-jgwge/  


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


 

Sunday, September 13, 2026

This Week in Barrons: 09.13.2026


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


https://www.linkedin.com/pulse/week-barrons-09132026-r-f-culbertson-qchxe/


Factually: (a) Stocks are seeing a bit of pre-Fed jitters. (b) Breadth has been steadily deteriorating across the board.  (c) Correlations, corporate bonds, and volatility suggest caution.  (d) Liquidity conditions are set to become a headwind for stocks.  And (e) Growth has peaked vs value == semis are stagnating (for now).  Overall, per Callum Thomas: there is a distinct bearish hue to the charts this week as technical risk flags wave all around.  There is a bullish way for this to resolve, and that includes stock allocations being in a forever higher percentage of household wealth as AI-enabled growth becomes higher and links with investor-education.  The bearish take is that we have seen this movie before.  And even if we agree with the optimistic slant, with valuations and allocations this high - the margin for error is very low.  Remember: If you’re priced for perfection, you’re always hoping for nothing less.  [FYI: Hope is not a Strategy.]  My top 3 picks are: IBM (IBM) over $237, Erickson (ERIC) over $10.38, and if you love to play options - you’re gonna adore Oscar Health (OSCR).

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


https://www.linkedin.com/pulse/week-barrons-09132026-r-f-culbertson-qchxe/ 


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