This Week in Barrons: 06.07.2026

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https://www.linkedin.com/pulse/week-barrons-06072026-r-f-culbertson-qtyve 

 

Factually: (a) It’s convenient that the Nasdaq ($42T in market cap) plunged 4.18% on Friday = $1.75T == delivering the exact liquidity required for SpaceX’s IPO this Friday. (b) With the S&P denial, investor expectations are being reset for this Friday’s IPO.  (c) Mag6 buybacks have evaporated, and the semis are closer to coming ‘Down-to-Earth’.  (d) Investors should be closing their tech shorts early this week, and (e) last week’s rotation into relatively smaller-cap financials, healthcare, consumer staples, and utilities was extremely orderly.  Overall, Friday’s rotation was just the liquidity SpaceX required for Friday’s ‘coming-out party’ and gave the semis the room they needed to at least ‘tread-water’ until the next FED meeting.  One day does not a trend make, and the trend is still our friend ... until it ends.  Please feel free to read the rest of the blog post:  #investing #stocks #bonds #options

 

https://www.linkedin.com/pulse/week-barrons-06072026-r-f-culbertson-qtyve 

 

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

 

 

 

This Week in Barrons: 05.31.2026

 

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https://www.linkedin.com/pulse/week-barrons-05312026-r-f-culbertson-n2kfe 

 

Factually: (a) The S&Ps gained +5.15% in May (up +10.73% YTD).  (b) Investor expectations, allocations, and valuations are near record highs.  (c) Buyback tailwinds have faded, and semis look heavily overbought.  (d) Stock short interest has surged to decade+ highs.  And (e) Small Caps & Software are showing us that there are overlooked opportunities out there.  Overall, per Callum Thomas: there are more signs of market extremes as a generational run in stock market speculation sets in.  While the risks and vulnerabilities are arguably rising, the trend is still your friend ... until it ends.  Please feel free to read the rest of the blog post:  #investing #stocks #bonds #options

 

https://www.linkedin.com/pulse/week-barrons-05312026-r-f-culbertson-n2kfe 

 

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

This Week in Barrons: 05.24.2026

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https://www.linkedin.com/pulse/week-barrons-05242026-r-f-culbertson-3jsie 

 

Factually: (a) The equally weighted S&P500 has broken out to new highs. (b) Space stocks are soaring following the SpaceX IPO filing.  (c) SpaceX (SPCX) could end up with an index weighting of 3%.  (d) The mega-IPO wave is a sign of the times (late-cycle signal).  And (e) the swearing-in of a new FED Chair might be a bearish omen.  Overall, per Callum Thomas, the bull market got a bit more bullish this week with the breakout of the equal-weighted index.  However, the arrival of a new Fed Chair and IPO boom point to a more volatile horizon…   Please feel free to read the rest of the blog post:  #investing #stocks #bonds #options

 

https://www.linkedin.com/pulse/week-barrons-05242026-r-f-culbertson-3jsie 

 

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

 

 

This Week in Barrons: 05.17.2026

 

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https://www.linkedin.com/pulse/week-barrons-05172026-r-f-culbertson-obive/

 

Factually: (a) Round-number-itis has hit the S&Ps as they stalled at 7500.  (b) Rates and inflation risk are the key catalysts for a selloff.  (c) The Semis look overheated following their near-vertical run.  (d) Retail has chased the rally with heavily leveraged bets.  (e)  Bulls are looking for a for broadening/rotation (e.g.? into software?).  Overall, per Callum Thomas, the market looks to be taking a breather at a technically convenient spot (the equal-weighted S&Ps are stalled at resistance, the cap-weighted rolling over from 7500).  The easy answer points to be a period of market relaxation and letting-off steam.  Please feel free to read the rest of the blog post:  #investing #stocks #bonds #options

 

https://www.linkedin.com/pulse/week-barrons-05172026-r-f-culbertson-obive/

 

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

 

This Week in Barrons: 05.10.2026

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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 

 

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This Week in Barrons: 05.03.2026

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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

 

 

This Week in Barrons: 04.26.2026

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https://www.linkedin.com/pulse/week-barrons-04262026-r-f-culbertson-kalee 

 

Factually: (a) There is a slight bearish divergence in the S&Ps.  (b) Seasonality is moving into a weaker period, and yes – seasonality tends to be better when stocks are up YTD.  (c) The Semis are surging, making multiple records and hitting extremes.  And (d) Cyclicals vs Defensives are confirming the bullish macro picture.  Overall, per Callum Thomas: There’s a couple of short-term technical risk flags to note (especially with geopolitics simmering and central banks in the wings) and plenty of pockets of froth still bubbling away in markets. But there’s also some bright spots – e.g. emerging markets, cyclicals vs defensives, and a buoyant global economy.  Please feel free to read the rest of the blog post:  #investing #stocks #bonds #options

 

https://www.linkedin.com/pulse/week-barrons-04262026-r-f-culbertson-kalee 

 

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