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

 

This Week in Barrons: 04.19.2026

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https://www.linkedin.com/pulse/week-barrons-04192026-r-f-culbertson-rggie 

 

Factually: (a) The S&P500 has bounced back & into new all-time highs.  (b) Q1 saw a major cleanout in positioning across participants, and 2 major weak spots (Bitcoin & Software) are looking better.  (c) Global equity technicals look bullish following a “healthy correction”.  And (d) Retail allocations to cash remain around the bottom end of the range.  Overall, per Callum Thomas: Following what now looks to be a “healthy correction”, a major Q1 clean out in positioning, and positive technical developments – the path of least resistance appears higher.  Please feel free to read the rest of the blog post:  #investing #stocks #bonds #options

 

https://www.linkedin.com/pulse/week-barrons-04192026-r-f-culbertson-rggie

 

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This Week in Barrons: 04.12.2026

 

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https://www.linkedin.com/pulse/week-barrons-04122026-r-f-culbertson-8laqe 

 

Factually: (a) The S&Ps have rebounded into a key overhead resistance zone.  (b) Semiconductors have broken out to new all-time highs and are pushing tech stocks into a reset not seen since April 2025.  (c) The tech sector is driving overall profit margins to record highs.  And (d) Mega-Cap Tech stock valuations are still elevated (raising some questions).  Overall, per Callum Thomas: It’s been a textbook rally from oversold conditions.  The next steps will be key as overhead resistance looms and risk shadows are lingering in the background concerning tech’s continued strength.  Please feel free to read the rest of the blog post:  #investing #stocks #bonds #options

 

https://www.linkedin.com/pulse/week-barrons-04122026-r-f-culbertson-8laqe 

 

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This Week in Barrons: 04.05.2026

 

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https://www.linkedin.com/pulse/week-barrons-04052026-r-f-culbertson-qebfe 

 

Factually...  Factually... (a) Investor Sentiment is down, but Economic Sentiment is up.  (b) Markets appear to want to follow the Trump Weave.  (c) Blogs following the Oil Shock are highlighting the worst-case scenario. And (d) Technology sentiment is deeply oversold.  Overall, per Callum Thomas: Global equities are up from oversold areas.  Add that to April’s positive seasonality, and there is a growing body of evidence supporting a rebound. Please feel free to read the rest of the blog post:  #investing #stocks #bonds #options

 

https://www.linkedin.com/pulse/week-barrons-04052026-r-f-culbertson-qebfe 

 

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This Week in Barrons: 03.29.2026

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https://www.linkedin.com/pulse/week-barrons-03292026-r-f-culbertson-se0te 

 

Factually...  (a) The S&Ps have broken key support; therefore, bears are in control. (b) Correlations and Leveraged ETF trading all point to a bounce.  (c) Longer-term market cycle indicators are highlighting the risk of a bear market.  (d) Markets may need to change their focus from TACO to Fed Put.  (e) Midterm election malaise can produce magical (subsequent) returns.  Overall, per Callum Thomas: as short-term signals brush up against longer-term issues, markets are “getting closer” to a major market bottom.  A key conundrum is (a) whether TACO is still a thing and what’s the quick fix, or (b) whether it’s time to rebalance our attention from ‘truths’ and ‘tweets’ to FED Puts.  Please feel free to    read the rest of the blog post:  #investing #stocks #bonds #options

 

https://www.linkedin.com/pulse/week-barrons-03292026-r-f-culbertson-se0te

 

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This Week in Barrons: 03.15.2026

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https://www.linkedin.com/pulse/week-barrons-03152026-r-f-culbertson-ymhoe 

 

Factually... (a) Technically things look generally bearish, but recent history shows the tendency for rebounds. (b) Conditions are currently looking notably oversold. (c) The private markets continue to expose their vulnerabilities, but there are a few positive signs underneath all the pessimism.  Overall, per Callum Thomas, the high-level technical view is not a good look / ugly.  We have a key opportunity for a rebound next week given many oversold conditions, support levels, and a historical precedent for rebounds and rallies even if it turns into a more prolonged bearish episode.  Please feel free to read the rest of the blog post:  #investing #stocs #bonds #options

 

https://www.linkedin.com/pulse/week-barrons-03152026-r-f-culbertson-ymhoe 

 

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This Week in Barrons: 03.08.2026

 

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https://www.linkedin.com/pulse/week-barrons-03082021-r-f-culbertson-hzwte 

 

Factually... (a) The S&Ps have broken a key short-term support level – granted from a point of stretched sentient & valuations; therefore, risk of further downside is elevated. (b) Software stocks are bouncing from cheap and oversold conditions.  And (c) Energy stocks are getting a geopolitical boost with room to run.  Overall, per Cullum Thomas: The technical picture is enough to make one pause and think.  With the various parallels to 2022, this certainly heightens the risk management senses.  And yet there remain some very interesting sector setups.  Please feel free to read the rest of the blog post:  #investing #stocs #bonds #options

 

https://www.linkedin.com/pulse/week-barrons-03082021-r-f-culbertson-hzwte 

 

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