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 

 

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

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

 

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 

 

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