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 

 

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This Week in Barrons: 03.01.2026

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https://www.linkedin.com/pulse/week-barrons-03012026-r-f-culbertson-qmele 

 

Factually... (a) The S&Ps fell -1% in the month in February, but its equal-weighted version gained +3.4% in February and +6.8% YTD.  (b) Rotation remains a key theme, and Value vs Growth rotation has clear fundamental support. (c) However, there remain some compelling causes for optimism.  Overall, per Callum Thomas, the rally in cyclicals/value is helping offset tech-troubles.  There is clear and compelling macro-fundamental support for a rotation – along with a necessary cooling-off of the tech/AI hype.  It’s a classic case of overinvestment in capex on the AI front, but the news is not all bad.  Please feel free to read the rest of the blog post:  #investing #stocs #bonds #options

 

https://www.linkedin.com/pulse/week-barrons-03012026-r-f-culbertson-qmele 

 

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This Week in Barrons: 02.22.2026

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https://www.linkedin.com/pulse/week-barrons-02222026-r-f-culbertson-65wqe 

 

Factually... (a) A bullish, broadening rotation remains in play. (b) Tech stocks remain troubled. (c) AI spillovers are helping (already bullish) commodities, and commodity stocks (as a group) are looking great.  Overall, per Callum Thomas... The U.S. tech rotation into non-tech, and U.S. centric moving into global – are 2 bullish rotations that remain in play.  These are helping make the tech troubles less of an issue if you’re playing the indexes.  There is a risk that tech gives way to a broader downside; therefore, it’s worth keeping close tabs on tech (among other things).  Please feel free to read the rest of the blog post:  #investing #stocs #bonds #options

 

https://www.linkedin.com/pulse/week-barrons-02222026-r-f-culbertson-65wqe 

 

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This Week in Barrons: 02.15.2026

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https://www.linkedin.com/pulse/week-barrons-02152026-r-f-culbertson-tyfpe 

 

Factually: (a) U.S. Tech stocks (particularly software) remain under pressure.  (b) Investor exposure to tech is at historically elevated levels.  (c) Surging tech capex is coming at the cost of buybacks.  (d) Private equity stocks are also coming under pressure.  And (e) Defensive stocks and commodities are movin’ up.  Overall, per Callum Thomas… We are at a challenging juncture in markets.  Tech stocks have peaked from a point of major overvaluation and historically high allocations.  So, keep a close eye on tech and financials for purposes of risk management and additional rotation into defensives – while remaining with the bullish outlook in cyclicals, global equities, and commodities.  Rotation remains the theme.   Please feel free to read the rest of the blog post:  #investing #stocs #bonds #options

 

https://www.linkedin.com/pulse/week-barrons-02152026-r-f-culbertson-tyfpe

 

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This Week in Barrons: 02.08.2026

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https://www.linkedin.com/pulse/week-barrons-02082026-r-f-culbertson-xaswe

 

Factually: (a) Markets are deciding how broad this rally should be. (b) Investor cash allocations are at cycle lows and equity allocations are at cycle highs.  (c) Global vs US equities are at an inflection point.  And (d) despite some overheating, the Emerging Market equities have room to run.  Overall, per Callum Thomas: While last week saw some particularly turbulent price action within metals & tech (software slumping because of AI threats), we’re also seeing further progress the bull market broadening.  Rotation is currently the theme.   Please feel free to read the rest of the blog post:  #investing #stocks #bonds #options

 

https://www.linkedin.com/pulse/week-barrons-02082026-r-f-culbertson-xaswe

 

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