https://www.linkedin.com/pulse/week-barrons-1192025-r-f-culbertson-li9oc
(1) Markets rebounded off oversold conditions, but sentiment has also shifted from bullish to neutral/bearish. (2) Retail flows have moved from doubt to hype – further fueling the ‘degenerative economy’ trade. However, earnings per share for Defensive stocks has reached a decade+ low. (3) Finally, Tech will not go quietly into this good night, and an interesting play is to: Replace Bonds (in the 60/40 portfolio) with Bitcoin + Defensives.
Please feel free to read the blog post: #investing #stocks #bonds #options
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