This Week in Barrons: 09.28.2025

 

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https://www.linkedin.com/pulse/week-barrons-09282025-r-f-culbertson-osvmc 

 

Factually: (a) Seasonality is soft into Oct, (b) Defensive equities are dangerously discounted, (c) Tech valuations & allocations are at generational highs, and (d) Commodities look bullish and investors are underexposed.  Overall, per Callum Thomas: when many of the most interesting charts are sounding warning signs you just can’t ignore them.  The week ahead is giving off bearish vibes, but it’s the commodity sector (including precious metals) that is getting me excited and that not many people are talking about.  Please feel free to read the rest of the blog post: #investing #stocks #bonds #options

 

https://www.linkedin.com/pulse/week-barrons-09282025-r-f-culbertson-osvmc 

 

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

 

This Week in Barrons: 09.21.2025

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https://www.linkedin.com/pulse/week-barrons-09212025-r-f-culbertson-zz9qc 

 

Factually: (a) The S&P500 remains in a strong uptrend, and resuming rate cuts has helped to unlock further new highs.  (b) Global equities are also going strong.  (c)  The wealth effects are speaking louder than soft jobs data.  And (d) There has been a surge in ETF launches recently.  Overall, per Callum Thomas, while there are some concerning signs and signals, the trend is still up and the path of least resistance for stocks looks to be: “Higher for Longer”.   And as we look at this week’s economic session; the changing US economy currently means that macro soft spots are set to get painted over by wealth effects.  It could also be the case that further bad economic news could be good news for the markets.  Please feel free to read the rest of the blog post: #investing #stocks #bonds #options

 

https://www.linkedin.com/pulse/week-barrons-09212025-r-f-culbertson-zz9qc 

 

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

 

 

This Week in Barrons: 09.14.2025

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

 

https://www.linkedin.com/pulse/week-barrons-09142025-r-f-culbertson-znlzc

 

Factually: (a) Tech and Bitcoin both peaked in August when investor allocations to equities reached a record high.  (b) Continued weak labor data makes the odds of a 25bps FED rate cut on Wednesday very likely.  Overall: While tech stocks have been riding a wave of strong fundamentals, the comparable numbers get more difficult going deeper into the year.  Headwinds include: a softening labor market, rising inflation risks, and ‘stagflation’ continuing to be front-n-center.  Please feel free to read the rest of the blog post: #investing #stocks #bonds #options

 

https://www.linkedin.com/pulse/week-barrons-09142025-r-f-culbertson-znlzc

 

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

 

This Week in Barrons: 9.07.2025

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https://www.linkedin.com/pulse/week-barrons-9072025-r-f-culbertson-pazwc 

 

Factually: (a) Tech Stocks and Bitcoin peaked in August – both seeing extremes in investor positioning.  (b) Total investor allocations to equities reached a record high.  (c) Weak labor data raises the odds of FED rate cuts.  Overall, per Callum Thomas: While tech stocks have been riding a wave of strong fundamentals, the higher they climb – the greater the risk.  And that makes August’s technical top in tech – interesting.  Aside from that there is: a softening labor market, rising inflation risks, and the teetering prospect of “good cuts vs bad cuts”.  Please feel free to read the rest of the blog post: #investing #stocks #bonds #options

 

https://www.linkedin.com/pulse/week-barrons-9072025-r-f-culbertson-pazwc 

 

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