Sunday, September 28, 2025

This Week in Barrons: 09.28.2025

 


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

 

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

 

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