RF's Financial News

RF's Financial News

Sunday, September 7, 2025

This Week in Barrons: 9.07.2025


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

 

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

 




 

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