RF's Financial News

RF's Financial News

Sunday, November 9, 2025

This Week in Barrons: 11.09.2025


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

 

https://www.linkedin.com/pulse/week-barrons-11092025-r-f-culbertson-c7swc 

 

Factually: (a) Bitcoin is rolling over: a warning sign for teetering tech stocks. (b) Investors of all types are increasingly all-in on the AI trade. (c) The AI race is heating up as an AI credit boom kicks-off. And (d) Investor sentiment is euphoric across numerous metrics while consumer confidence is slumpingOverall, per Callum Thomas: the AI bubble continues to simmer away as investors increasingly pile into the only game in town.  This has all the hallmarks of a late-cycle market, with sentiment riding high and big bets being placed.  The mid-October volatility spike continues to show that we’re in an environment where the slightest post, nudge ‘n sneeze can send shudders through an otherwise complacent marketplace.  Please feel free to read the rest of the blog post: #investing #stocks #bonds #options

 

https://www.linkedin.com/pulse/week-barrons-11092025-r-f-culbertson-c7swc 

 

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

Sunday, November 2, 2025

This Week in Barrons: 11.02.2025


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

 

https://www.linkedin.com/pulse/week-barrons-11022025-r-f-culbertson-iplcc 

 

Factually: (a) The S&Ps gained +2.27% in Oct – their 6th monthly gain in a row.  Following 6 consecutive monthly gains, another gain is more likely. (b) Seasonally, November is historically the best month of the year.  (c)  Tech’s surging profit margins help explain their extreme highs in valuations.  Profit margins peak before stocks, and with no margin peaks – then no stock peaks.  Overall, per Callum Thomas: There is a statistical slant towards another month of gains in November.  Yet never be satisfied with a 1-sided synopsis, bad breadth, statistical tails, and/or increasingly expensive valuations.  I suggest you not get too complacent this coming week.  Please feel free to read the rest of the blog post: #investing #stocks #bonds #options

 

https://www.linkedin.com/pulse/week-barrons-11022025-r-f-culbertson-iplcc 

 

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