This Week in Barrons: 12.21.2025

 

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

 

 https://www.linkedin.com/pulse/week-barrons-12212025-r-f-culbertson-zwpqe 

 

Factually: (a) The “Presidential Cycle” points to a volatile and ranging 2026.  (b) Global stocks have significantly outperformed US stocks this year.  (c) Fund managers are running record low cash allocations.  (d) Mid-Cap stocks look cheap in absolute and in relative terms.  Overall, per Callum Thomas: It’s been a very interesting year on both the risk and return fronts.  There are a few key inflection points in play that are going to be worth keeping close tabs on into 2026.  Please feel free to read the rest of the blog post: #investing #stocks #bonds #options

 

https://www.linkedin.com/pulse/week-barrons-12212025-r-f-culbertson-zwpqe 

 

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

 

This Week in Barrons: 12.14.2025

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

 

https://www.linkedin.com/pulse/week-barrons-12142025-r-f-culbertson-m4sze

 

Factually: (a) Tech is faltering and Bitcoin remains near lows.  (b) The FED rate cuts are moving policy into a stock-friendly zone. (c) Rate cuts near all-time highs are historically bullish, and more cuts are likely.  (d) Mentioning AI during an earnings call is being rewarded, although prices can diverge from fundamentals.  Overall, per Callum Thomas: Last Friday’s sell-off appears to be a post-November aftershock, with some risks lingering; however, extending the FED rate cuts could prolong the stock rally.  Please feel free to read the rest of the blog post: #investing #stocks #bonds #options

 

https://www.linkedin.com/pulse/week-barrons-12142025-r-f-culbertson-m4sze

 

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

This Week in Barrons: 12.07.2025

 

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

 

https://www.linkedin.com/pulse/week-barrons-12072025-r-f-culbertson-oupvc 

 

Factually: (a) Years ending in 6 (e.g. 2026) tend to see weaker price action. (b) Insiders are buying up (relatively cheap) consumer staples stocks.  (c) REITs are seeing significant relative value (vs expensive stocks).  And (d) the ETF marketplace appears to be a bit frothy.  Overall, per Callum Thomas: The key takeaway from this week is that while there are some pockets of excess and risk-flags, there are many opportunities out there for those willing to look in other directions and openly explore: cheap vs history vs Mag-7.  Please feel free to read the rest of the blog post:  #investing #stocks #bonds #options

 

https://www.linkedin.com/pulse/week-barrons-12072025-r-f-culbertson-oupvc

 

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