Please feel free to read the blog post: #investing #stocks #bonds #options
https://www.linkedin.com/pulse/week-barrons-02152026-r-f-culbertson-tyfpe
Factually: (a) U.S. Tech stocks (particularly software) remain under pressure. (b) Investor exposure to tech is at historically elevated levels. (c) Surging tech capex is coming at the cost of buybacks. (d) Private equity stocks are also coming under pressure. And (e) Defensive stocks and commodities are movin’ up. Overall, per Callum Thomas… We are at a challenging juncture in markets. Tech stocks have peaked from a point of major overvaluation and historically high allocations. So, keep a close eye on tech and financials for purposes of risk management and additional rotation into defensives – while remaining with the bullish outlook in cyclicals, global equities, and commodities. Rotation remains the theme. Please feel free to read the rest of the blog post: #investing #stocs #bonds #options
https://www.linkedin.com/pulse/week-barrons-02152026-r-f-culbertson-tyfpe
Please feel free to read the blog post: #investing #stocks #bonds #options
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