Please feel free to read the blog post: #investing #stocks #bonds #options
https://www.linkedin.com/pulse/week-barrons-03012026-r-f-culbertson-qmele
Factually... (a) The S&Ps fell -1% in the month in February, but its equal-weighted version gained +3.4% in February and +6.8% YTD. (b) Rotation remains a key theme, and Value vs Growth rotation has clear fundamental support. (c) However, there remain some compelling causes for optimism. Overall, per Callum Thomas, the rally in cyclicals/value is helping offset tech-troubles. There is clear and compelling macro-fundamental support for a rotation – along with a necessary cooling-off of the tech/AI hype. It’s a classic case of overinvestment in capex on the AI front, but the news is not all bad. Please feel free to read the rest of the blog post: #investing #stocs #bonds #options
https://www.linkedin.com/pulse/week-barrons-03012026-r-f-culbertson-qmele
Please feel free to read the blog post: #investing #stocks #bonds #options
