RF's Financial News

RF's Financial News

Sunday, June 28, 2026

This Week in Barrons: 06.28.2026


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

 

https://www.linkedin.com/pulse/week-barrons-06282026-r-f-culbertson-wtize/ 

 

Factually: (a) The Mag-7 have become the Lag-7 with an almost -20% performance gap YTD.  (b) Across various indicators valuations look expensive.  (c) Strong earnings expectations are supporting high valuations.  (d) Tech stocks have become the dominant sector in many portfolios / metrics.  And (e) after a long period of trending higher, I’m expecting a period of range-bound-tradingOverall, per Callum Thomas:  The bullish rotation theme remains in play as the Mag-7 decline and the S&P493 win.  But there is a definite bearish vibe where the Lag-7 may foreshadow an extended Bear Market – even if we manage a short-term rebound rally.  Please feel free to read the rest of the blog post:  #investing #stocks #bonds #options

 

https://www.linkedin.com/pulse/week-barrons-06282026-r-f-culbertson-wtize/ 

 

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

 

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