This Week in Barrons: 07.26.2026

 

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

 

https://www.linkedin.com/pulse/week-barrons-07262026-r-f-culbertson-wcnvc 

 

Factually, (a) The Mag-6 (minus Apple), the other 493, the cap + equal-weighted S&P500 have peaked.  (b) Seasonally speaking, market messiness / volatility is coming right on schedule.  (c) Retail trading behavior is consistent with the hints of regime change.  (d) A FED rate hike risk will simply mimic the global trend and weigh further on stocks.  And (e) A backdrop of expensive valuations and much lower free-cash-flow positions is damping any rally.  Overall, per Callum Thomas: There has been a distinct change in market tone this past week.  Geopolitical flare-ups, rising rates and AI/capex concerns are making markets wary.  Keep risk ‘front-of-mind’ – so you don’t get blindsided.  Please feel free to read the rest of the blog post:  #investing #stocks #bonds #options

 

https://www.linkedin.com/pulse/week-barrons-07262026-r-f-culbertson-wcnvc 

 

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

This Week in Barrons: 07.12.2026

 

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

 

https://www.linkedin.com/pulse/week-barrons-07122026-r-f-culbertson-kqbte 

 

Factually, (a) Speculative trading in leveraged ETFs has surged.  (b) Investors are increasingly ‘all-in’ on stocks for their portfolio allocation. (c) The Fed is becoming more hawkish - echoing a global pivot to rate hikes.  (d) July through October tends to be a more volatile time of the year.  And (e) A long-term trend change is underway in US vs Global relative performance.  Overall, per Callum Thomas, multiple risk flags are waving as we head towards what has historically been a more volatile time of the year.  Risks are showing themselves both on the shorter-term = tactical front, and on the longer-term = bigger picture horizon.  Please feel free to read the rest of the blog post:  #investing #stocks #bonds #options

 

https://www.linkedin.com/pulse/week-barrons-07122026-r-f-culbertson-kqbte 

 

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

This Week in Barrons: 07.05.2026

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

 

https://www.linkedin.com/pulse/week-barrons-07052026-r-f-culbertson-trrrc/ 

 

Factually, (a) The equal-weighted S&P continues to make new highs, while the cap-weighted index remains stuck – thanks to the Lag-7.  (b) The S&P500 Value index also rung-up all-time-highs last week.  (c) Micro caps and financials are putting in promising price action.  And (d) the USA, Korea, and China have one large, AI, bubbly thing in common.  Overall, per Callum Thomas, the bull-market-broadening and bullish rotation theme continues to play through, with the old leaders lagging, and everything else starting pick up. This is a constructive development, but there are a few things to keep an eye on including the XLF vs SPY ratio, the Microcap ETF = IWC, and REITs.  Please feel free to read the rest of the blog post:  #investing #stocks #bonds #options

 

https://www.linkedin.com/pulse/week-barrons-07052026-r-f-culbertson-trrrc/

 

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