RF's Financial News

RF's Financial News

Sunday, July 12, 2026

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

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