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
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