This Week in Barrons: 08.23.2026

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https://www.linkedin.com/pulse/week-barrons-08232026-r-f-culbertson-7yecc 

 

Factually: (a) Global corporate earnings estimates are surging.  (b) Tech is seeing big insider buying and some heavy shorting.  (c) Energy, Gold, and Bitcoin (after seeing major ETF outflows) are all turning upward/green again.  (d) Within emerging markets, Indian stocks have been punished as an AI-loser.  And (e) The VIX is bouncing along the bottom of its range – with seasonality telling us that too shall rise.  Overall, per Callum Thomas: The global equities bull market looks alive and well, especially when you consider the surge in earnings expectations underpinning it.  U.S. tech stocks meanwhile are seeing mixed signals as a 3-month stall sets in.  And on the risk front, volatility is lurking in the shadows, with seasonality suggesting spikes in the VIX; therefore, keep some of your chips ‘close to your vest’ (aka the risks remain).  Please feel free to read the rest of the blog post:  #investing #stocks #bonds #options

 

https://www.linkedin.com/pulse/week-barrons-08232026-r-f-culbertson-7yecc

 

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

 

 

This Week in Barrons: 08.16.2026

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https://www.linkedin.com/pulse/week-barrons-08162026-r-f-culbertson-7jjme 

 

Factually: (a) The equal-weighted S&P500 continues its upturn vs the cap-weighted S&P.  For now, that’s a good thing as it reflects a bullish broadening theme.  (b) Earnings revisions surge higher – partly supported by a strong macro environment.  (c) Sentiment & allocations remain high thanks to higher prices and confidence.  And (d) Seasonality, a stalling Mag-7 (Lag-7), and credit advances vs declines are suggesting caution.  Overall, per Callum Thomas: It’s a distinctly bullish looking environment = strong trend, strong breadth, good macro, and buoyant confidence, with a few shadows = risk of overconfidence, seasonality, stalling mega caps, and rising rates.  Please feel free to read the rest of the blog post:  #investing #stocks #bonds #options

 

https://www.linkedin.com/pulse/week-barrons-08162026-r-f-culbertson-7jjme 

 

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

 

 

This Week in Barrons: 08.09.2026

 

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https://www.linkedin.com/pulse/week-barrons-08092026-r-f-culbertson-n1i5c 

 

Factually (a) Global equities are in a bull market (path of least resistance = higher).  (b) US equities are in a broad-based upswing.  (c) Investors are scrambling into tech stocks at a record pace.  (d) A calmer macro (limited Iran War) is keeping the lid on credit spreads.  And (e) BUT VIX seasonality is telling us to stay alert to any/all Q3 surprises – “Life comes at you Fast.”  Overall, per Callum Thomas, the global equity bull market rages on, and with supportive-benign macro – the path of least resistance is higher. Fair Warning: VIX seasonality and known tail risks suggest still having a plan and process on the risk management front…  Please feel free to read the rest of the blog post:  #investing #stocks #bonds #options

 

https://www.linkedin.com/pulse/week-barrons-08092026-r-f-culbertson-n1i5c 

 

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

 

 

This Week in Barrons: 08.02.2026

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https://www.linkedin.com/pulse/week-barrons-08022026-r-f-culbertson-qn3mc 

 

Factually (a) The S&Ps closed July lower by -0.1%, but still up +9.4% YTD.  (b) Semiconductors have seen a +20% correction off their peak.  (c) Seasonality is showing semis remaining lower with elevated volatility.  (d) Even REITs and defensives are sounding a cautionary tone.  And (e) Resource-based capex is being crowded out by tech capex.  Overall, per Callum Thomas, the carnage that unfolded last week in semiconductors is probably setting up for consolidation and ranging phase (at best) vs the correction and resurgence like we saw earlier this year.  Multiple risk flags continue to wave so don’t be blindsided. Please feel free to read the rest of the blog post:  #investing #stocks #bonds #options

 

https://www.linkedin.com/pulse/week-barrons-08022026-r-f-culbertson-qn3mc 

 

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