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