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