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