RF's Financial News

RF's Financial News

Sunday, August 30, 2026

This Week in Barrons: 08.30.2026

 


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


https://www.linkedin.com/pulse/week-barrons-08302026-r-f-culbertson-tkewe 


Factually: (a) Investor sentiment remains bullish.  (b) Stock correlations have dropped to record lows.  (c) Volatility (VIX) is low when compared to seasonality and single-stock metrics.  (d) Semi-conductor stocks have peaked, and remain weak.  And (e) Software is looking stronger.  Is the software vs hardware trade reversing?  Overall, per Callum Thomas: The market’s mood is bullish due to some rotational trades, but the question has become: When does this consensus bullishness become complacency?  Keep your mind open, your eye on the charts, and your finger on the sell button - because a few volatility flags are flaring-up on the horizon.  My 3 TIPS are: (a) Buy physical silver, (b) Buy HYPE and Bitcoin, and (c) Nibble the XSW over $210.  Please feel free to read the rest of the blog post:  #investing #stocks #bonds #options


https://www.linkedin.com/pulse/week-barrons-08302026-r-f-culbertson-tkewe 


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




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