Please feel free to read the blog post: #investing #stocks #bonds #options
https://www.linkedin.com/pulse/week-barrons-09132026-r-f-culbertson-qchxe/
Factually: (a) Stocks are seeing a bit of pre-Fed jitters. (b) Breadth has been steadily deteriorating across the board. (c) Correlations, corporate bonds, and volatility suggest caution. (d) Liquidity conditions are set to become a headwind for stocks. And (e) Growth has peaked vs value == semis are stagnating (for now). Overall, per Callum Thomas: there is a distinct bearish hue to the charts this week as technical risk flags wave all around. There is a bullish way for this to resolve, and that includes stock allocations being in a forever higher percentage of household wealth as AI-enabled growth becomes higher and links with investor-education. The bearish take is that we have seen this movie before. And even if we agree with the optimistic slant, with valuations and allocations this high - the margin for error is very low. Remember: If you’re priced for perfection, you’re always hoping for nothing less. [FYI: Hope is not a Strategy.] My top 3 picks are: IBM (IBM) over $237, Erickson (ERIC) over $10.38, and if you love to play options - you’re gonna adore Oscar Health (OSCR).
Please feel free to read the rest of the blog post: #investing #stocks #bonds #options
https://www.linkedin.com/pulse/week-barrons-09132026-r-f-culbertson-qchxe/
Please feel free to read the blog post: #investing #stocks #bonds #options
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