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The Fed Tightens Monetary Policy
The week was volatile for stocks and bonds, and stocks fell slightly as did bonds. Last week, I discussed how TIPS aren't acting very well in Q3. They were weak this week. A Look at the Market The S&P 500 has returned 12.6% with dividends included, and the price is up 12.0% for SPDR S&P 500 ETF (SPY) in 2026 so far. This leaves the market on track to post a return for the full year right at under 18%. At the same time, iShares Core US Aggregate Bond ETF (AGG) has declined in
19 hours ago5 min read


Huge Fidelity Is Tiny in ETFs
The news was kind of bad this week again (retail sales slumped), but the market advanced again to a new all-time high for the S&P 500 and the Russell 2000. Interestingly, the NASDAQ-100 and the Technology sector did not. Last week, I discussed how AI investment management can make us all rich. A Look at the Market The S&P 500 has returned 14.5% with dividends included, and the price is up 13.9% for SPDR S&P 500 ETF (SPY) in 2026 so far. This leaves the market on track to post
Aug 156 min read


July ETF Review
July was a tough month for both stocks, which ended unchanged, and bonds, which fell, after a very strong Q2 for stocks. Stocks are up in 2026, though they are performing very differently than they have been over the past few years. During July, I decided to stop writing at Seeking Alpha, as I explained on Sunday. Not to worry! I am still writing a lot, and I am working on finding a new spot. Last week, I wrote about the challenges for bonds. The Market July was a rough month
Aug 14 min read


Bonds Are Bad
The third full week of July saw stocks pull back again with bonds lower too. This has been happening a lot recently, though the first full week in July had strong stocks. Last week, I cautioned on an Energy ETF, XLE. A Look at the Market The S&P 500 has returned 8.9% with dividends included, and the price is up 8.4% for SPDR S&P 500 ETF (SPY) in 2026 so far. This leaves the market on track to post a return for the full year below 20%. At the same time, iShares Core US Aggrega
Jul 256 min read


How to Beat Inflation
What a strange week! A Friday holiday, which is rare and not even the day (the 4th of July is tomorrow, but the stock market is closed today), a big wedding (I wasn't invited, lol) and a 250th birthday celebration of the USA. I still remember very well the 200th, when I was 11 years old. Last week, I discussed the changes ahead with my coverage of the ETFs, and I did detail those changes in the June Review. A Look at the Market The State Street SPDR S&P 500 ETF (SPY) advanced
Jul 35 min read


Stocks Went Up Again In May
Last week, I discussed what stocks will do after Memorial Day. Last week, they did exactly what they were doing before: rallying. A Look at the Market Stocks extended their bounce this week further this week.The State Street SPDR S&P 500 ETF (SPY) has increased in price by 10.9% and has returned 11.2% with dividends. Bonds remain under pressure, with iShares Core US Aggregate Bond ETF (AGG) now returning 0.5% with dividends included. I do try to share an idea in this section
May 303 min read
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