top of page
The Feed


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
3 days ago4 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
bottom of page