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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