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Seasonal Stock Selling Is Not Working
Stocks and bonds advanced this week, though they both pulled back on Friday. Last week, I discussed the big rally in Bitcoin (and IBIT). A Look at the Market The S&P 500 has returned 13.4% with dividends included, and the price is up 12.8% 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 20%. At the same time, iShares Core US Aggregate Bond ETF (AGG) has declined in price in 2026. With dividends included, t
Aug 296 min read


Another Big Decline Is Ahead
I have been very bearish on stocks for a long time. Too long! Does that make me wrong? Right, but early? I think too early, but I don't...
Aug 2, 20259 min read


Not So Magnificent
Stocks had their worst week since the start of the pandemic. Now what?
Apr 6, 20257 min read


Not So Magnificent
The Magnificent 7, seven very large technology stocks, have boomed in 2024 and have captured a lot of attention. Now, they are selling off.
Aug 4, 20243 min read
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