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Semiconductor ETFs Are Falling
Stocks advanced marginally and bonds slipped this week. Last week, I discussed how "sell in May and go away" is not really working out just yet. A Look at the Market The S&P 500 has returned 13.5% with dividends included, and the price is up 12.9% 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 inc
Sep 44 min read


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


Magnificent 7 Is Dying
Last week, I warned to be careful with small-cap stocks, and they actually did rise slightly this week. A Look at the Market The State Street SPDR S&P 500 ETF (SPY) did bounce back from a big sell-off earlier during the week to end up for the week, though it is down month-to-date. It has increased in price by 8.8% and has returned 9.1% with dividends. Bonds remain under pressure, with iShares Core US Aggregate Bond ETF (AGG) now returning just 0.2% with dividends included, wh
Jun 135 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


The NASDAQ-100 Is at an All-Time High - Buy???
QQQ is rocking, but the Magnificent 7 is flashing caution.
Jun 25, 20252 min read


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


Stocks Are Going Down
Stocks are falling, but it's not clear that a bear market has started.
Mar 10, 20255 min read


Stocks Are Beginning to Melt Down
Stocks have come down, but they are still up a lot in 2024.
Sep 6, 20243 min read


This One Has Plunged!
Super Micro has plunged, as I expected. NVIDIA reports tonight and scares me!
Aug 28, 20241 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


Just Buy Stocks (and Lose)
"Long and wrong" is something I have experienced a lot over my 40+ years of investing, but I am currently suffering from a non-rhyming...
Jul 17, 20243 min read


The Top Has Been Getting Taller, But Stocks Have Peaked
I have been sharing my negative views on stocks here since March 5, when I discussed my outlook for Nvidia (NVDA) and Super Micro (SMCI)....
Jul 11, 20242 min read


Still Cautious on Stocks!
The S&P 500 , at an all-time high, has gained 85% over the past five years, and SPY is up140% since 3/23/00. The market seemed overly cheap
Jun 11, 20243 min read


How Low Can Stocks Go?
Stocks were hammered this past week. It was the worst move on the S&P 500 in a while. That index fell each day, pushing it to six...
Apr 21, 20244 min read


Get Out Now
I follow cannabis stocks closely, as I run 420 Investor, a subscription service for people who want my insight on the sector that I have...
Mar 5, 20243 min read
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