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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


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
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