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Last week, I discussed the third straight weekly decline in the S&P 500, and stocks did fall again this week, with bonds rallying again. That's four straight weeks! A Look at the Market The moves this week were due to the elections. Not that it was that much of a surprise, but the Democrats recaptured the House of Representatives. This wasn't expected, but it was considered possible, and they also took control of the Senate. The market ran up on Wednesday but plunged on Thurs

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

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