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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


July ETF Review
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
Aug 14 min read
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