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The first full week of July saw stocks advance and bonds pull back. More of the same! Last week, I discussed the risks of inflation and how to protect your portfolio. A Look at the Market The S&P 500 has returned 11.3% with dividends included, and the price is up 10.7% 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 in excess of 20%. At the same time, iShares Core US Aggregate Bond ETF (AGG) has declined in price i

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

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...

Wait. What? I said " Sell the Gold Miners " in early May at Seeking Alpha. VanEck Gold Miners ETF (GDX), a huge ETF for large gold...