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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


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


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


Elon Musk Is Very Interesting
My wife checked out two books for me recently that she selected, and this is about the second of them, Elon Musk by Walter Isaacson. I...
May 19, 20244 min read
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