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The news was kind of bad this week again (retail sales slumped), but the market advanced again to a new all-time high for the S&P 500 and the Russell 2000. Interestingly, the NASDAQ-100 and the Technology sector did not. Last week, I discussed how AI investment management can make us all rich. A Look at the Market The S&P 500 has returned 14.5% with dividends included, and the price is up 13.9% for SPDR S&P 500 ETF (SPY) in 2026 so far. This leaves the market on track to post

I am a big fan of Morningstar (MORN) and have been one for a while. That is the company and not the stock! I do kind of like their stock now too and added it to my watchlist after the big meltdown. I think the company is unique and has done some very good things, one of which is the acquisition of CRSP, which they just closed recently. Today, they announced the completion of the rebranding of CRSP market indices to Morningstar Market Indexes. Amelia Furr is the person at Morn

The ETF market has gotten massive. What is an ETF? It stands for Exchange-Traded Fund, which was invented in Canada in 1990 and introduced in the U.S. in 1993 with the launch by State Street Global Advisors of the SPDR® S&P 500® ETF (SPY), which represented the overall market as measured by the Standard & Poors 500, a popular large-cap index. Now, there are so many ETFs, and they have expanded their scope beyond broad markets to very narrow ones. They have moved beyond just s

I like TIPS, especially the longer-dated TIPS. If you are afraid of inflation, this is for you (AND NOT GOLD!)