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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

The second full week of July saw stocks pull back with bonds roughly unchanged. This has been happening a lot recently, though the first full week in July had strong stocks. Last week, I discussed some ways to beat the S&P 500 index. A Look at the Market The S&P 500 has returned 9.6% with dividends included, and the price is up 9.0% 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 below 20%. At the same time, iShare

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