The last two weeks were rather uneventful, so this is a quick summary of price performance in 2025, and a look ahead to 2026. Are we in a bubble and don't know it?

This article contains tables and commentary regarding the rather volatile but ultimately positive first half of 2025.

I "guessed" at how markets would perform in 2024 last year at this time. Some I got right, some I got wrong, not different from the pros.

This is an update of my personal portfolio performance in 2Q2024 and 1H2024, good on the surface but worse than the indices would suggest.

The 3Q23 was not good for stocks and bonds, reflected in the returns in my own portfolio. But returns YtD have been decent enough.

This article is an update to an article I penned in February regarding my personal portfolio. For me, it's painful reading!

Since I write a lot about markets and macroeconomic topics, it is only fair that I talk about my own investment portfolio.

Stocks do not always go up over shorter periods, but they do over longer periods. This article provides empirical support, see for yourself

The Street pros provide year-end 2023 projections for stocks and bonds, so why not EMC? Here are my guesstimates and rationales.