"Fugly"

The S&P 500 just broke a 1-year winning streak

Since early October of 2022, the S&P 500 (SPY ETF shown here as a surrogate) has bounced off of that rising trendline you see on the right of the chart. To me, that line has been one of the key reasons I’ve spent much 2023 not investing bearish, as much as WARNING investors about how they are going to have to learn defensive investing techniques (beyond just sticking it in cash and T-bills, which is A-OK with me for a bunch of my personal portfolio).

Bear cycles, which this has strong potential of turning into, are an ideal opportunity for investors to exploit the markets’ movement, while their neighbors are clinging to hope and “narratives” like “hawkish pause” and other BS. The only thing that ultimately matters to any investor is this:

How do my investments do while I own them

That’s it. And that’s the focus at ETFYourself.com

For more on this, (read my Seeking Alpha articles (under Sungarden Investment Publishing) and my commentary articles at etf.com to see my articles from 2023 that explain, in real time, how we got here. We’ll be adding links to some of those as we continue adding past content to this site.

Buckle up!