AAII Sentiment Survey
*Bullish: 31.6%, a nine-week low
*Neutral: 19.2%, back to being unusually low
*Bearish: 49.1%, a nine-week high & unusually high
www.aaii.com/sentimentsur...

📉 Single-stock ETFs have not enriched investors.
2 examples:
📊 3-year performance - Tesla (TSLA) stock: +135%. The 2x leveraged Tesla ETF (TSLL): +64%
₿ Year-to-date performance - Coinbase (COIN) stock: +29%. The 2x leveraged Coinbase ETF (CONL): -11%
www.aaii.com/investor-upd...

🏃‍♂️📈 "Shut Up, Brain" - Advice that applies to running and investing.

Keys to running 26.2 miles OR building long-term wealth:
📋 Good plan
💪 Discipline
⏰ Patience
🌦️ Accept uncertainty
🧠 Know thyself
www.aaii.com/investor-upd...

AAII Sentiment Survey
*Bullish: 36.9%, close to average
*Neutral: 20.5%; a five-week high but still unusually low
*Bearish: 42.7%; remains unusually high

www.aaii.com/sentiment-su...
#SP500 #Stocks #InvestorSentiment

✨ Gold topped $4,300/ounce for the first time yesterday.

The usual explanations for the rally don't quite add up. China's buying timeline is off.
USD is still relatively strong.
Inflation expectations are 2-2.5%.

www.aaii.com/investor-upd...

#Gold $GLD

That's me crossing the finish line at the Milwaukee Lakefront Marathon on Sunday. 🏃‍♂️

Warm temps, crosswind, 653 ft of elevation (including Hoan Bridge—twice!)

26.2 miles run to earn the free banana 🍌

AAII Sentiment Survey:
*Bullish: 45.9%, highest level of 2025
*Neutral: 18.5%, unusually low for a 5th week
*Bearish: 35.6%, still above avg., but at a 10-week low
*Bull/Bear Ratio: 10.2--highest since July

www.aaii.com/sentimentsur...

A big change is coming for #ETFs.

Dimensional Fund Advisors will offer ETF share classes of their mutual funds.
🔄 Tax efficiency improvements through in-kind transactions
💰 Commission-free trading
⚡ Intraday trading flexibility when you need it

www.aaii.com/investor-upd...

AAII Sentiment Survey
*Bullish: 41.7%, unchanged & above average
*Neutral: 19.1%, unusually low for 13th week & below avg. for 38 of 39 weeks this year
*Bearish: 39.2%, above avg. for 43 of 45 weeks
www.aaii.com/sentimentsur...

#stocks #investing #sp500

AAII Sentiment Survey
*Bullish: 41.7%, surged +13.6pts in biggest weekly jump this year
*Neutral: 16.0%, plunged to a 5-month low & ranks in the bottom 50 readings since 1987
*Bearish: 42.4%, down -7.1pts but above avg. for 41 of 43 weeks
www.aaii.com/sentimentsur...

Getting nine of Saturday's 20 miles on the treadmill was not fun, but it was better than being electrocuted by lightning.

It is also the reality of training for a marathon.

Half marathon. Long enough to feel like you've done something tough, but short enough that you still have the rest of the day open and the energy to take advantage of it.

📈 How do you use moving averages?

Most investors treat them as definitive trading signals instead of helpful context.

Key insight: Use them to filter out daily noise and distinguish meaningful price movements from random fluctuations.

www.aaii.com/journal/arti...

💰 Municipal bond funds outperform even after accounting for their tax advantages.

Derek Horstmeyer of GMU: Munis realized higher returns vs. taxable bonds over 15 years.

Me: Muni bond fund tax-equivalent yields > taxable bond yields.

Double win. 📈
www.aaii.com/investor-upd...

Michael Kosta (@michaelkosta.bsky.social) MichaelKosta.Komi.io Stand-up comic. Lots of The Daily Show. Career high #864 world tennis ranking. See me on tour! #TennisAnyonePod

Well said @michaelkosta.bsky.social .

#TheDailyShow

AAII Sentiment Survey
*Bullish: 28.0%, lowest since May & at low-end of typical readings
*Neutral: 22.5%, a 5-wk low & below avg. for the 60th time in 62 weeks
*Bearish: 49.5%, above 40% for 6th week

www.aaii.com/sentiment-su...

#Investing #SP500 #Stocks

🚨 ETFs can become too popular for their own good.
When too much money floods in, returns suffer.

Red flags:
📈 High valuations
💸 Massive inflows
🎯 Complex strategies

Don't chase the hype.
www.aaii.com/investor-upd...

#ETFs #Investing

AAII Sentiment Survey
*Bullish: Below avg. for 6th out last 7 weeks
*Neutral: Below avg. for 57th out of last 59 weeks
*Bearish: Above avg. for 40th out of last 42 weeks & unusually high
www.aaii.com/sentimentsur...

#Stocks #SP500

The new tax creates new savings opportunities starting this year. Key changes investors should know:
✅ Higher standard deduction ($15,750/$31,500)
✅ Extra $6K-$12K deduction for 65+
✅ SALT cap raised to $40K
✅ Auto loan interest deductible

www.aaii.com/journal/arti...

The September AAII Journal is now live. We discuss investing in growth stocks, what individual investors need to know about the new tax law (OBBBA), low volatility funds and more.

www.aaii.com/investor-upd...

After Keurig Dr Pepper ($KDP) announced its spin-off plans, I dug into the data on whether these corporate splits actually benefit investors.

The results? 📉
25% destroy shareholder value
Average gain: just 5% after 2 years
Spin-off ETF trails market over 10 years

www.aaii.com/investor-upd...

AAII Sentiment Survey
*Bullish: Below 40% for all of August
*Neutral: Below avg. for 56th out of last 58 weeks
*Bearish: Above avg. for 39th out of last 41 weeks
www.aaii.com/sentimentsur...

S&P 500 valuations are partying like it's 1999 📈

Price-to-book and P/E ratios back at dot-com bubble levels.

Key difference: today's tech companies are actually profitable.
But frothy valuations still leave little room for error.

www.aaii.com/investor-upd...

#Investing #MarketValuation

FIRE & early retirement sound great—but the key is having a plan.

☕ Barista FIRE = side income + health coverage
🎯 Define spending target → work backward to savings goal
📉 Plan for lower withdrawals (≈3%) to last decades

www.aaii.com/journal/arti...

Private investments in 401(k) plans? I'm a skeptic

🔒The executive order may seem appealing, but the reality is that the higher fees, limited liquidity and complexity are things most workers don't need.
www.aaii.com/investor-upd...

AAII Sentiment Survey:
*Bullish: Down to a 3-month low
*Neutral: Below avg. for 54th out last 56 weeks
*Bearish: Unusually high
www.aaii.com/sentimentsur...

Our AII Contrarian Sentiment Indicator is now signaling cautious sentiment.
sentiment.aaii.com

"No financial plan is carved in stone. It must be flexible… It would be suspicious if you didn’t have to make changes in 30+ years." — William Bengen

Markets change. Plans must too.
www.aaii.com/journal/arti...

Higher dividend yields aren't always better—they can be warning signs 📊

Our data shows a clear pattern: as dividend strength weakens, yields rise.

F-graded stocks yield 4.3% vs just 1.2% for A-graded companies.
www.aaii.com/investor-upd...

#Dividends #Investing #Yield

AAII Sentiment Survey
*Bullish: Back to below avg.; at a 7-wk low
*Neutral: Below 30% for the 24th week
*Bearish: At a 6-week high
www.aaii.com/sentimentsur...

#Stocks #SPX #MarketSentiment

July AAII Asset Allocation Survey
Stocks and Stock Funds: 68.3%, highest since January
Bonds and Bond Funds: 15.7%, a four-month low
Cash: 16.0%, lowest since December
www.aaii.com/assetallocat...