re: Half way through the year, how's your 401(k) doing?

Slightly up. I am mostly in momentum or risk parity strategies so my large concentrations of TLT and leveraged long-term bonds like UBT and TMF are up huge and are offsetting losses in QQQ.

Will the bond bubble burst? That's the big question but as long as SPY/TLT have negative correlations, risk parity between stocks and bonds will outperform.