Topic
IVA Research
A collection of 220 posts
My 2025 Scorecard
Grading my 2025 Outlook: I got the big economic call right, correctly anticipated the bull market’s staying power and stuck with foreign stocks. My forecasts for market leadership and bonds were more mixed.
| 7 min read
Compounding Through the Noise
2025 MARKET REVIEW: How investors were rewarded for staying disciplined as leadership broadened beyond AI.
| 11 min read
Investing Beyond the AI Hype
2026 OUTLOOK | The market’s baseline is growth—but in an AI-driven, fully-priced world, diversification matters more than ever.
| 15 min read
Hot Hands Review: Momentum, Moderation and the Long Run
My annual review of the Hot Hands strategy.
| 13 min read
Inside the IVA Portfolios’ 2025 Results
My candid review of performance, portfolio choices and the road ahead.
| 12 min read