Topic

Macro Economy

A collection of 33 posts

Monthly Recap

Shut Downs, Shake Ups and Staying Invested

OCTOBER 2025 | Spending time in the market paid off in the third quarter. Plus, my thoughts on a government shutdown, private assets, bitcoin and Morningstar buying CRSP. And, as always, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.

| 15 min read
Weekly Brief

Cut Rates, Concentrated Funds, and a Quiet Hire

Markets rally on the hope of lower interest rates | Sector funds are no longer diversified | Vanguard hired a head of private markets

| 5 min read
Weekly Brief

Inflation, Hiring and the Fed: Navigating a Delicate Balance

Quiz time! | The BLS chief is fired after a weak jobs report | Inflation holds steady

| 6 min read
IVA Research

Geopolitics and Your Portfolio: Lessons from 125 Years of Conflict

War shakes markets, but disciplined investors endure—and prosper.

| 5 min read
Weekly Brief

Forecasts, Fees, and False Narratives

All winning streaks end | The economy contracted last quarter | Treasury Secretary’s sweeping forecast | A zero-fee fund follow-up | Vanguard’s 10-year outlook

| 10 min read
Quick Take

Relief Rally or Just a Pause?

Tariffs paused. Markets surged. But the uncertainty? Still very much in play.

| 3 min read