Macro Economy
A collection of 15 posts
Where Did the Recession Go?
Consensus expectations for a 2023 recession were wrong. Why?
The First Shall Be Last
2024 OUTLOOK: A turning point within the market, not for the market.
Looking Forward, Not Back
OCTOBER 2023 | Stocks and bonds both slid in September, but remember, you have to position your portfolio for the future, not the past. Plus, a comparison of my Aggressive and Growth ETF portfolios, an article roundup and the IVA Factor Tracker.
Better Than Expected
GDP grew by 0.6% in Q2 | Earnings are flat | The Dow (plus dividends) hit a record | Fitch downgrades the U.S. | Cash Deposit and Cash Plus Account yield update | Vanguard delays manager change | Hong steps away from High-Yield Corporate
Noisy Inflation
After hitting a 40-year high, inflation has cooled dramatically. Where does inflation go from here, and what does it mean for investors?
Hitting the Inflation Bullseye
Is Microsoft a value stock? | Final inflation check-in | Does the NZAM alliance violate antitrust law? | Vanguard Charitable expands its lineup | Vanguard’s tech woes continue