Topic

Macro Economy

A collection of 33 posts

Weekly Brief

Navigating the Noise: The Economy, the Election, and the Fed’s Next Move

Take a breath | The economy grew 0.7% in the third quarter | Money market yields | Vanguard pushes margin loans while shuttering its legacy mutual fund platform

| 5 min read
Weekly Brief

Optimists Triumph

Time in the market prevails | Earnings drive stock prices | Inflation check in | Vanguard adds to the noise

| 4 min read
IVA Research

Here Comes the Fed — Part II. Stocks

Putting Wall Street’s “don’t fight the Fed” saying to the test.

| 14 min read
IVA Research

Here Comes the Fed — Part I. Bonds

Should you buy bonds when the Fed cuts interest rates?

| 13 min read
Weekly Brief

SAM I AM (OR NOT)

Sahm Rule nears recession territory | Tight spreads | Ramji’s Welcome message | Ascensus reminder

| 8 min read
IVA Research

Keep Politics Out of Your Portfolio

Letting politics drive your investments is a loser’s game, no matter your party affiliation. Don’t let election-year noise affect a well-considering investment strategy.

| 5 min read