Monthly Recap
A collection of 41 posts
Same Market, New Winners
MARCH 2026 | Diversification earns its keep, war erupts in the Middle East, and Vanguard settles. Plus, IVA Portfolio notes, Distributions Ahead, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
Can Both Be Right?
FEBRUARY 2026 | Stocks and gold are sending opposing signals. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
Profits Without the Euphoria
JANUARY 2026 | Putting another strong year into perspective. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
’Tis the Season for Bad Forecasts
DECEMBER 2025 | A pullback, a rebound and a reminder to stay the course. Plus, Distributions Ahead, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
Investing Through the Fog
NOVEMBER 2025 | The Fed eases, data disappears and investors keep moving forward. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of analysis and articles from the past month.
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.