Topic

Monthly Recap

A collection of 20 posts

Monthly Recap

Calm Seas Turning Choppy

June 2024 | Markets haven’t been this calm since 2017, but they’re getting rougher. Plus, some follow-up notes on RMDs, an article roundup, IVA Portfolio Notes and the IVA Factor Tracker.

| 11 min read
Monthly Recap

History Rhymes

Inflation isn’t going away, but that doesn’t mean we’ll see double-digit inflation anytime soon. Plus, putting pullbacks into perspective, an article roundup, IVA Portfolio Notes and the IVA Factor Tracker.

| 11 min read
Monthly Recap

Bull Markets Mean New Highs

APRIL 2024 | By definition, prices reach new highs during bull markets. Plus, missing dividends, greenwashing, an article roundup, IVA Portfolio Notes and the IVA Factor Tracker.

| 10 min read
Monthly Recap

Lost and Found

MARCH 2024 | Stocks compound wealth, even if they have lost decades. Plus, big moves from big stocks, an article roundup, IVA Portfolio Notes and the IVA Factor Tracker.

| 9 min read
Monthly Recap

More of the Same

FEBRUARY 2024 | The S&P 500 was the place to be … again. Plus, links to a PRIMECAP interview, an article roundup, Portfolio Notes and the IVA Factor Tracker.

| 10 min read
Monthly Recap

Your Benchmark, Not the Market’s

JANUARY 2024 | The S&P 500 is not your benchmark. Plus, an article roundup and the IVA Factor Tracker.

| 6 min read