Monthly Recap
A collection of 23 posts
No Fangs for Bears and Near-Bears
SEPTEMBER 2024 | The bumpy road to stock market gains. Plus, IVA Portfolio notes, Distributions Ahead, the IVA Factor Tracker and (as always) a roundup of articles and analysis from the past month.
Round and Round We Go
AUGUST 2024 | Putting the stock market rotation into context. Plus, IVA Portfolio notes, the IVA Factor Tracker and (as always) a roundup of articles and analysis from the past month.
Half Right, Half Wrong
JULY 2024 | Halfway through the year, I’m still waiting for a stock market turning point. Plus, IVA Portfolio notes, the IVA Factor Tracker and (as always) a roundup of articles and analysis from the past month.
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.
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.
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.