Topic

Outlooks & Reviews

A collection of 17 posts

IVA Research

My 2025 Scorecard

Grading my 2025 Outlook: I got the big economic call right, correctly anticipated the bull market’s staying power and stuck with foreign stocks. My forecasts for market leadership and bonds were more mixed.

| 7 min read
IVA Research

Compounding Through the Noise

2025 MARKET REVIEW: How investors were rewarded for staying disciplined as leadership broadened beyond AI.

| 11 min read
IVA Research

2025 Month-By-Month: Eventful but Profitable

The IVA 2025 Month-By-Month Review.

| 9 min read
IVA Research

Investing Beyond the AI Hype

2026 OUTLOOK | The market’s baseline is growth—but in an AI-driven, fully-priced world, diversification matters more than ever.

| 15 min read
IVA Research

My 2024 Scorecard

Grading my 2024 Outlook—my predictions for stocks and bonds were mixed, while my economic forecast was spot-on.

| 7 min read
IVA Research

Growth Stocks Dominated 2024

2024 MARKET REVIEW: The large growth bull market continued to charge.

| 8 min read