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IVA Research

A collection of 133 posts

IVA Research

Our 2022 Scorecard

Grading my 2022 Outlook.

| 5 min read
IVA Research

A Most Challenging Year

2022 MARKET REVIEW: For conservative investors, 2022 was as difficult as 2008's Global Financial Crisis.

| 10 min read
IVA Research

Market, Service and Technology Woes

The IVA 2022 Month-By-Month Review.

| 5 min read
IVA Research

Just Keep Going

2023 OUTLOOK: I'm on recession watch but still expect stocks to gain ground.

| 16 min read
IVA Research

Fleeting Yields

Cash has been king this year. And yields on money markets are tempting but be aware that the current spike in municipal money market yields is likely to prove fleeting. Municipal Money Market’s (VMSXX) yield has more than doubled in December—rising from 1.72% to 3.60% (as

| 2 min read
IVA Research

Heating Up?

Newton’s first law says that an object at rest stays at rest and an object in motion stays in motion with the same speed and in the same direction unless acted upon by an unbalanced force. [Emphasis added.] This is the idea behind momentum investing and our Hot Hands

| 12 min read