Topic

Macro Economy

A collection of 23 posts

IVA Research

Politics, Policies, and Portfolio Decisions

MAILBAG — Investing in a politically-charged environment.

| 5 min read
Weekly Brief

Investing Beyond Politics

Donald Trump wins the election | The markets and economy are bigger than the President | Bad margin request | IVA website update

| 8 min read
Weekly Brief

Navigating the Noise: The Economy, the Election, and the Fed’s Next Move

Take a breath | The economy grew 0.7% in the third quarter | Money market yields | Vanguard pushes margin loans while shuttering its legacy mutual fund platform

| 5 min read
Weekly Brief

Optimists Triumph

Time in the market prevails | Earnings drive stock prices | Inflation check in | Vanguard adds to the noise

| 4 min read
IVA Research

Here Comes the Fed — Part II. Stocks

Putting Wall Street’s “don’t fight the Fed” saying to the test.

| 14 min read
IVA Research

Here Comes the Fed — Part I. Bonds

Should you buy bonds when the Fed cuts interest rates?

| 13 min read