Topic

Monthly Recap

A collection of 26 posts

Monthly Recap

November’s Record Rally: A Lesson in Market Timing

DECEMBER 2024 | November was the best month of the year unless you missed three days. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.

| 7 min read
Monthly Recap

Growth Stocks Rally, Bonds Defy Expectations

NOVEMBER 2024 | Growth stocks are leading once again, while bond prices have fallen, rather than risen. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.

| 9 min read
Monthly Recap

Gains Can Lead to More Gains

OCTOBER 2024 | Strong past returns shouldn’t keep you from investing. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.

| 9 min read
Monthly Recap

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.

| 11 min read
Monthly Recap

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.

| 13 min read
Monthly Recap

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.

| 11 min read