Monthly Recap
A collection of 19 posts
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.
Lost and Found
MARCH 2024 | Stocks compound wealth, even if they have lost decades. Plus, big moves from big stocks, an article roundup, IVA Portfolio Notes and the IVA Factor Tracker.
More of the Same
FEBRUARY 2024 | The S&P 500 was the place to be … again. Plus, links to a PRIMECAP interview, an article roundup, Portfolio Notes and the IVA Factor Tracker.
Your Benchmark, Not the Market’s
JANUARY 2024 | The S&P 500 is not your benchmark. Plus, an article roundup and the IVA Factor Tracker.
Reaching an Extreme
DECEMBER 2023 | Growth stocks are beating value. A few dozen Vanguard accounts were hacked. Plus, an article roundup and the IVA Factor Tracker.