Monthly Recap
A collection of 27 posts
We Were Promised a Recession
JULY 2023 | With no recession in sight, stocks delivered double-digit returns in the first half of 2023. Be wary of outsized one-year returns and the Super Seven. Plus, an article roundup and the IVA Factor Tracker.
Storm Clouds Clear
JUNE 2023 | Markets took the debt ceiling debate in stride, growth stocks beat value stocks and the municipal money market yield roller coaster slows. Plus, an article roundup and the IVA Factor Tracker.
No Recession ... Yet
MAY 2023 | The economy grows, large stocks take the lead, bonds find their footing and I-Bond yields drop. Plus, an article roundup and the IVA Factor Tracker.
Returns on Our Money
APRIL 2023 | Investors shift from low-yielding bank accounts to higher-yield money market funds and point-in-time returns mislead, Plus, an article roundup and the IVA Factor Tracker.
2022's Doppelgänger
MARCH 2023 | Good news is once again back news in the market. A reminder not to judge a fund by its cover. Plus, an article roundup, a mea culpa and the IVA Factor Tracker.
Starting on the Right Foot
FEBRUARY 2023 | Stocks and bonds get off to a good start. Plus, an article roundup and the IVA Factor Tracker.