IvyVest Blog

House

November Newsletter: Buy vs. Rent, Updated

At IvyVest, we like to focus on asset allocation, which for rational investors is the single most important source of investment returns. But one of the most consequential financial decisions that most will make concerns the purchase of a house.

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Uncovering the mysteries of persistently low interest rates

Note about the Future of IvyVest 

A couple technical problems with our payment system has brought home the time investment required to maintain a modern ecommerce site. Competing demands on my time have forced me to conclude that I no longer...

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July Newsletter: Is Inflation Dead?

We've repeated many times at IvyVest that there is no such thing as a long-term risk-free investment. A big reason for that is that cash can dramatically lose its purchasing power over time. Sometimes this happens gradually, and sometimes it...

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Roller Coaster

May Newsletter: Taking stock of the markets

For the last two years, in the Spring, we have used our newsletters to look at stock market valuations and compare them to historical measures. We decided to do that again this year. Of course, our aim is not to help you time the market. We have...

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Money

February Newsletter: Debts Pt 3 - World Debt

Our last two newsletters dealt with public and private debt in the U.S. However, as you know, we have always advocated for a diverse portfolio that includes non-U.S. stocks. So, this month, we thought we should review the debt situation in other...

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Debts Pt 2: Are we on the edge?

As 2018 rolls to a close, one of the biggest questions of the year remains unresolved: is the bout of market turbulence that was a fixture of 2018 the start of “the next one”, or just another dip in a bull market that has gone on longer than any...

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November Newsletter: Deficits, Debt, and Mispriced Political Risk

At the forefront of everyone's minds, for the second time this year, is whether the recent bit of market turbulence is the start of the "next big one" -- i.e. the latest "crash", following the .com bubble bursting in 2000 and the Global Financial...

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Dollar Cost Averaging

Where we stand 10 years later: A decade after the financial crisis

It's been said that those that fail to learn the lessons of history are condemned to repeat it. I think this is probably true -- but in the markets, the contrapositive, which goes something like "Those that oversimplify history too quickly are...

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Investing Change

August Newsletter: Tectonic Shifts Brewing

It must be a human temptation to always believe that one is living in a pivotal era, an inflection-point for the world, a time when "everything is about to change." It's the ultimate ego-centrism. 

Yet since the time I am able to remember,...

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Summer

Emerging Markets: A Compelling Value Opportunity?

Emerging markets have a conundrum for investors. In the first decade of this century, EM markets were high-flying with the BRICs (Brazil, Russia, India, and China) all the talk of the finance world. As always, as soon as people starting talking...

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