Articles about Member Newsletter

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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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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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June Newsletter: Taking Stock of the Trump Tradewar

With the S&P 500 still more than 100 points off its all-time high of earlier this year and international faring even worse, there are still considerable jitters in the financial world, despite a recovery in market performance since the...

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Ai

May Newsletter: The AI Revolution

In 1997 the computer "Deep Blue" beat Chess Grandmaster Garry Kasparov in a best-of-seven match, proving machine supremacy over the best human chess player for the first time in history. Deep Blue was the culmination of more than a decade of work...

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Guerilla

March Newsletter Pt 1: The Return of the Gorilla

Writing a newsletter that takes the “rational” approach to investing has its tough moments. Alarmist financial news sells for a reason – it’s novel, it provokes an emotional response, it plays to the cascading waves of fear and greed that all...

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New Rules

January Newsletter: Long-term Returns

A foundational principle of IvyVest is that for most investors, there is a "95-5" rule in investing. Put simply: 95% of your results will come from what, to at least most investors, is 5% of your efforts. The 5% that the data proves really...

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December Newsletter

December Newsletter: Taking Stock of 2017

As we write this we are counting down the hours left in 2017, which among other things means we are well into the annual season where prognosticators everywhere make mostly-bad predictions about the year ahead. We say mostly-bad because there is...

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Summer

August Newsletter: Are Emerging Markets Re-Emerging as Market Leaders?

At IvyVest, we believe in investing in a variety of markets around the world in order to maximize the benefits of diversification. If, for instance, you happen to be living in Japan and the Japanese stock market suffers a twenty-five-year cold...

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Roller Coaster

July Newsletter: Cryptocurrency takes off

Bubbles, speculation, fiat currencies, the Federal Reserve, and the nature of money and assets. These and more are some of the tantalizing reasons we couldn’t resist talking about bitcoin way back in 2013 (the last time it was going through a...

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