Articles about Member Newsletter

Febuary

February Newsletter: The Commodity Markets Just Went Through Their Version of a Depression - Here's What We Can Learn.

One of the best-known investment prognosticators of the last decade was “commodity-bull” Jim Rodgers, who obtained celebrity—like status by consistently predicting a period of rising commodity prices that he called a “commodity supercycle.” ...

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December Newsletter

December Newsletter: Should You Be Worried About the Fed Rate Hike?

If your investing career is less than nine years old, you are about to witness something momentous for the first time: it is quite likely that the Federal Open Market Committee (FOMC, a part of the Federal Reserve System) will raise their target...

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Seasons Of Investing

September/October Newsletter: Productive Musings on the Productivity Puzzle

Careful followers of the IvyVest model have surely by now noticed we have hit an inflection point: after being neutral to slightly overweight in stocks for the past couple years amid strong momentum but rising valuations, the model has responded...

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Roller Coaster

August Newsletter: Why You Should Forget (Not Ignore) the Volatility and Buy a House

A Quick Word About the Volatility...

For IvyVesters, volatility like the kind we have seen the last few weeks should not be a source of alarm. But unlike hard-core buy-and-hold investors, we will not simply “ignore” the volatiliy, nor we will we...

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Expected Returns

Could the US Be the Next Greece or China?

Whether they admit it or not, most investors today have a single fear that they can't quite shake, no matter how convincing of a story they tell themselves otherwise. What wakes most investors up in the middle of the night in a sweat is the...

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Summer

June Newsletter: Oily Times

The markets are full of prices that are constantly fluctuating on a daily basis, from the prices of individual shares, to currencies, to commodities. But two of these prices stand out for their macro-economic importance, as well as their...

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Summer

May Newsletter: Secular Stagnation?

Of all the questions that one could ask about finance or economics, perhaps none is more fundamental than the question of whether the underlying rate of progress is increasing or slowing. That's the provocative question that's being debated in...

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April

April Newsletter: One Guru to Rule Them All?

“Ask five different economists and you'll get five different answers – six if one went to Harvard.”
- Edgar Fielder

There are a handful of events that were so momentous and made such a mark on us that we'll always vividly remember the day that...

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March Newsletter

March Newsletter

Being forced to choose between "Roth" and "traditional" retirement accounts is precisely the sort of dilemma that causes most people's eyes to glaze over, and their wallets to open to the nearest financial advisor. It's also not our favorite kind...

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Febuary

February Newsletter: Coping With Tax-Advantaged Account Complexity

"Life is really simple, but we insist on making it complicated."
-Confucius

“Abandon the urge to simplify everything, to look for formulas and easy answers, and to begin to think multidimensionally, to glory in the mystery and paradoxes of...

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