IvyVest Blog

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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Turkey

November Newsletter: Is Indexing on the Decline?

If you had to express the IvyVest approach to investing in three words, they would be: simplicity usually wins. Nowhere is this more true than when it comes to index funds, where buying and holding a single security is often an overwhelmingly...

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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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Why Dont Interest Rates Go Up

Interest Rates Have Nowhere To Go But Up -- So Why Don't They?

Two weeks ago, I wrote about the essential dichotomy facing investors: stocks look quite expensive in absolute terms, but quite reasonable when compared to Treasury bonds. In such an environment, it may be that the key question that you need to...

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