Jeff DeMaso
543 posts
IVA MONTHLY RECAP | The Ride Is Part of the Deal
JUNE 2026 | Technology stocks are surging—and the semiconductor rally is going global. But big winners come with big retreats. Plus, IVA Portfolio notes, Distributions Ahead, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
WEEKLY BRIEF | Earnings Do the Talking
Earnings keep beating | Vanguard's missing maturity data | A personal note
Mid-Caps, Mixed Results
FUNDS FOCUS — MID-CAP GROWTH FUNDS | Mid-cap stocks have quietly outperformed over time. So why doesn’t Vanguard have a standout active fund?
Long Duration, Two Ways
Tech stocks soar, long bonds sink | Acquired Podcast covers Vanguard | Baillie Gifford goes ETF
Aggressive Investing Made Simple
FUNDS FOCUS—AGGRESSIVE GROWTH FUNDS | Small stocks still have a place in long-term portfolios—but investors don’t need complicated funds to own them.
Vanguard Will Buy the Next Trillion-Dollar Stock
Mega AI IPOs are coming | Vanguard hires outside talent, again | New names for old funds