Jeff DeMaso
569 posts
SpaceX in the Haystack
MAILBAG | Which Vanguard funds own SpaceX, how much, and why nearly all of it landed in index funds that weren't even trying.
WEEKLY BRIEF | Climbing Markets, Falling Fees
Real GDP grows 2.1%, stocks hit their 27th record high | Vanguard kills its last loads
Why PRIMECAP Looks Like a Momentum Fund (But Isn't)
How one stock PRIMECAP bought in 1998 turned into the fund's biggest position—and its biggest headache.
IVA MONTHLY RECAP | Too Close to the Sun
AUGUST 2026 | The year’s hottest trades got their wings clipped in July. Plus, Malvern updates, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
Not Fully Fixed
Tech takes a breather | Vanguard’s new Chairman | RMD emails miss the mark | WVB funds launch (but not for most of us)
Nearly Back in the Black—But That's Not the Point
Total Bond Market Index is closing in on a full recovery. But its comeback matters less than what its yield is telling you about the decade ahead.