Jeff DeMaso
493 posts
Vanguard’s Market Call Comes With an Asterisk
MAILBAG | Vanguard’s latest outlook flips the classic portfolio on its head—but history, humility, and diversification still matter.
IVA QUICK TAKE | Vanguard’s Big Split Is Official
Two investment units, two indexing teams—and a higher bar to keep costs and execution tight.
IVA QUICK TAKE | Vanguard Turns Promotional on Cash Yields
A limited-time bump to Cash Plus is good news for savers—but an unusual move from Vanguard.
Big News, Small Market Moves
An incursion in Venezuela grabs attention—but not the markets
My 2025 Scorecard
Grading my 2025 Outlook: I got the big economic call right, correctly anticipated the bull market’s staying power and stuck with foreign stocks. My forecasts for market leadership and bonds were more mixed.
Profits Without the Euphoria
JANUARY 2026 | Putting another strong year into perspective. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.