Jeff DeMaso
592 posts
WEEKLY BRIEF | Gold’s Quiet Bear Market
Gold’s 20%+ slide | Bonds hold better | Emerging Markets Bond Active ETF delayed (again)
More Munis, Same Winners
FUNDS FOCUS — TAX-FREE BOND FUNDS | Vanguard’s muni bond fund lineup keeps growing. Here are my ratings on every fund, and the few you actually need.
Record Highs, Missing Statements
A 15% year that's below par | Vanguard's statement SNAFU | Cash yields rise | Manager exit at Global Positive Impact
Make That Index Fund Look Foolish
More offense, faster sales on flagging companies and other index-beating thoughts. My interview with Dividend Growth's new co-managers, plus an update on Levering's Energy Opportunities record.
IVA MONTHLY RECAP | Buffett's Boring Portfolio Wins the Quarter
OCTOBER 2026 | A plain 90/10 mix of 500 Index and T-bills beat Vanguard’s off-the-shelf funds in the third quarter, but one quarter is no reason to give up on diversification. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
Is 5% Really That High?
Putting 5% Treasury yields in perspective | Vanguard takes full control of Long-Term Investment-Grade | More manager musical chairs | Vanguard fined for cost-basis errors