Jeff DeMaso

489 posts

IVA Research

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.

| 7 min read
Monthly Recap

IVA MONTHLY RECAP | 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.

| 9 min read
IVA Research

Compounding Through the Noise

2025 MARKET REVIEW: How investors were rewarded for staying disciplined as leadership broadened beyond AI.

| 11 min read
IVA Research

2025 Month-By-Month: Eventful but Profitable

The IVA 2025 Month-By-Month Review.

| 9 min read
Trade Alert

2026 Hot Hands Funds Alert

Announcing 2026's Hot Hands fund.

| 1 min read
Weekly Brief

The Bessent Barometer and a Year of Gains

Bessent Barometer check-in | Gains across the board | Another 403(b) fee increase | Vanguard hires a marketing officer from Fidelity

| 8 min read