Jeff DeMaso
602 posts
WEEKLY BRIEF | Beyond the Headlines
Vanguard confirms a breach | Capital gains estimates are out | Investor Choice expands | An emerging markets bond ETF arrives | Sprucegrove steps down | Pop quiz
PRIMECAP Without the Giants
Same stock pickers, smaller stocks. I dig into PRIMECAP’s first ETF, going over how it compares with its six mutual fund siblings and why I’m buying it.
WEEKLY BRIEF | Midterms, Markets and a Tech Hangover
Midterms and markets | Tech slides from its peak | Greenspan’s lesson
Nibbling Around the Edges: 2026
Does the manager of your mutual fund (or ETF) have confidence in what he or she is doing? Are they invested alongside you?
IVA MONTHLY RECAP | Quiet Victories
NOVEMBER 2026 | AI stumbles grabbed the headlines in October, while bonds, dividend growers and smaller stocks quietly delivered. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
Don’t Vote With Your Portfolio
Politics is a costly investment strategy | Who your Flagship consultant works for | A record year for capital gains?