Jeff DeMaso
515 posts
WEEKLY BRIEF | Perspective in a Noisy Market
Pullbacks in perspective | Vanguard delays target-maturity bond ETFs (again) | Supplemental distribution estimates
Vanguard’s Target-Maturity Bond ETFs: Useful Tools, Limited Uses
Low fees and a familiar playbook could help Vanguard win assets—but these funds solve specific problems and won’t replace traditional bond funds.
Another War, Another Market Test
War tests investors | PRIMECAP’s Joel Fried is retiring | Supplemental distributions coming | Vanguard settles Texas lawsuit
PRIMECAP’s Next Generation
Joel Fried’s retirement brings the firm’s generational handoff into focus—but PRIMECAP’s unusual structure may give it an edge.
Should You Tilt Foreign Stocks Toward Growth or Value?
A new pair of international ETFs revives an old debate: growth, value—or neither?
Same Market, New Winners
MARCH 2026 | Diversification earns its keep, war erupts in the Middle East, and Vanguard settles. Plus, IVA Portfolio notes, Distributions Ahead, the IVA Factor Tracker and a roundup of articles and analysis from the past month.