Jeff DeMaso

595 posts

Weekly Brief

WEEKLY BRIEF | Flagship Is Back

PRIMECAP’s ETF is here | Flagship is back | Cash Plus tiers are here | A growthier Target Retirement | Defense stocks lose the war

| 5 min read
Quick Take

IVA QUICK TAKE | PRIMECAP's First ETF Is Here

A 40-year mutual fund stalwart makes its ETF debut with a distinct, smaller-stock portfolio

| 4 min read
IVA Research

Lunch Time in the Board Room: 2026

Do Vanguard’s Board of Trustees eat their own cooking—investing alongside the shareholders they represent?

| 16 min read
Weekly Brief

Gold’s Quiet Bear Market

Gold’s 20%+ slide | Bonds hold better | Emerging Markets Bond Active ETF delayed (again)

| 3 min read
IVA Research

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.

| 20 min read
Weekly Brief

Record Highs, Missing Statements

A 15% year that's below par | Vanguard's statement SNAFU | Cash yields rise | Manager exit at Global Positive Impact

| 5 min read