Jeff DeMaso
494 posts
WEEKLY BRIEF | Vanguard Splits, Shifts and Stumbles
Proposals in perspective | Rotenberg’s expanding role | Vanguard splits its stock indexing team | Cash Plus yield gets a teaser yield | A year-end email misfire
Vanguard’s Market Call Comes With an Asterisk
MAILBAG | Vanguard’s latest outlook flips the classic portfolio on its head—but history, humility, and diversification still matter.
Vanguard’s Big Split Is Official
Two investment units, two indexing teams—and a higher bar to keep costs and execution tight.
Vanguard Turns Promotional on Cash Yields
A limited-time bump to Cash Plus is good news for savers—but an unusual move from Vanguard.
Big News, Small Market Moves
An incursion in Venezuela grabs attention—but not the markets
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.