Jeff DeMaso
600 posts
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?
Capital Gains Sneak Peek: 2026
Vanguard’s active funds are on pace for their biggest payouts in more than two decades. Here’s who’s paying, how much, and what to do about it.
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