Jeff DeMaso
576 posts
A Bad Trade, Even If Nothing Goes Wrong
Junk bonds are paying close to the smallest yield premium over Treasurys in three decades. Here's why I'm passing—and what I own instead.
WEEKLY BRIEF | Cash Plus Isn't a Beta Anymore. It's a Business.
September starts red | Portfolios beat the average investor | Cash Plus splits into tiers
IVA MONTHLY RECAP | Headlines vs. History
SEPTEMBER 2026 | A scary September stat and a "bond market rout" both crumbled under scrutiny. 500 Index's 50th birthday is a good reminder of why staying the course wins. Plus, IVA Portfolio notes, Distributions Ahead, the IVA Factor Tracker and a roundup of articles from the past month.
Bogle’s Folly at 50
The index fund turns 50 | Why compounding wasn't easy money| Vanguard finally offers a transfer lock | Vanguard acquires Altruist
Cash vs. Bonds: The Free Lunch That Isn't
History says bonds win. Here's why I'm holding more cash anyway.
The Cost of Flinching
What one missed month costs | A bond market milestone, not a meltdown | Changing seats at Vanguard's muni desk