Jeff DeMaso
566 posts
IVA MONTHLY RECAP | Too Close to the Sun
AUGUST 2026 | The year’s hottest trades got their wings clipped in July. Plus, Malvern updates, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
Not Fully Fixed
Tech takes a breather | Vanguard’s new Chairman | RMD emails miss the mark | WVB funds launch (but not for most of us)
Nearly Back in the Black—But That's Not the Point
Total Bond Market Index is closing in on a full recovery. But its comeback matters less than what its yield is telling you about the decade ahead.
WVB Funds Are Here At Last … Sort Of
A year after the big announcement, Wellington, Vanguard and Blackstone's public-private funds are finally live—for a very small slice of investors.
When Momentum Reverses
Momentum stocks—and PRIMECAP—cool off in July | Vanguard goes back to school
How Much Could a Trump Account Be Worth?
The new retirement savings accounts for kids launched July 4—here's what the numbers reveal about how to actually use one.