Jeff DeMaso

342 posts

Weekly Brief

WEEKLY BRIEF | Trump Returns, Earnings Grow and Vanguard Pays

Trump hits the ground running in his second term | A strong start to earnings season | SEC fines Vanguard $106 million | Required PRIMECAP reading

| 4 min read
IVA Research

Upping The Limit: 2025

Updating the 2025 contribution limits for retirement accounts.

| 9 min read
Weekly Brief

When Good News is Bad: Unemployment, Inflation, and Market Reactions

A strong unemployment report | Inflation nears 3% | Bitcoin one year later | Vanguard plans to launch Short Duration Bond ETF | Manager changes

| 5 min read
IVA Research

“Cough!” Health Care’s Changing Guard

Assessing Jean Hynes’ tenure managing Health Care.

| 2 min read
Quick Take

Vanguard Plans Another Active Bond ETF

Vanguard plans to launch another actively managed bond ETF—Short Duration Bond ETF.

| 2 min read
Weekly Brief

FDIC Deal, Lawsuit News, and Yield Insights

Stocks pick up where they left off | Vanguard’s passivity agreement with the FDIC | Jean Hynes steps away from Health Care | Target Retirement class action | My yield prediction is on target

| 5 min read