Jeff DeMaso

289 posts

IVA Research

Check Your Expectations

FUNDS FOCUS — LARGE-CAP GROWTH FUNDS | Evaluating Vanguard options for your portfolio’s growth engine.

| 24 min read
Weekly Brief

Optimists Triumph

Time in the market prevails | Earnings drive stock prices | Inflation check in | Vanguard adds to the noise

| 4 min read
IVA Research

Exceptional International Growth

INTERVIEW — My exclusive conversation with Baillie Gifford’s Thomas Coutts, portfolio manager on International Growth.

| 28 min read
Weekly Brief

September’s Stumbling Start

Markets stumble to start September | Zweig reminds us about snake oil | Digital Advice’s minimum drops | Vanguard charges fees in error

| 4 min read
IVA Research

Here Comes the Fed — Part II. Stocks

Putting Wall Street’s “don’t fight the Fed” saying to the test.

| 14 min read
Monthly Recap

No Fangs for Bears and Near-Bears

SEPTEMBER 2024 | The bumpy road to stock market gains. Plus, IVA Portfolio notes, Distributions Ahead, the IVA Factor Tracker and (as always) a roundup of articles and analysis from the past month.

| 11 min read