Jeff DeMaso
289 posts
Check Your Expectations
FUNDS FOCUS — LARGE-CAP GROWTH FUNDS | Evaluating Vanguard options for your portfolio’s growth engine.
| 24 min read
Optimists Triumph
Time in the market prevails | Earnings drive stock prices | Inflation check in | Vanguard adds to the noise
| 4 min read
Exceptional International Growth
INTERVIEW — My exclusive conversation with Baillie Gifford’s Thomas Coutts, portfolio manager on International Growth.
| 28 min read
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
Here Comes the Fed — Part II. Stocks
Putting Wall Street’s “don’t fight the Fed” saying to the test.
| 14 min read
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