Jeff DeMaso

401 posts

Weekly Brief

Watching Spreads, Not Headlines

Don’t trade headlines | Do junk bonds reflect recession?

| 4 min read
IVA Research

Do You Really Need “Private” Investments?

Just because you can invest in “alternative” or “private” investments doesn’t mean you should.

| 24 min read
Weekly Brief

Moody’s Moves, Muni ETFs Launch, and a Rejected Settlement

Moody’s downgrades U.S. debt | A budget bill works its way through Congress | Vanguard launches two muni bond ETFs | Target Retirement settlement gets rejected

| 8 min read
IVA Research

Do Low Brackets Mean Lesser Worries? And What Just Happened to Munis?

MAILBAG | Should low-tax bracket investors even worry about taxes? What the heck happened in the municipal bond market?

| 9 min read
Weekly Brief

Tariff Ceasefire, Not Freedom

Tariffs are still high despite a U.S.-China ceasefire | More government ETFs | Kilbride is retiring at year-end | WVB All Markets fund | Vanguard gets sued … again

| 5 min read
IVA Research

Clearing the After-Tax Hurdle

How do IVA Portfolio holdings stack up after taxes?

| 15 min read