Growth Slows. Stocks Don’t.

AUGUST 2025 | Stocks hit record highs despite tariff deals and deadlines. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.

Aug 1, 2025 | 9 min read

Tariffs, Bonds and Discipline

Short-term tariff costs low—so far | Greg Davis goes 40/60 | Cash Deposit’s yield drops (again) | Money market portfolio manager Lanius retires

Jul 30, 2025 | 6 min read

Vanguard’s Sector Showdown: Active Loses Favor

Why I prefer Vanguard’s sector index funds over the actively managed, Wellington-run sector funds.

Jul 29, 2025 | 8 min read

Same Headlines, Different Market

Resilient earnings | The tables turned on tech stocks | Vanguard still not betting on bitcoin | Average cost is not a default option

Jul 23, 2025 | 5 min read

Can You Predict Sector Winners?

Timing sectors sounds smart—until you try it.

Jul 22, 2025 | 8 min read

Tech Pops, PRIMECAP Drops, Vanguard Gets Sued

Tech stocks held their ground | Morningstar downgrades PRIMECAP | Just Invest’s founders sue Vanguard | Cost basis update

Jul 16, 2025 | 8 min read

Jeff DeMaso