Jeff DeMaso

461 posts

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
IVA Research

My 2024 Scorecard

Grading my 2024 Outlook—my predictions for stocks and bonds were mixed, while my economic forecast was spot-on.

| 7 min read