Jeff DeMaso

461 posts

Monthly Recap

Growth Stocks Finish Strong

JANUARY 2025 | A reminder to stay diversified. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.

| 8 min read
IVA Research

Growth Stocks Dominated 2024

2024 MARKET REVIEW: The large growth bull market continued to charge.

| 8 min read
IVA Research

2024 Month-By-Month: Leadership Change at Vanguard, Not in the Markets

The IVA 2024 Month-By-Month Review.

| 7 min read
Trade Alert

2025 Hot Hands Funds Alert

Announcing 2025's Hot Hands fund

| 1 min read
IVA Research

Bull Run or Turning Point?

2025 OUTLOOK: Bull markets can run longer than expected—but at the same time, there are some good reasons to approach today’s stock and bond markets cautiously.

| 15 min read
Quick Take

Vanguard's Passivity Pact

Vanguard signs a passivity agreement with the FDIC.

| 2 min read