Jeff DeMaso

439 posts

Monthly Recap

Growth Stocks Rally, Bonds Defy Expectations

NOVEMBER 2024 | Growth stocks are leading once again, while bond prices have fallen, rather than risen. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.

| 9 min read
In The News

Money Life with Chuck Jaffe: Buy What Makes You Comfortable

PODCAST — My appearance on Money Life with Chuck Jaffe.

| 1 min read
Weekly Brief

Navigating the Noise: The Economy, the Election, and the Fed’s Next Move

Take a breath | The economy grew 0.7% in the third quarter | Money market yields | Vanguard pushes margin loans while shuttering its legacy mutual fund platform

| 5 min read
IVA Research

Capital Gains Sneak Peek: 2024

I’m expecting an average capital gains distribution season this year.

| 14 min read
Quick Take

Vanguard Platform to Shutter

Vanguard is shutting down its legacy mutual fund account platform at the end of 2025.

| 3 min read
Weekly Brief

NVIDIA’s Streak and the 3% Forecast

NVIDIA’s market | Goldman Sachs’ 3% forecast | Vanguard’s 3% (to 5%) forecast

| 4 min read