Jeff DeMaso
439 posts
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
Money Life with Chuck Jaffe: Buy What Makes You Comfortable
PODCAST — My appearance on Money Life with Chuck Jaffe.
| 1 min read
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
Capital Gains Sneak Peek: 2024
I’m expecting an average capital gains distribution season this year.
| 14 min read
Vanguard Platform to Shutter
Vanguard is shutting down its legacy mutual fund account platform at the end of 2025.
| 3 min read
NVIDIA’s Streak and the 3% Forecast
NVIDIA’s market | Goldman Sachs’ 3% forecast | Vanguard’s 3% (to 5%) forecast
| 4 min read