Jeff DeMaso

439 posts

Weekly Brief

Inflation, Hiring and the Fed: Navigating a Delicate Balance

Quiz time! | The BLS chief is fired after a weak jobs report | Inflation holds steady

| 6 min read
IVA Research

Hedge the Noise: Currency Risk and Bond Funds

If you want your foreign bond fund to act like a bond fund, hedge the currency risk.

| 6 min read
IVA Research

Meet Your Peers

The investors behind those trillions: How the average Vanguard investor stacks up.

| 7 min read
Monthly Recap

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.

| 9 min read
Weekly Brief

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

| 6 min read
IVA Research

Vanguard’s Sector Showdown: Active Loses Favor

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

| 8 min read