Jeff DeMaso

529 posts

Weekly Brief

War Tests the Market—Diversification Holds

What’s held up since the conflict began | Diversification in action | Vanguard’s emails misfire (again)

| 4 min read
IVA Research

Two Alternatives, One Problem

FUNDS FOCUS — ALTERNATIVES | A closer look at Market Neutral and Commodity Strategy—and why neither builds wealth the way stocks do.

| 10 min read
Weekly Brief

Perspective in a Noisy Market

Pullbacks in perspective | Vanguard delays target-maturity bond ETFs (again) | Supplemental distribution estimates

| 6 min read
IVA Research

Vanguard’s Target-Maturity Bond ETFs: Useful Tools, Limited Uses

Low fees and a familiar playbook could help Vanguard win assets—but these funds solve specific problems and won’t replace traditional bond funds.

| 6 min read
Weekly Brief

Another War, Another Market Test

War tests investors | PRIMECAP’s Joel Fried is retiring | Supplemental distributions coming | Vanguard settles Texas lawsuit

| 5 min read
Quick Take

PRIMECAP’s Next Generation

Joel Fried’s retirement brings the firm’s generational handoff into focus—but PRIMECAP’s unusual structure may give it an edge.

| 3 min read