Jeff DeMaso
439 posts
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
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
Meet Your Peers
The investors behind those trillions: How the average Vanguard investor stacks up.
| 7 min read
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
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
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