Jeff DeMaso
482 posts
Perspective, Precision, and PRIMECAP
Putting the AI-led pullback in perspective | Ten new target-maturity bond ETFs | PRIMECAP’s new fee arrangement | PRIMECAP Odyssey distribution estimates
PRIMECAP Finds Its Edge … Again
A strong 2025 reminds investors why patience with PRIMECAP still pays.
Vanguard Joins the Bond Ladder Race
The fund giant files to launch 10 target-maturity corporate bond ETFs—finally entering a market led by iShares and Invesco.
Vanguard’s Filing Fumble & Cash Yield Cut
Government shutdown ends with stocks higher | An active ETFs filing fiasco | Cash Plus Account’s yield slips
Cheap, Clean, and Unproven: A Closer Look at Vanguard’s First Active Stock ETFs
The new Wellington-run ETFs offer competitive (but not standout) pricing and tax-friendly wrappers—but the strategies still need to earn their keep.
Too Good to Be True
Vanguard’s first active ETFs won’t carry the rock-bottom fees first advertised. A filing error, not a strategy shift—and a reminder that Vanguard’s tech still needs work.