Jeff DeMaso
482 posts
No Fangs for Bears and Near-Bears
SEPTEMBER 2024 | The bumpy road to stock market gains. Plus, IVA Portfolio notes, Distributions Ahead, the IVA Factor Tracker and (as always) a roundup of articles and analysis from the past month.
| 11 min read
How Much is Too Much?
NVIDIA’s sky-high valuations | Vanguard’s $1.8 billion private equity program
| 6 min read
Here Comes the Fed — Part I. Bonds
Should you buy bonds when the Fed cuts interest rates?
| 13 min read
Take a Vacation from Your Portfolio
Stocks gain ground over the summer | Vanguard to open two actively managed muni bond ETFs | Cash yields drop | A new general counsel and a big promise | 529 Plan follow-up
| 6 min read
The Growth vs. Value Distraction
Is it better to be a growth investor or a value investor?
| 10 min read
Vanguard’s Expanding Muni Lineup
My take on Vanguard’s plans to launch its first two actively managed municipal bond ETFs—Short Duration Tax-Exempt Bond ETF and Core Tax-Exempt Bond ETF.
| 2 min read