Jeff DeMaso
482 posts
Is the Summer Slump Over?
Markets rebound | IVA On Air | Inflation check in | Oaktree fired | Vanguard changes its 529 Plan
Overlooked Growth Potential
FUNDS FOCUS — MID-CAP GROWTH FUNDS | Searching for growth in an overlooked part of the market.
Vanguard Reduces Head Count at Emerging Markets Select Stock
Vanguard fired Oaktree from Emerging Markets Select Stock—ending their nearly 30-year-long relationship.
Does It Load?
Putting market action into context | Vanguard’s website goes down | Sahm Rule indicates a recession | Ramji eyes private markets | Bonus IVA Portfolio commentary
David, Goliath or …?
While large and small stocks get all the attention, mid-sized stocks have outperformed over the past 45 years.
Round and Round We Go
AUGUST 2024 | Putting the stock market rotation into context. Plus, IVA Portfolio notes, the IVA Factor Tracker and (as always) a roundup of articles and analysis from the past month.