Jeff DeMaso

413 posts

Weekly Brief

All Streaks End

S&P’s nine-week winning streak | Lubos Pastor joins Vanguard’s board | More portfolio manager changes | Vanguard sued | Tech snafus delay year-end statements

| 5 min read
Monthly Recap

Your Benchmark, Not the Market’s

JANUARY 2024 | The S&P 500 is not your benchmark. Plus, an article roundup and the IVA Factor Tracker.

| 6 min read
IVA Research

Super Stocks Put an End to Bear Market

2023 MARKET REVIEW: A profitable year masks large divergences among stocks.

| 7 min read
IVA Research

Markets Rallied, Vanguard’s Tech Didn't

The IVA 2023 Month-By-Month Review.

| 6 min read
Trade Alert

2024 Hot Hands Funds Alert

Announcing 2024's Hot Hands fund.

| 1 min read
IVA Research

The First Shall Be Last

2024 OUTLOOK: A turning point within the market, not for the market.

| 18 min read