Jeff DeMaso

461 posts

Weekly Brief

A New Bull Market?

Gains for (nearly) all in 2023 | Check your RMD | Distribution Season is here | Beware of Vanguard Edge | Holiday publishing schedule

| 4 min read
IVA Research

Patient, Not Stubborn

The winds were blowing against my Portfolios this year. Is it time to chart a new course?

| 12 min read
Weekly Brief

Beating the Index to New Highs

Fed holds steady as inflation and unemployment tick lower | 500 Index nears a new high | Vanguard spent millions before shutting down Vanguard Invest in Germany | Vanguard subpoenaed

| 5 min read
IVA Research

What Have You Done for Me Lately?

Should we give the PRIMECAP Management team more time?

| 13 min read
Weekly Brief

The End of the Bear Market?

Stocks near a new high while bond yields fall from recent peaks | Vanguard launches Core Bond ETF and Core-Plus Bond ETF | Vanguard expands its proxy voting pilot program | Customers give Vanguard’s digital experience one star | Vanguard sells its OCIO business

| 6 min read
IVA Research

When Hot Turns Cold

Has the Hot Hands strategy run out of gas?

| 11 min read