Jeff DeMaso

482 posts

IVA Research

Core Strength

FUNDS FOCUS — GROWTH AND INCOME FUNDS | Evaluating Vanguard’s options for the core of your portfolio.

| 31 min read
Monthly Recap

More of the Same

FEBRUARY 2024 | The S&P 500 was the place to be … again. Plus, links to a PRIMECAP interview, an article roundup, Portfolio Notes and the IVA Factor Tracker.

| 10 min read
Weekly Brief

Earnings Grow, Fed Holds

The Fed holds as earnings grow | Vanguard launches two municipal bond ETFs | Municipal Money Market’s yield rises | Vanguard’s tech trips over noncovered shares

| 5 min read
Quick Take

A PRIMECAP Reopening Ahead?

Will Vanguard reopen its three PRIMECAP-run funds?

| 3 min read
IVA Research

Where Did the Recession Go?

Consensus expectations for a 2023 recession were wrong. Why?

| 6 min read
Weekly Brief

Better Than Plain Vanilla

The S&P 500 sets a new high | Municipal money market yield rollercoaster | Vanguard partners with estate planning software Vanilla

| 4 min read