Jeff DeMaso

482 posts

Weekly Brief

Information Over Action

Fed holds steady | Student debt won’t cause a recession | Distribution season

| 4 min read
IVA Research

Location, Location, Location

I’m committed to owning a globally diversified portfolio. But does that require a foreign real estate fund?

| 14 min read
Weekly Brief

Is 4% the New 2%?

Inflation converges at 4% | Government shutdowns and stocks

| 4 min read
IVA Research

The Value of Ownership?

Vanguard loudly trumpets that it is owned by shareholders of its mutual funds and ETFs. But what rights do we owners actually have?

| 5 min read
Weekly Brief

Bonds Over Stocks?

Should we heed Hulbert’s stock market warning?

| 6 min read
IVA Research

Fall Begins in September

October gets a bad rap, but it's September that investors should be wary of.

| 2 min read