Jeff DeMaso

505 posts

Weekly Brief

To Coup, Or Not to Coup

One-year returns on the rise | Where did the recession go? | A non-coup in Russia | Unknown requirements to lend your stocks

| 4 min read
IVA Research

What Kind of Investor Are You?

How much should I allocate to stocks versus bonds versus cash? It’s a fundamental question most investors spend too little time on. Here’s how to find the answer that is right for you.

| 16 min read
Weekly Brief

Can I Borrow Your Shares?

Powell signals higher interest rates ahead, but the big move is behind us | Vanguard rolls out securities lending to individual investors

| 4 min read
IVA Research

Paying Out Profits in a Bear Market

Vanguard has a profit-sharing plan. (Yes, you read that right.) It’s called the Partnership Plan, and it allows Vanguard’s C-suiters to pull down multimillion-dollar paychecks with little transparency.

| 6 min read
Weekly Brief

Seven Stocks to Rule Them All

Fed hits pause | Inflation cools | Big tech rules the roost

| 6 min read
IVA Research

Can Active Funds Clear the Tax Hurdle?

Index funds have become most investors’ default investment option for at least a couple of good reasons, including low tax exposure. But that doesn’t mean you should abandon active funds—some managers have delivered index-fund-beating returns even after taxes are accounted for.

| 18 min read