Jeff DeMaso
536 posts
Can Both Be Right?
FEBRUARY 2026 | Stocks and gold are sending opposing signals. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
| 10 min read
Vanguard’s Fee Cuts Keep Coming. The Easy Wins Are Gone.
Another round of expense reductions reinforces Vanguard’s low-cost mission—but also highlights the limits of the race to zero.
| 3 min read
Uncertainty Moves Gold, But Growth Moves Stocks
Why safe havens react—and productive assets still matter
| 4 min read
Narrowing The Field: Decoding Vanguard’s Indexed Growth & Income Funds
FUNDS FOCUS — GROWTH AND INCOME INDEX FUNDS | Vanguard offers no shortage of index funds designed for generating both growth and income. I’ll give you my top picks as well as the ones you can safely ignore.
| 24 min read
A Greenland-Sized Shock
Traders react to rising U.S-Europe tensions | One volatile day, familiar lessons
| 3 min read