Jeff DeMaso

461 posts

IVA Research

Di-Worse-ified Equity

Is anything as painful as a bad mutual fund that compounds its mediocrity by paying out large capital gains distributions? Vanguard released its final estimates for the capital gains it expects its funds to pay this month, and one of the biggest is coming from one of Vanguard’s worst

| 2 min read
Quick Take

Get It While It’s Hot, Or Not

Public Service Announcement: PRIMECAP Odyssey Aggressive Growth has reopened.

| 4 min read
Weekly Brief

Recession Fears Replace Inflation Worries

Inflation check-in | Signs of a recession | Capital Gain season | Vanguard service woes

| 3 min read
IVA Research

How Clear Is Vanguard’s Crystal Ball?

Vanguard’s annual economic and market outlook has just been published and will no doubt garner some interest in part because it runs to almost 60 pages—long enough to suggest that it must be right. But quantity doesn’t always equal quality or accuracy!  So, if you’re going

| 5 min read
Quick Take

Climate Confusion

In yesterday’s Weekly Brief, I told you that pressure from state attorneys general over Vanguard’s involvement in groups like Net Zero Asset Managers (NZAM) might put their ability to run their index funds at risk. Well, Vanguard caved to the political pressure. On Wednesday they exited the emission-reduction

| 2 min read
Weekly Brief

No One Wins All the Time, But Some Still Win Over Time

Disagreeing with S&P's Persistence Scorecard | Vanguard, utility stocks and FERC | Are regional ESG ETFs on the way?

| 5 min read