Jeff DeMaso

461 posts

IVA Research

When Size Is the Enemy

FUNDS FOCUS — AGGRESSIVE GROWTH FUNDS

| 17 min read
Monthly Recap

What’s In a Pivot?

DECEMBER 2022 | Has the Fed pivoted? How about the stock market? Can Vanguard pivot and provide better service? Plus, an article roundup and the IVA Factor Tracker.

| 7 min read
Weekly Brief

Ham-Handed Technology Woes

Supply chains on the mend | Vanguard at the bottom of J.D. Power survey | Vanguard sued over Target Retirement funds | U.S. Liquidity Factor ETF is liquidated

| 5 min read
IVA Research

Yield Curve Flashes Yellow

One of Wall Street’s go-to recession warning signs—the yield curve—is flashing yellow right now. The media is all over it and the headlines sure sound scary. Since I too include the yield curve on my “recession dashboard,” let’s take a closer look at what it is,

| 8 min read
Weekly Brief

A More Expensive Thanksgiving

Crypto and FTX | Thanksgiving dinner prices

| 4 min read
IVA Research

Down, Not Out

"Reports of my death are greatly exaggerated.” Mark Twain didn’t quite say that, but I’m reminded of the misquote these days whenever I read articles declaring the death of the classic balanced portfolio—60% stocks and 40% bonds. There’s no sugar-coating it, 2022 has been a

| 9 min read