Jeff DeMaso

556 posts

Weekly Brief

Securities Lending … Not For All

A factory construction boom | Securities lending for the wealthy

| 3 min read
IVA Research

One Size Doesn’t Fit All

FUNDS FOCUS – Life-Cycle | There’s a lot to like about Vanguard’s allocations, and I’ve always said that investing doesn’t need to be complicated, but investing isn’t one size fits all, either.

| 23 min read
Monthly Recap

We Were Promised a Recession

JULY 2023 | With no recession in sight, stocks delivered double-digit returns in the first half of 2023. Be wary of outsized one-year returns and the Super Seven. Plus, an article roundup and the IVA Factor Tracker.

| 9 min read
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