Jeff DeMaso

482 posts

Trade Alert

2023 Hot Hands Fund Alert

Announcing 2023's Hot Hands fund.

| 1 min read
Weekly Brief

Closing A Challenging Chapter

Comparing 2008 and 2022 | Portfolio review

| 3 min read
IVA Research

Just Keep Going

2023 OUTLOOK: I'm on recession watch but still expect stocks to gain ground.

| 16 min read
IVA Research

Fleeting Yields

Cash has been king this year. And yields on money markets are tempting but be aware that the current spike in municipal money market yields is likely to prove fleeting. Municipal Money Market’s (VMSXX) yield has more than doubled in December—rising from 1.72% to 3.60% (as

| 2 min read
Quick Take

More or Less Confusing?

Imagine changing your name after 45 years! Launched in September 1977, Short-Term Tax-Exempt (VWSTX) will be called Ultra-Short-Term Tax-Exempt starting at the end of February 2023. Frankly, the name change is overdue as it always created some confusion among investors—or maybe it was just me who got tripped up

| 2 min read
Weekly Brief

Casting Call for Active Managers

Bonds dropped with stocks | The Fed doesn't have a clue | Vanguard fired RS Investments from MidCap Growth | Vanguard's casting call

| 5 min read