Jeff DeMaso

482 posts

In The News

The Weighing Machine: An Independent Voice on Vanguard

PODCAST — My appearance on Orion's The Weighing Machine.

| 1 min read
IVA Research

Heating Up?

Newton’s first law says that an object at rest stays at rest and an object in motion stays in motion with the same speed and in the same direction unless acted upon by an unbalanced force. [Emphasis added.] This is the idea behind momentum investing and our Hot Hands

| 12 min read
Quick Take

Vanguard Shuffles the Deck … Again

When I reviewed MidCap Growth (VMGRX) at the start of the month, I said that “Vanguard continues to shuffle the managers at MidCap Growth in search of a winning hand.” Well, I had no idea that Vanguard was about to take a card out of the deck so quickly. Today

| 1 min read
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