Jeff DeMaso

482 posts

Weekly Brief

Headlines Are Not Investment Advice

Supply chains back to normal | Ray Dalio's comments

| 3 min read
IVA Research

Corporates: Good or Evil?

Channeling my grandkids, it’s been a not so good, very, very bad year for bonds in 2022. As we know the bond market has been a source of much investor angst—to put it lightly—Jeff and I will continue to try and bring our perspective to questions you

| 5 min read
Quick Take

Manager Musical Chairs Continue at Vanguard

As investors question whether they should bother owning a foreign stock fund, Vanguard is raising big questions about one of its active options, International Explorer (VINEX).

| 2 min read
In The News

The Death and Rebirth of a Truly Independent Vanguard Newsletter

Barrons' Lewis Braham profiled our effort to launch The Independent Vanguard Adviser.

| 1 min read
Weekly Brief

Out With The Old, In With Version 2.0

We're launching version 2.0 in the middle of a bear market. Thank you for embarking on this journey, even if the water looks a bit choppy.

| 4 min read
IVA Research

Taking Stock As We Set Off

If there were any doubts, they were squashed in September—investment markets are firmly in the bear’s grip. Not only are U.S. stocks roughly 25% lower than they were at the start of the year, but bonds are having their worst run in at least four decades.

| 11 min read