Jeff DeMaso

556 posts

IVA Research

A Most Challenging Year

2022 MARKET REVIEW: For conservative investors, 2022 was as difficult as 2008's Global Financial Crisis.

| 10 min read
IVA Research

Market, Service and Technology Woes

The IVA 2022 Month-By-Month Review.

| 5 min read
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