Jeff DeMaso

556 posts

Monthly Recap

What’s In a Pivot?

DECEMBER 2022 | Has the Fed pivoted? How about the stock market? Can Vanguard pivot and provide better service? Plus, an article roundup and the IVA Factor Tracker.

| 7 min read
Weekly Brief

Ham-Handed Technology Woes

Supply chains on the mend | Vanguard at the bottom of J.D. Power survey | Vanguard sued over Target Retirement funds | U.S. Liquidity Factor ETF is liquidated

| 5 min read
IVA Research

Yield Curve Flashes Yellow

One of Wall Street’s go-to recession warning signs—the yield curve—is flashing yellow right now. The media is all over it and the headlines sure sound scary. Since I too include the yield curve on my “recession dashboard,” let’s take a closer look at what it

| 8 min read
Weekly Brief

A More Expensive Thanksgiving

Crypto and FTX | Thanksgiving dinner prices

| 4 min read
IVA Research

Down, Not Out

"Reports of my death are greatly exaggerated.” Mark Twain didn’t quite say that, but I’m reminded of the misquote these days whenever I read articles declaring the death of the classic balanced portfolio—60% stocks and 40% bonds. There’s no sugar-coating it, 2022 has been

| 9 min read
IVA Research

Distribution Season Comes For Non-Vanguard Funds Too

Note: This article contains distribution data for calendar year 2022. Earlier this week I detailed which Vanguard mutual funds are expected to distribute capital gains and when. But in the past, we’ve recommended a few non-Vanguard mutual funds as replacements for Vanguard funds that close to new investors.

| 1 min read