Jeff DeMaso
439 posts
Tariff Ceasefire, Not Freedom
Tariffs are still high despite a U.S.-China ceasefire | More government ETFs | Kilbride is retiring at year-end | WVB All Markets fund | Vanguard gets sued … again
| 5 min read
Inside the First Fund from Vanguard, Wellington and Blackstone
My initial take on the first interval fund from the Wellington-Vanguard-Blackstone alliance.
| 3 min read
Forecasts, Fees, and False Narratives
All winning streaks end | The economy contracted last quarter | Treasury Secretary’s sweeping forecast | A zero-fee fund follow-up | Vanguard’s 10-year outlook
| 10 min read
Tariffs, Tumult … and a Flat Market
May 2025 | Taking stock of the markets and economy, one month after the tariff tsunami crashes. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
| 10 min read