Topic

Weekly Brief

A collection of 134 posts

Weekly Brief

Inflation and Sales on Trend. Vanguard Goes Back to Basics.

Hello, this is Jeff DeMaso with the IVA Weekly Brief for Wednesday, February 15th. There are no changes recommended for any of our Portfolios. What’s my quick market commentary given that we’re only 6 weeks into the new year? Growth is beating value, but the divergence is (much)

| 4 min read
Weekly Brief

Adani, AI and Additional Information

Odds of a soft landing increase | ChatGPT | SAI mix up | Exposure to Adani

| 6 min read
Weekly Brief

One Step Forward, Many More to Go

Fed rate hike | Sam Martinez steps down as portfolio manager | Vanguard opens Multi-Sector Income | Vanguard's pilot proxy voting program

| 3 min read
Weekly Brief

Big Tech in The Crosshairs

Dept. of Justice sues Google | Municipal money market yield update | Mutli-Sector Income's special distribution

| 3 min read
Weekly Brief

Vanguard’s Service Still Stagnant

The 60/40 portfolio lives | Inflation check-in | Vanguard service issues | Beware phishing attempts

| 4 min read
Weekly Brief

Is Your Brokerage Statement Deceiving You?

Mixed ISM data | Municipal money market yield warning | Vanguard's portfolio recommendations

| 5 min read