Weekly Brief
A collection of 191 posts
Fed’s Finger on the Button
The Fed is worried about inflation | Housing market slowdown | Short-Term Tax-Exempt Bond ETF launch | Backlash for backing out of the NZAM | Distributions ahead
Europe In the Lead?
Hello, this is Jeff DeMaso with the IVA Weekly Brief for Wednesday, March 1st. There are no changes recommended for any of our Portfolios. To investors’ dismay, stocks and bonds fell together in February. While that seems like a repeat of 2022's market, I explained in the Monthly
When Good News is Bad News
Good economic data has trader worried | Municipal money market yield update |
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)
Adani, AI and Additional Information
Odds of a soft landing increase | ChatGPT | SAI mix up | Exposure to Adani
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