Jeff DeMaso

340 posts

Weekly Brief

WEEKLY BRIEF | When Good News is Bad: Unemployment, Inflation, and Market Reactions

A strong unemployment report | Inflation nears 3% | Bitcoin one year later | Vanguard plans to launch Short Duration Bond ETF | Manager changes

| 5 min read
IVA Research

“Cough!” Health Care’s Changing Guard

Assessing Jean Hynes’ tenure managing Health Care.

| 2 min read
Quick Take

IVA QUICK TAKE | Vanguard Plans Another Active Bond ETF

Vanguard plans to launch another actively managed bond ETF—Short Duration Bond ETF.

| 2 min read
Weekly Brief

FDIC Deal, Lawsuit News, and Yield Insights

Stocks pick up where they left off | Vanguard’s passivity agreement with the FDIC | Jean Hynes steps away from Health Care | Target Retirement class action | My yield prediction is on target

| 5 min read
IVA Research

My 2024 Scorecard

Grading my 2024 Outlook—my predictions for stocks and bonds were mixed, while my economic forecast was spot-on.

| 7 min read
Monthly Recap

Growth Stocks Finish Strong

JANUARY 2025 | A reminder to stay diversified. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.

| 8 min read