Jeff DeMaso
340 posts
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
“Cough!” Health Care’s Changing Guard
Assessing Jean Hynes’ tenure managing Health Care.
| 2 min read
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
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
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
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