Jeff DeMaso
552 posts
The Bessent Barometer and a Year of Gains
Bessent Barometer check-in | Gains across the board | Another 403(b) fee increase | Vanguard hires a marketing officer from Fidelity
| 8 min read
Investing Beyond the AI Hype
2026 OUTLOOK | The market’s baseline is growth—but in an AI-driven, fully-priced world, diversification matters more than ever.
| 15 min read
Hot Hands Review: Momentum, Moderation and the Long Run
My annual review of the Hot Hands strategy.
| 13 min read
PRIMECAP Odyssey and AI: Different Label, Same Exposure
MAILBAG | PRIMECAP Odyssey’s exposure to artificial intelligence.
| 6 min read