Jeff DeMaso

412 posts

Monthly Recap

AI Shakes Markets, But the Rally Rolls On

FEBRUARY 2025 | The bull market tripped over Chinese artificial intelligence app DeepSeek but landed on its feet. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.

| 9 min read
Weekly Brief

AI Disruption, Diversification Delivers

China’s DeepSeek trips bull market | Diversification still works | Linking an outside account is hard

| 4 min read
Quick Take

Diversification’s Day

Diversification proved its worth as China’s DeepSeek upended the AI narrative and stock market yesterday.

| 1 min read
IVA Research

Your First Investment: A No-Nonsense Guide to Starting Out

A simple portfolio and practical guide for anyone beginning their investment journey.

| 13 min read
Weekly Brief

Trump Returns, Earnings Grow and Vanguard Pays

Trump hits the ground running in his second term | A strong start to earnings season | SEC fines Vanguard $106 million | Required PRIMECAP reading

| 4 min read
IVA Research

Upping The Limit: 2025

Updating the 2025 contribution limits for retirement accounts.

| 9 min read