Jeff DeMaso
313 posts
More of the Same
FEBRUARY 2024 | The S&P 500 was the place to be … again. Plus, links to a PRIMECAP interview, an article roundup, Portfolio Notes and the IVA Factor Tracker.
| 10 min read
Earnings Grow, Fed Holds
The Fed holds as earnings grow | Vanguard launches two municipal bond ETFs | Municipal Money Market’s yield rises | Vanguard’s tech trips over noncovered shares
| 5 min read
Where Did the Recession Go?
Consensus expectations for a 2023 recession were wrong. Why?
| 6 min read
Better Than Plain Vanilla
The S&P 500 sets a new high | Municipal money market yield rollercoaster | Vanguard partners with estate planning software Vanilla
| 4 min read
Vanguard’s Bitcoin Gamble
Vanguard’s stand against bitcoin puts it at odds with its biggest competitors and millions of consumers.
| 9 min read