Jeff DeMaso

543 posts

IVA Research

Small Stocks Were Supposed to Win

Academic research says smaller companies should outperform over time. Thirty-five years of Vanguard fund returns tell a more complicated story.

| 5 min read
Weekly Brief

Uneasy Equilibrium

The economy holds its ground | Warsh inherits a tough hand | Vanguard's website is (finally) coming | A DAF reminder

| 6 min read
IVA Research

The Factor Trap

Vanguard's factor ETFs promised market-beating returns. Eight years in, the results tell a different story.

| 6 min read
Monthly Recap

Sit Still and Prosper

May 2026 | The best move in a month of big headlines was no move at all. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.

| 9 min read
Weekly Brief

Vanguard Morningstar?

Tech's best month in decades | Vanguard goes Morningstar | Alexa, meet proxy voting

| 4 min read
IVA Research

Stocks Are Expensive. Now What?

MAILBAG | The CAPE ratio of stock valuations is flashing warning signs—but history shows it’s more useful for setting expectations than timing the market.

| 4 min read