Jeff DeMaso

513 posts

Weekly Brief

We Landed Years Ago

Soft landing déjà vu | Wall Street’s “Great Taking” scare

| 5 min read
IVA Research

Under the Hood of Vanguard’s Four New Active Funds

Three new ETFs and one overhauled mutual fund. I revisit my first impressions and examine whether the portfolios match the promise.

| 14 min read
Weekly Brief

Milestones, Not Finish Lines

Big round numbers in perspective | Vanguard delays its Target Maturity Bond ETFs | Two new trustees

| 5 min read
IVA Research

Gold, Commodities and the 60/40 Portfolio

MAILBAG | A long-term look at returns, diversification and whether replacing bonds is worth the trouble.

| 14 min read
Trade Alert

IVA TRADE ALERT | Too Much AI in the Wrong Place

I’m trimming International Growth to restore diversification—and reduce unintended U.S. tech risk.

| 8 min read
Weekly Brief

When Safe Havens Shake—and Indexes Concentrate

Gold hits a wall | Index funds aren’t as diversified as you think | Lower fees and a pricing quirk at Vanguard

| 6 min read