Jeff DeMaso

340 posts

IVA Research

Growth Stocks Dominated 2024

2024 MARKET REVIEW: The large growth bull market continued to charge.

| 8 min read
IVA Research

2024 Month-By-Month: Leadership Change at Vanguard, Not in the Markets

The IVA 2024 Month-By-Month Review.

| 7 min read
Trade Alert

2025 Hot Hands Funds Alert

Announcing 2025's Hot Hands fund

| 1 min read
IVA Research

Bull Run or Turning Point?

2025 OUTLOOK: Bull markets can run longer than expected—but at the same time, there are some good reasons to approach today’s stock and bond markets cautiously.

| 15 min read
Quick Take

Vanguard's Passivity Pact

Excerpt: Vanguard signs a passivity agreement with the FDIC.

| 2 min read
Weekly Brief

Growth Outpaces Diversification in December

Concentration in charge | Growth stocks win (again) in December | Cash yields update

| 4 min read