Jeff DeMaso
496 posts
Big News, Small Market Moves
An incursion in Venezuela grabs attention—but not the markets
| 4 min read
My 2025 Scorecard
Grading my 2025 Outlook: I got the big economic call right, correctly anticipated the bull market’s staying power and stuck with foreign stocks. My forecasts for market leadership and bonds were more mixed.
| 7 min read
Profits Without the Euphoria
JANUARY 2026 | Putting another strong year into perspective. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
| 9 min read
Compounding Through the Noise
2025 MARKET REVIEW: How investors were rewarded for staying disciplined as leadership broadened beyond AI.
| 11 min read
