Jeff DeMaso
519 posts
Another War, Another Market Test
War tests investors | PRIMECAP’s Joel Fried is retiring | Supplemental distributions coming | Vanguard settles Texas lawsuit
PRIMECAP’s Next Generation
Joel Fried’s retirement brings the firm’s generational handoff into focus—but PRIMECAP’s unusual structure may give it an edge.
Should You Tilt Foreign Stocks Toward Growth or Value?
A new pair of international ETFs revives an old debate: growth, value—or neither?
Same Market, New Winners
MARCH 2026 | Diversification earns its keep, war erupts in the Middle East, and Vanguard settles. Plus, IVA Portfolio notes, Distributions Ahead, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
Resilient, Not Roaring
An average year | Supreme Court strikes down tariffs | The uncertainty trade | Morningstar’s shopping list | Investor Choice expands (again)
Eating My Own Cooking: 2026
An annual look at Jeff’s personal long-term investment portfolio.