Jeff DeMaso

479 posts

IVA Research

Any Interest in Cash Plus?

A detailed analysis of features, trade-offs, and the 0.60% yield gap investors shouldn’t ignore.

| 12 min read
Quick Take

Vanguard Blinks on Bitcoin

The fund giant has ended its crypto ban—but that doesn’t mean bitcoin deserves a place in your portfolio.

| 2 min read
Monthly Recap

’Tis the Season for Bad Forecasts

DECEMBER 2025 | A pullback, a rebound and a reminder to stay the course. Plus, Distributions Ahead, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.

| 9 min read
Weekly Brief

Perspective, Precision, and PRIMECAP

Putting the AI-led pullback in perspective | Ten new target-maturity bond ETFs | PRIMECAP’s new fee arrangement | PRIMECAP Odyssey distribution estimates

| 6 min read
IVA Research

PRIMECAP Finds Its Edge … Again

A strong 2025 reminds investors why patience with PRIMECAP still pays.

| 14 min read
Quick Take

Vanguard Joins the Bond Ladder Race

The fund giant files to launch 10 target-maturity corporate bond ETFs—finally entering a market led by iShares and Invesco.

| 2 min read