Jeff DeMaso

453 posts

Monthly Recap

Shut Downs, Shake Ups and Staying Invested

OCTOBER 2025 | Spending time in the market paid off in the third quarter. Plus, my thoughts on a government shutdown, private assets, bitcoin and Morningstar buying CRSP. And, as always, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.

| 15 min read
IVA Research

Lunch Time in the Board Room: 2025

Are Vanguard’s Board of Trustees eating their own cooking—investing alongside the shareholders they represent?

| 12 min read
Weekly Brief

Small Stocks Reclaim 2021 Highs. Cash Pays a Little Less.

Small stocks reach new highs | Cash yields slip … as predicted

| 5 min read
IVA Research

Nibbling Around the Edges: 2025

Is the manager of your mutual fund (or ETF) invested alongside you?

| 8 min read
In The News

Money Life with Chuck Jaffe: Know What You Own

PODCAST — My appearance on Money Life with Chuck Jaffe.

| 1 min read
Weekly Brief

Lower Cash Yields Ahead and Vanguard’s ETF Shuffle

Fed cuts lead to lower cash yields | One ETF launched, another delayed and a third in the works

| 5 min read