Jeff DeMaso
326 posts
Market Momentum: Too Hot or Just Right?
Is the market too hot or just right? | Index funds are no longer diversified | Vanguard’s owners vote
| 6 min read
PRIMECAP at 40: Has This Outperformer Lost Its Edge?
Celebrating 40 years at PRIMECAP while asking if it’s still a buy.
| 12 min read
November’s Record Rally: A Lesson in Market Timing
DECEMBER 2024 | November was the best month of the year unless you missed three days. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
| 7 min read
Texas Sues Vanguard
Vanguard, BlackRock, and State Street have been sued for breaking antitrust law.
| 2 min read
ETF Launches and Shareholder Votes: Vanguard’s Busy Holiday Season
Plenty of gains to be thankful for | Vanguard files to launch new cash-like ETFs | A proxy vote at Vanguard!? | A tweak at Total Corporate Bond ETF | Concise commentary in the annual reports
| 7 min read
Buying’s Easy. Selling Your Bond Fund Isn’t.
MAILBAG—Should you wait until the end of the month to sell your bond fund?
| 8 min read