Jeff DeMaso
551 posts
Beyond the Usual Suspects
The market's quiet breadth story | PRIMECAP's comeback | Vanguard's third junk bond fund is nearly here
Why I've Become More Open to Index Funds
MAILBAG | Have I abandoned active management in favor of index funds? The short answer is no, but my thinking has evolved. Here's where I stand.
The Ride Is Part of the Deal
JUNE 2026 | Technology stocks are surging—and the semiconductor rally is going global. But big winners come with big retreats. Plus, IVA Portfolio notes, Distributions Ahead, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
Earnings Do the Talking
Earnings keep beating | Vanguard's missing maturity data | A personal note
Mid-Caps, Mixed Results
FUNDS FOCUS — MID-CAP GROWTH FUNDS | Mid-cap stocks have quietly outperformed over time. So why doesn’t Vanguard have a standout active fund?
Long Duration, Two Ways
Tech stocks soar, long bonds sink | Acquired Podcast covers Vanguard | Baillie Gifford goes ETF