Jeff DeMaso

313 posts

Trade Alert

2024 Hot Hands Funds Alert

Announcing 2024's Hot Hands fund.

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IVA Research

The First Shall Be Last

2024 OUTLOOK: A turning point within the market, not for the market.

| 18 min read
Weekly Brief

A New Bull Market?

Gains for (nearly) all in 2023 | Check your RMD | Distribution Season is here | Beware of Vanguard Edge | Holiday publishing schedule

| 4 min read
IVA Research

Patient, Not Stubborn

The winds were blowing against my Portfolios this year. Is it time to chart a new course?

| 12 min read
Weekly Brief

Beating the Index to New Highs

Fed holds steady as inflation and unemployment tick lower | 500 Index nears a new high | Vanguard spent millions before shutting down Vanguard Invest in Germany | Vanguard subpoenaed

| 5 min read
IVA Research

What Have You Done for Me Lately?

Should we give the PRIMECAP Management team more time?

| 13 min read