Jeff DeMaso
361 posts
Tariff Tensions: What’s Next for Markets and Investors?
Mexican and Canadian tariffs put on hold | Salvos fired in the U.S.-China trade war | Vanguard lowers fees on nearly 90 funds
| 4 min read
Safety Over Yield
MAILBAG | Why I’m taking a safety-first approach to the bond market.
| 10 min read
Vanguard’s Biggest Fee Cut Yet: What It Means for Investors
Vanguard lowers fees on 87 funds.
| 2 min read
AI Shakes Markets, But the Rally Rolls On
FEBRUARY 2025 | The bull market tripped over Chinese artificial intelligence app DeepSeek but landed on its feet. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
| 9 min read
AI Disruption, Diversification Delivers
China’s DeepSeek trips bull market | Diversification still works | Linking an outside account is hard
| 4 min read
Diversification’s Day
Diversification proved its worth as China’s DeepSeek upended the AI narrative and stock market yesterday.
| 1 min read