Jeff DeMaso

327 posts

Weekly Brief

Investing Beyond Politics

Donald Trump wins the election | The markets and economy are bigger than the President | Bad margin request | IVA website update

| 8 min read
IVA Research

Dividends Deserve Patience

Do dividend growers still deserve a place in our Portfolios?

| 9 min read
Monthly Recap

Growth Stocks Rally, Bonds Defy Expectations

NOVEMBER 2024 | Growth stocks are leading once again, while bond prices have fallen, rather than risen. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.

| 9 min read
In The News

Money Life with Chuck Jaffe: Buy What Makes You Comfortable

PODCAST — My appearance on Money Life with Chuck Jaffe.

| 1 min read
Weekly Brief

Navigating the Noise: The Economy, the Election, and the Fed’s Next Move

Take a breath | The economy grew 0.7% in the third quarter | Money market yields | Vanguard pushes margin loans while shuttering its legacy mutual fund platform

| 5 min read
IVA Research

Capital Gains Sneak Peek: 2024

I’m expecting an average capital gains distribution season this year.

| 14 min read