Jeff DeMaso
340 posts
Boardroom Stakes: Who’s Eating Vanguard’s Cooking?
Are Vanguard’s nominees for its Boards of Trustees invested alongside the shareholders they represent?
| 10 min read
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