Jeff DeMaso
380 posts
We Were Promised a Recession
JULY 2023 | With no recession in sight, stocks delivered double-digit returns in the first half of 2023. Be wary of outsized one-year returns and the Super Seven. Plus, an article roundup and the IVA Factor Tracker.
To Coup, Or Not to Coup
One-year returns on the rise | Where did the recession go? | A non-coup in Russia | Unknown requirements to lend your stocks
What Kind of Investor Are You?
How much should I allocate to stocks versus bonds versus cash? It’s a fundamental question most investors spend too little time on. Here’s how to find the answer that is right for you.
Can I Borrow Your Shares?
Powell signals higher interest rates ahead, but the big move is behind us | Vanguard rolls out securities lending to individual investors
Paying Out Profits in a Bear Market
Vanguard has a profit-sharing plan. (Yes, you read that right.) It’s called the Partnership Plan, and it allows Vanguard’s C-suiters to pull down multimillion-dollar paychecks with little transparency.
Seven Stocks to Rule Them All
Fed hits pause | Inflation cools | Big tech rules the roost