Jeff DeMaso

410 posts

Weekly Brief

Tariffs, Treasurys, Tensions

Tariff update | Consumer confidence drops (again) | Treasury yields rise | Cash Deposit’s yield falls | Vanguard, Wellington and Blackstone team up

| 5 min read
IVA Research

A More Honest Look at Market Timing Myths

What if you miss the best and worst days in the market?

| 2 min read
Quick Take

Relief Rally or Just a Pause?

Tariffs paused. Markets surged. But the uncertainty? Still very much in play.

| 3 min read
Weekly Brief

The Tariff Tsunami

Tariff shock | Invest in the world as it is | Practical steps for long-term investors

| 5 min read
IVA Research

Turning Losses into Strategy

How to harvest losses in the IVA Portfolios.

| 6 min read
Quick Take

Sharp Declines Demand a Steady Approach

Confronting a two-day 10% slide.

| 2 min read