Jeff DeMaso
518 posts
Profits Without the Euphoria
JANUARY 2026 | Putting another strong year into perspective. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
| 9 min read
Compounding Through the Noise
2025 MARKET REVIEW: How investors were rewarded for staying disciplined as leadership broadened beyond AI.
| 11 min read
The Bessent Barometer and a Year of Gains
Bessent Barometer check-in | Gains across the board | Another 403(b) fee increase | Vanguard hires a marketing officer from Fidelity
| 8 min read
Investing Beyond the AI Hype
2026 OUTLOOK | The market’s baseline is growth—but in an AI-driven, fully-priced world, diversification matters more than ever.
| 15 min read