Jeff DeMaso

362 posts

Trade Alert

2025 Hot Hands Funds Alert

Announcing 2025's Hot Hands fund

| 1 min read
IVA Research

Bull Run or Turning Point?

2025 OUTLOOK: Bull markets can run longer than expected—but at the same time, there are some good reasons to approach today’s stock and bond markets cautiously.

| 15 min read
Quick Take

Vanguard's Passivity Pact

Excerpt: Vanguard signs a passivity agreement with the FDIC.

| 2 min read
Weekly Brief

Growth Outpaces Diversification in December

Concentration in charge | Growth stocks win (again) in December | Cash yields update

| 4 min read
IVA Research

Heating Up?

My annual review of the Hot Hands strategy.

| 11 min read
Weekly Brief

Gifts for Growth Investors, Coal for the Rest

Growth stocks rally while value and small stocks slide | Lower cash yields ahead | IVA on Air | Distribution season reminder | Gift The IVA

| 5 min read