Jeff DeMaso
380 posts
Diversification’s Day
Diversification proved its worth as China’s DeepSeek upended the AI narrative and stock market yesterday.
| 1 min read
Your First Investment: A No-Nonsense Guide to Starting Out
A simple portfolio and practical guide for anyone beginning their investment journey.
| 13 min read
Trump Returns, Earnings Grow and Vanguard Pays
Trump hits the ground running in his second term | A strong start to earnings season | SEC fines Vanguard $106 million | Required PRIMECAP reading
| 4 min read
When Good News is Bad: Unemployment, Inflation, and Market Reactions
A strong unemployment report | Inflation nears 3% | Bitcoin one year later | Vanguard plans to launch Short Duration Bond ETF | Manager changes
| 5 min read
“Cough!” Health Care’s Changing Guard
Assessing Jean Hynes’ tenure managing Health Care.
| 2 min read