Jeff DeMaso

380 posts

Quick Take

Diversification’s Day

Diversification proved its worth as China’s DeepSeek upended the AI narrative and stock market yesterday.

| 1 min read
IVA Research

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
Weekly Brief

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
IVA Research

Upping The Limit: 2025

Updating the 2025 contribution limits for retirement accounts.

| 9 min read
Weekly Brief

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
IVA Research

“Cough!” Health Care’s Changing Guard

Assessing Jean Hynes’ tenure managing Health Care.

| 2 min read