Weekly Brief
A collection of 109 posts
Nearing the End of This Cycle
Credit Suisse fails | Vanguard split shares at six S&P-based ETFs
Don’t Rush for the Exit
Silicon Valley Bank and Signature Bank failures | Money Market funds | Is Vanguard Safe? (Yes) | Inflation check-in | Supplemental distributions ahead
Fed’s Finger on the Button
The Fed is worried about inflation | Housing market slowdown | Short-Term Tax-Exempt Bond ETF launch | Backlash for backing out of the NZAM | Distributions ahead
Europe In the Lead?
Hello, this is Jeff DeMaso with the IVA Weekly Brief for Wednesday, March 1st. There are no changes recommended for any of our Portfolios. To investors’ dismay, stocks and bonds fell together in February. While that seems like a repeat of 2022's market, I explained in the Monthly
When Good News is Bad News
Good economic data has trader worried | Municipal money market yield update |
Inflation and Sales on Trend. Vanguard Goes Back to Basics.
Hello, this is Jeff DeMaso with the IVA Weekly Brief for Wednesday, February 15th. There are no changes recommended for any of our Portfolios. What’s my quick market commentary given that we’re only 6 weeks into the new year? Growth is beating value, but the divergence is (much)