Roger Nusbaum

ETF Updates I wanted to check in on the Cambria Endowment Style ETF (ENDW) which started trading in April. It's an actively managed fund that is  "i nsp...

ETF Updates

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The Grantham Way Here's a quote that Idea Farm attributed to Jeremy Grantham,  “t he only thing that really matters in asset allocation is sidestepping some ...

The Grantham Way

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Can We Solve Dread and Disillusionment?

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Special Investigative Report: Health Insurance Is Broken Today is the start of the enrollment process for plans at Healthcare.gov. The biggest roadblock to reopening the government is that democrat...

Special Investigative Report: Health Insurance Is Broken

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Does It Differentiate? A reader left a comment asking for my take on the 3Fourteen Real Asset Allocation Fund (RAA). It allocates to equities, fixed income and al...

Does It Differentiate?

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We are moving closer to Sid Finch becoming reality.

Is Good Enough, Good Enough Mark Rzepczynski took up the issue of blending alternatives into a 60/40 portfolio . Basically, 60/40 can get it done but alternatives can i...

Is Good Enough, Good Enough

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Is Strategy's Debt Junk? Cullen Roche had a good blog post over the weekend that was a prompt to take a look at the Discipline Fund ETF (DSCF) that he manages. DSC...

Is Strategy's Debt Junk?

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Metallica Turn The Page is a good one.

Lost Decade Protection GMO put out a paper in support of its GMO Benchmark Free Allocation Fund  which has $3 billion in AUM. The fund has many symbols but I'll u...

Lost Decade Protection

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Am I Diversified? Barron's posted an article in the advisor section with advice and examples from advisors about how to diversify away from an AI bubble for ...

The combination of having experience combined with still being able to get it done is powerful.

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Friday Night Randoms First up; The Net Worthwhile blog had a post about how people approach and then live through their retirement . I thought the following pass...

Friday Night Randoms

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A Blogger Looks At Optionality & Heresy

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Swaps For The People! Netflix got hit hard on its earning report. Here's a look at a good sampling of the Netflix ETF ecosystem from early on Wednesday. There are...

Swaps For The People!

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Risk Assessment, Not Predictions The Wall Street Journal had a write up about protecting portfolios against some sort of AI bubble popping. It listed out several ideas incl...

Risk Assessment, Not Predictions

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They're Here! Levered Derivative Income Funds! Tuttle has an interesting filing for two different 1.3X levered covered call funds with the product name LIFT. One will track TSPY which is...

They're Here! Levered Derivative Income Funds!

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Work Life Balance The Wall Street Journal had an opinion piece in August titled Work Life Balance Will Keep You Mediocre written by a remarkably driven 22 ye...

Work Life Balance

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Analytical Misfire Barron's had a promisingly titled article  Volatility Is Back in the Stock Market. Here’s the Zen Way to Handle It   but unfortunately it wa...

Analytical Misfire

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30 Different Alts?

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ETFs That Might Burn Down Entire Towns I saw the following on Twitter. Here's a chart looking at plain Bitcoin, those two covered call ETFs and the recent one that launched from T...

ETFs That Might Burn Down Entire Towns

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Is There Such A Thing As A Tax-Less Portfolio Let's look at a couple of quick theoretical portfolio ideas. Not sure where this first one came from but it's interesting. It's quadrant-ins...

Is There Such A Thing As A Tax-Less Portfolio

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I obviously have no idea if GLP1s can help but google "Type 3 Diabetes" to see what a possible connection might be.

Solving For Y Think Advisor posted about a 50/30/20 portfolio where the 20% is annuities. The annuity aspect of it doesn't interest me but it's a good pr...

Solving For Y

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BDCs Are A Tough Way To Make A Living Barron's dug in some on business development companies (BDC). BDCs sort of straddle the line between public and private securities. The ass...

BDCs Are A Tough Way To Make A Living

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This Post Will Melt Your Laptop There was a quick mention in the Streetwise column in Barron's about the strong year that the iShares Convertible Bond ETF (ICVT) is having....

This Post Will Melt Your Laptop

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The Debasement Trade There's been a lot of buzz about a report from JP Morgan talking favorably about Bitcoin and gold, they are benefitting from a "debasement t...

The Debasement Trade

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Deconstructing High Yield The Absolute Convertible Arbitrage Fund (ARBIX) compares itself to the index underlying the iShares iBoxx High Yield Corporate Bond ETF (HYG...

Deconstructing High Yield

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How To Get Ahead Of Market Calamities A couple of weeks ago, Oracle was up 36% in one day on cloud news. This week, AMD jumped 24% on an AI supply deal. Oracle went public in 198...

How To Get Ahead Of Market Calamities

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How To Get Ahead Of Market Calamities A couple of weeks ago, Oracle was up 36% in one day on cloud news. This week, AMD jumped 24% on an AI supply deal. Oracle went public in 198...

How To Get Ahead Of Market Calamities

rogersplanning.blogspot.com/2025/10/how-...

Long Term, Not Tactical Christine Benz at Morningstar wrote an article advising investors to stop trying to be tactical with the fixed income portion of their port...

Long Term, Not Tactical

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