Fascinating Observation From William Bengen A lot of ground to cover today. A week ago, the WSJ wrote about which generational cohort had more challenges; boomers or millennials. Appar...

Fascinating Observation From William Bengen

rogersplanning.blogspot.com/2026/04/fasc...

Sectorology A couple of weeks ago, we discussed how the S&P 500 was turning into a tech fund . Barron's took up the conversation this weekend and inclu...

Sectorology

rogersplanning.blogspot.com/2026/04/sect...

Bloomberg Bashes Buffers Nir Kaissar wrote an article at Bloomberg titled  Buffer ETFs Are Insurance You're Better Off Without . His general argument echoed the one ...

Bloomberg Bashes Buffers

rogersplanning.blogspot.com/2026/04/bloo...

The Emotional Cost Of Being Different Let's check in on convertible bonds. CANQ uses leverage to own a portfolio of fixed income securities with an overlay of equity options that...

The Emotional Cost Of Being Different

rogersplanning.blogspot.com/2026/04/the-...

Bloomberg's Definitive Retirement Guide Bloomberg posted a robust retirement guide based on how many years you have until you plan to retire, gift link .  First, here is a table th...

Bloomberg's Definitive Retirement Guide

rogersplanning.blogspot.com/2026/04/bloo...

"The Cost Of Being Different" Morningstar has an article up about the importance of diversification but warns about over diversifying. Here's the money quote from author...

"The Cost Of Being Different"

rogersplanning.blogspot.com/2026/04/the-...

Getting An Inheritance? Don't Mess It Up A couple of retirement related items. First up is a thin article about the psychology that might go with inheriting money . There can be fee...

Getting An Inheritance? Don't Mess It Up

rogersplanning.blogspot.com/2026/04/gett...

How many pushups can you do?

The Two Best Defensive Strategies? A research paper from Robeco concluded that the two best defensive strategies are trend and Defensive Absolute Return (DAR) which is a fair...

The Two Best Defensive Strategies?

rogersplanning.blogspot.com/2026/04/the-...

Do Some Sector Math Both Barron's and the WSJ wrote about private equity/credit funds over the weekend. Barron's picked the idea floating around that somehow,...

Do Some Sector Math

rogersplanning.blogspot.com/2026/04/do-s...

Thank you

A Blogger Looks At 60 The title to this post is a play on words from the Jimmy Buffett song A Pirate Looks At 40. This is an ongoing series that started when I wa...

A Blogger Looks At 60

rogersplanning.blogspot.com/2026/04/a-bl...

"You Can Only Hedge Against Known Risks" The title of this post is a quote by JP Morgan strategist David Kelly from this morning on Bloomberg. I don't think he's right. Much of my p...

"You Can Only Hedge Against Known Risks"

rogersplanning.blogspot.com/2026/04/you-...

The S&P Is Turning Into A Tech Fund A few quick hits today. We've looked once or twice at the Simplify Multi QIS Alternative ETF (QIS). The fact sheet boasts exposure to 25+ qu...

The S&P Is Turning Into A Tech Fund

rogersplanning.blogspot.com/2026/04/the-...

Or just eat less sugar.

Mind Boggling Barron's wrote about increasing financing costs for BDCs and other segments of the private credit space. BDC stands for business developmen...

Mind Boggling

rogersplanning.blogspot.com/2026/04/mind...

The War Portfolio Some interesting stuff today. First is that London firm Marex issued a structured note that is very Kalsi-like. It will pay a 7% coupon if ...

The War Portfolio

rogersplanning.blogspot.com/2026/04/the-...

Blue Owl Keeps Going Down Let's continue with some followups to previous posts but also some broad market dynamics too.  It keeps getting worse for Blue Owl (OWL). Th...

Blue Owl Keeps Going Down

rogersplanning.blogspot.com/2026/04/blue...

Let Opportunity Find You

rogersplanning.blogspot.com/2026/04/let-...

Has The Decline Hurt Autocallables? We've looked several times at the burgeoning autocallable product space. Generally, these are structured products tied to reference security...

Has The Decline Hurt Autocallables?

rogersplanning.blogspot.com/2026/03/has-...

Portfolio Review This is something I've wanted to do for a while, do a sort of accountability checkin on some of the more interesting portfolios we've played...

Portfolio Review

rogersplanning.blogspot.com/2026/03/port...

Man Financial's Idea For All-Weather Man Financial did a study about optimizing for Sharpe Ratio , my interpretation anyway. It's a good read and I think the result is very inte...

Man Financial's Idea For All-Weather

rogersplanning.blogspot.com/2026/03/man-...

Whatever the fuck this is, no.

So it's a cartoon? That's it right, it's a cartoon?

😃 ouch LOL

Valid, Not Optimal A couple of things from Barron's. First an article about buying low and selling high not "working" during this event. There is a focus in t...

Valid, Not Optimal

rogersplanning.blogspot.com/2026/03/vali...

Get Out Of The Business Of Making Predictions For the last couple of days we've talked about the newly listed Fundrise Innovation Fund (VCX) which is a closed end fund that inflated to a...

Get Out Of The Business Of Making Predictions

rogersplanning.blogspot.com/2026/03/get-...

Remember Country Funds? Yesterday we looked at funds that offer access to private equity including Fundrise Innovation (VCX) which is a closed end fund that just st...

Remember Country Funds?

rogersplanning.blogspot.com/2026/03/reme...

Trying To Figure Out Gold Have you heard about the ERShares Private Public Crossover ETF (XOVR)? As the name implies, it is a mix of private companies and public ones...

Trying To Figure Out Gold

rogersplanning.blogspot.com/2026/03/tryi...

Using Volatility To Lower Volatility Let's follow up on yesterday's post about barbelling and capital efficiency, continuing to use Direxion 3X Bullish Daily Technology ETF (TEC...

Using Volatility To Lower Volatility

rogersplanning.blogspot.com/2026/03/usin...