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earlyretirementnow.com
@earlyretirementnowcom
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Joined: Mar 19, 2016
Last seen: Aug 29, 2026
Topics: 16 / Replies: 333
Reply
RE: What are your thoughts on Real Estate Private Lending

I have no experience with this kind of investment. I invest in Private Equity real estate where I am part of the equity holders. That's also risky but...

4 years ago
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RE: Options on the Federal Funds Rate

@figuy1 I think this sentiment is exactly why we have the difference in the two paths: the FOMC with the higher path and the FFF lower. But be care...

4 years ago
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RE: 2022 Q3 Trades

This upcoming week (9/12-9/16) will be again the week prior to the FOMC meeting (9/20-9/21). Expect higher volatility! And potentially people losing t...

4 years ago
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RE: 2022 Q3 Trades

@ohadost I had some small losses on some of the intra-day puts I sold in the morning. In exchange, I sell the nest-day puts at a slightly smaller prem...

4 years ago
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RE: Really Interesting Papers

I don't trust the early 1800s stock data that much. But post-1871, there's a clear pattern: equities outperform in the long run, while bonds can have ...

4 years ago
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RE: Options on the Federal Funds Rate

Good point. I agree with that assessment. The path for the FFR is now way below the June FOMC forecast. If anything, the September FOMC forecast will ...

4 years ago
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RE: Really Interesting Papers

Thanks for the links. At a sub-3% yield in the 10y Treasury, I'll still take my luck with stocks, though! Thanks for the link to the Grossman-Stig...

4 years ago
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RE: 2022 Q3 Trades

@mpaziran Good question. I don't have an IT professional to look into this, though. Sorry!

4 years ago
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RE: 2022 Q3 Trades

@navypack 2 2Q negative GDP growth rule is not the correct definition. Business cycle timing is done using monthly series for employment, industrial p...

4 years ago
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RE: 1 DTE trading

@ohadost Correct. It's a tradeoff. Because you're facing more risk with higher Delta puts you also sell fewer. So, the simple comparison of different ...

4 years ago
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RE: 2022 Q3 Trades

The market stayed amazingly firm, considering the uncertainty from the FOMC meeting next week (July 26+27). I remember many instances where the market...

4 years ago
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RE: 2022 Q3 Trades

@ohadost Stayed pretty resilient. Let's hope it stays that way...

4 years ago
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RE: 2022 Q3 Trades

@ohadost I had a similar close call. Sold the next-day contracts too early. But everything worked out well...

4 years ago
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RE: 2022 Q3 Trades

@john If my usual premium is $0.70 for the 1DTE trade, I target anything between 0.30 to 0.40 for an intra-day short put. I would put the trade on abo...

4 years ago
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RE: 2022 Q3 Trades

You might have noticed the really juicy premiums for Wednesday, July 13. Caution: it's the CPI inflation release date. We might see a repeat of the Ju...

4 years ago
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