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Last seen: Sep 23, 2022
@earlyretirementnowcom The 6.5% FFR and 8% mortgage rates from 2000-01 definitely seem possible if they really want to squash this stubborn inflation.
@chris-b Yeah agreed on all points. I think it's going to take a demand shock to finally bring inflation down. Most likely in the form of higher u...
While I agree with @ohadost's assessment that the fed should maintain with the aggressive hikes above the market's current expected path, I think ther...
See ERN's post on the yield illusion, high yield =/= safety. Everything except for treasury bonds recovered well since April 2020. Despite the curre...
@navypack There's a big fed meeting tomorrow to watch out for but the options expiring today should be safe. I think that Swedish stock market flash...
@earlyretirementnowcom I saw on late Wednesday night, interactive brokers said the 4090 put for Friday traded 57.00! Obviously it was a margin call on...
@setspreads It looks like it's mainly geared towards individual stocks/etfs triggering on technical indicators rather than selling options targeting a...
One thing that bothers me about these kind of analyses is that very few people are just buy and hold investors, they're either investing more while wo...
@earlyretirementnowcom Thanks for the reminder. I looked up what happened in Dec '18 and it looks like the S&P 500 dropped about 3.5% if you count...
If you sat out whenever the VIX got below 15, you'd miss out on most of 2013-2019 where this strategy worked out really well. The VIX can be predict...
I wonder if treasury bonds will take a hit in the next 6+ months, while these high I-bond rates persist. I know you can only move small amounts to I-...
That seems like a pretty reasonable plan and something that I would probably do, one thing to note is the annual limit on buying I-bonds is fairly low...
Wild ride down today, but it looks like most low delta puts from Friday weren't touched since the VIX was already at 20 then.
Am I reading this right, it seems like on top of your $940k in Equities/Cash/Gold, you also have $7-9k in income with only ~$25k expenses so you'd be ...
@e-trader So how much does that equate to in how much they make you hold per es contract? If SPX is down 20%, you'd lose about $40k/contract, is this...