June 2, 2025 – Welcome to another installment in my Safe Withdrawal Series, please check the landing page for all posts so far. Today’s topic is about Small-Cap Value (SCV) stocks and whether they should have a prominent role in retirement portfolios. Some financial experts recommend adding Small-Cap Value to your retirement portfolio, which will … Continue reading Can we increase the Safe Withdrawal Rate with Small-Cap Value Stocks? – SWR Series Part 62 The post Can we increase the S...| Early Retirement Now
My economic and market outlook: We will avoid a recession, inflation will further moderate, and the USA will win the trade war. Relax! The FIRE movement will be just fine. The post Market Musings: Recession Fears and the Trade War – Is this the end of FIRE? appeared first on Early Retirement Now.| Early Retirement Now
January 14, 2025 – Happy New Year, everybody! I hope you had a quiet, relaxing Christmas season and a great start to the New Year. As I’ve done in prior years, I want to update you on my options trading strategy: How was the performance in CY 2024? Are there any strategy changes? How did … Continue reading Options Trading Series: Part 13 – Year 2024 Review The post Options Trading Series: Part 13 – Year 2024 Review appeared first on Early Retirement Now.| Early Retirement Now
September 17, 2024 – Welcome to another installment of my Options Trading Series. Please click here for the Options Landing Page for more details about the strategy. People frequently ask me how I deal with losses when I trade my options strategy. My approach is that a loss is water under the bridge, and I … Continue reading Why the Wheel Strategy Doesn’t Work – Options Series Part 12 The post Why the Wheel Strategy Doesn’t Work – Options Series Part 12 appeared first on Early Ret...| Early Retirement Now
Trading Options for extra income is a phenomenal way to improve investment outcomes during accumulation and in retirement.| Early Retirement Now
Optional Christmas themed introduction| This Blog is Systematic
Lots of things have changed in the last year. Many unthinkable things are now thinkable. A war in Europe. The UK coming 2nd in the Eurovision song contest rather than the usual dismal 'null points'. And of course, the correlation of stocks and bonds has recently gone more positive than it has been for over 20 years:| This Blog is Systematic
CEO Mike Bellaro and COO Mark Wilcox step down after seven years.| Markets Media
Risk to market confidence if regional Fed banks are politicized too: Scotia The post Loss of Fed independence could spread appeared first on Investment Executive.| Investment Executive
In July, sentiment improved as political uncertainty reduced and investor focus turned to the second quarter earnings season. The 90-day tariff pause came and went, with some countries striking deals and an extended deadline of 1st August for the remainder. Although not ideal with tariff rates higher than previously expected and way above the pre-Trump […] The post Market Insight | July 2025 appeared first on Progeny.| Progeny
After 11 straight weeks of gains, the Nigerian All-Share Index retreated in the week ended August 15, 2025, shedding 1,126.71| Nairametrics
The Nigerian All-Share Index shed 671.81 points on Friday, August 15, 2025, closing at 144,628.20. This represents a 0.46% drop| Nairametrics
This article first appeared on the Equity Armor Website and is a part of The Ripple Effect Newsletter. Make sure you never miss an update by clicking here.| Catalyst Insights
The VIX: Your Portfolio’s Early Warning System| Catalyst Insights
$VOYG went public on the NYSE on Wednesday—raising $382.8M.| Payload
Navigating Trade Winds: HANDLS Indexes Showcase Resilient Recoveries and Diversified Income Strength in May 2025| Catalyst Insights
Current market conditions present a complex web of interconnected risks that demand careful analysis and strategic positioning. As portfolio managers, we’re facing simultaneous pressures from credit concerns, monetary policy uncertainty, and fiscal dysfunction—creating an environment where traditional correlations break down and volatility spikes become the norm.| Catalyst Insights
Markets Gone Wild: Income Segment’s Rollercoaster Ride in April 2025!| Catalyst Insights
Commission-free trading on 11,000+ U.S.-listed stocks and ETFs, now available to select U.S. clients.| Kraken Blog
Income Sector Navigates Tariff Tangles| Catalyst Insights
Small-cap value (SCV) stocks got a lot of publicity in the FI/FIRE community. Don't buy the hype! SCV's recent performance has been atrocious!| Early Retirement Now
The Safety First retirement approach can be useful for traditional retirees. It's not viable for early retirees, due to low interest rates.| Early Retirement Now
A recent paper claims that a portfolio with 100% stocks (50% domestic, 50% international) is optimal. I point out the flaws in that analysis.| Early Retirement Now
Looking at 100+ years of return data, stocks offered an attractive investment for the long run, both in absolute terms and relative to bonds.| Early Retirement Now
Key Summary:| Catalyst Insights
Consumer Spending: Are Consumers Tapped Out or Pushing Back?| Catalyst Insights
It looks like a big margin call started in Japan. The Japanese Yen has become a funding currency in recent years, a source of cheap financing with the proceeds reinvested in better returning assets – such as US$ listed AI stocks. Debtors benefit when the currency in which they’ve borrowed depreciates. The Yen offered low borrowing costs and a lower value – until it didn’t.| Catalyst Insights
This week marks the beginning of a significant earnings season, with reports expected from several major companies including NFLX, ASML, JNJ, BA, MS, UNH, TSM, and GS. This occurs amidst a recent correction with the market shifting from mega-cap companies to small-caps.| Catalyst Insights
Do You Have Sufficient Diversification Away from Today’s Most Crowded Trades?| Catalyst Insights
This week on the Trading Zone, we explore the complexities of volatility as we approach the upcoming presidential election and also the massive rebalancing in the tech center following the Nvidia hit this past week. To first understand where the market is headed, it is crucial to recognize and understand where inflation is headed.| catalyst-insights.com
Economic Insights| Catalyst Insights
Economic Insights| Catalyst Insights
Key Summary:| Catalyst Insights
I like Die With Zero idea, but the numerical recommendations are nonsensical. There are better ways to deal with the overaccumulation risk.| Early Retirement Now
June 16, 2023 – I wonder if I’ll ever run out of material for the Safe Withdrawal Series. Fifty-eight parts now, and the new ideas come faster than I can write posts these days. This month, I initially planned to write about the effects of timing Social Security in the context of safe withdrawal simulations. … Continue reading Flexibility is Overrated – SWR Series Part 58| Early Retirement Now
