Roger Nusbaum (@randomroger.bsky.social)

Roger Nusbaum

@randomroger.bsky.social

Investment Advisor, fire chief, blogger.

642 followers 77 following1K posts

Roger Nusbaum

@randomroger.bsky.social

Good, Not Riskless rogersplanning.blogspot.com/2026/10/good...

rogersplanning.blogspot.comGood, Not RisklessAbnormal Returns included this link about managed futures in its post today. It doesn't offer anything new but I thought of a way to look a...

Roger Nusbaum

@randomroger.bsky.social

A Clear Source Of Volatility rogersplanning.blogspot.com/2026/10/a-cl...

rogersplanning.blogspot.comA Clear Source Of VolatilityWe've taken a couple of looks at the Northern Trust 2055 Inflation Linked Distributing Ladder ETF (TIPD). The example we came up with for a ...

Roger Nusbaum

@randomroger.bsky.social

Sunset in Walker, AZ

Roger Nusbaum

@randomroger.bsky.social

My Experience With Amazon One Medical rogersplanning.blogspot.com/2026/10/my-e...

rogersplanning.blogspot.comMy Experience With Amazon One MedicalA recurring theme here is the extent to which everything about the healthcare system is broken. We generally have long wait times, insurance...

Roger Nusbaum

@randomroger.bsky.social

Options, Options, Options! rogersplanning.blogspot.com/2026/10/opti...

rogersplanning.blogspot.comOptions, Options, Options!We'll start with a Barron's article that took quick looks at several categories of options oriented ETFs , mostly buffer funds and covered c...

Roger Nusbaum

@randomroger.bsky.social

High Commodity=High Volatility rogersplanning.blogspot.com/2026/10/high...

rogersplanning.blogspot.comHigh Commodity=High VolatilityETF Hearsay Tweeted out about an ETF filing from Grant Park. They are probably most known for their Grant Park Multi Alternative Strategy Fu...

Roger Nusbaum

@randomroger.bsky.social

Cracking The Cockroach Again! Maybe! rogersplanning.blogspot.com/2026/10/crac...

rogersplanning.blogspot.comCracking The Cockroach Again! Maybe!A couple of years ago I proclaimed that I Cracked The Cockroach! Maybe! Finominal took a run at dissecting the Cockroach Portfolio this wee...

Roger Nusbaum

@randomroger.bsky.social

Ten minutes later

Roger Nusbaum

@randomroger.bsky.social

Tucson sunset 🤩

Roger Nusbaum

@randomroger.bsky.social

Build Your Own Glidepath rogersplanning.blogspot.com/2026/10/buil...

rogersplanning.blogspot.comBuild Your Own GlidepathI had a crazy idea about creating your own glidepath. I'm not the first person to come up with this per an interaction with Gemini but it's ...

Roger Nusbaum

@randomroger.bsky.social

How Diversification Is Supposed To Work rogersplanning.blogspot.com/2026/10/how-...

rogersplanning.blogspot.comHow Diversification Is Supposed To WorkLet's start with this. If inflation continues to run at about 3.5% then that implies a real return of 3.5% versus 4.56% real return for Vang...

Roger Nusbaum

@randomroger.bsky.social

The Alt Less Traveled rogersplanning.blogspot.com/2026/10/the-...

rogersplanning.blogspot.comThe Alt Less TraveledWe talk all the time about alternative strategies. I've cited my awareness/interest in the idea back to an article about Jack Meyer who used...

Roger Nusbaum

@randomroger.bsky.social

RMD Hack rogersplanning.blogspot.com/2026/10/rmd-...

rogersplanning.blogspot.comRMD HackThat is the Vixen 21 TD, "the sports car of motorhomes." It looks like a cross between an EM 50 Urban Assault Vehicle (Stripes reference) an...

Roger Nusbaum

@randomroger.bsky.social

Sunrise over the Rincon Mountains in Tucson.

Roger Nusbaum

@randomroger.bsky.social

Good News For HSAs? rogersplanning.blogspot.com/2026/10/good...

rogersplanning.blogspot.comGood News For HSAs?We'll get to HSAs in a minute but I wanted to start with Bloomberg saying that retirees are afraid to spend money on fun for fear of runnin...

Roger Nusbaum

@randomroger.bsky.social

Is Low Dividend Yield A Harbinger Of Doom? rogersplanning.blogspot.com/2026/10/is-l...

rogersplanning.blogspot.comIs Low Dividend Yield A Harbinger Of Doom?Barron's looked at the close to all-time low yield of the S&P 500 at just over 1%. The last time it was that low was September, 2000. This ...

Roger Nusbaum

@randomroger.bsky.social

Did Your Alt Make The List? rogersplanning.blogspot.com/2026/10/did-...

rogersplanning.blogspot.comDid Your Alt Make The List?John Authors had a little fun riffing on The Who saying he hopes he dies before the ten year treasury hits 7% . Plenty of pundits have been ...

Roger Nusbaum

@randomroger.bsky.social

Still Just An ETF In A CAGE rogersplanning.blogspot.com/2026/10/stil...

rogersplanning.blogspot.comStill Just An ETF In A CAGEOn Monday, I sat in on a webinar for the Calamos Autocallable Income Fund (CAIE). We've spent some time here trying to understand the risks ...

Roger Nusbaum

@randomroger.bsky.social

A Six Month Wait? rogersplanning.blogspot.com/2026/10/a-si...

rogersplanning.blogspot.comA Six Month Wait?Cards on the table, I haven't been to the doctor for a physical in a few years. I never liked my old doctor and my interactions with him had...

Roger Nusbaum

@randomroger.bsky.social

Can You Actually Live Outside The Box? rogersplanning.blogspot.com/2026/10/can-...

rogersplanning.blogspot.comCan You Actually Live Outside The Box?Barron's had a long article about how difficult it has become to diversify a portfolio because of the dominance of mega cap AI and semicond...

Roger Nusbaum reposted

Jonathan Hoenig

@jonathanhoenig.bsky.social

Investing begins with asking questions, challenging conventional wisdom, and thinking independently. That’s the approach I bring to managing money. If you’re considering working with an advisor, I’d welcome a conversation. capitalistpig.com/appointment/