FAIRX still 80% JOE? That’s some kinda long term conviction. Some things never change. I think Bruce still has a house in Palm Beach as well. Hope you have a nice weekend Roger! Good read today, thanks.
Funny Roger. I was just discussing EOSU with a colleague last night (the actual stock is a longtime personal holding). Holy crap, or maybe is should say slop now. How do shops like Rex and the like sleep at night?
Great comments on FIRE Roger.
Fun post Roger. Very much enjoyed Cullen’s recent appearance on Meb’s podcast. I just got his new book tonight so looking forward to diving in.
Wonderful post Roger! Merry Christmas.
Correct. It was initially a Claymore fund. Still open I believe.
Was CVY the original multi asset kitchen sink? Going back to Guggenheim days.
Such a great share! Thanks Roger.
Great post Roger, hope you have a great weekend.
Good one Roger! My father took a a good hit on $MAIN several years ago. Too hard pile for me personally. Zweig had a nice piece recently as well.
Yes! This was the article I was referencing from last week. I’m fortunate enough to be offered a Roth 401k and also do a mega back door, but this could be harder for employees who lack those options.
I meant *next year. Good point on the optionality theme with the Roth contributions.
Great weekend read @randomroger.bsky.social. Any thoughts on age 50 plus catch-up 401k contributions only allowed to go into a Roth 401k starting year?
I vaguely remember it. I’ll run NFDIX tomorrow. I think we’ve all had friends, colleagues, and follows we secretly are rooting for with various offerings that seem great on paper. But…. The more time passes, the more uncomplicated (not easy) makes sense.
Love this Roger. RSBT is a fund I had considered for my mother in law shortly after it debuted. I did not pull the trigger. No disrespect to Corey however implied.
Great energy on this week’s show!
This is pretty wild! Very interesting.
His weekly email is consistently one of the best things in my inbox. And my inbox is frankly amazing.
17-20 are great conversation points. Love this!
Great weekend post @randomroger.bsky.social. In my early 50’s and I’ve had similar thoughts on job losses, etc. I appreciate your insights.
Love Lucinda. Great start to the weekend!
What a post Roger! So much to unpack.
More than happy to put together a San Diego beer tasting/meet up if your schedule allows @bencarlson007.bsky.social
Right with you on never having another car payment Roger!
Fun listen early this morning!
Insightful post Roger. Long $SYLD $DIVO AND $PKW for a long time. $JEPI and $SCHD are fan favorites for sure. Very much enjoy your commentary.
Been pondering the impact of said tariffs on Fender, Gibson, and Rickenbackers honestly the past two nights. All about songs canceling noise. Bob Mould, Old 97’s.
Long TDK.
Today’s “Three Things” Discipline weekend read is a banger Cullen. Great start to the weekend!
Creighton and SDSU primarily. U of A is also a fav.
