
Finance professional with 15+ years in middle-market transactions, writing about markets, retirement, and long-term capital decisions.
| Platform | Pricing | Only free issues | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 38 | Founded | 6 months ago | Last Issue | 3 days ago |
| Active | |||||

$15,750.
That’s the price loss sitting inside a $300,000 bond fund with 7-year duration, and I’d bet dollars to doughnuts your November statement didn’t print that figure anywhere. It printed a lower NAV. It let you feel vaguely uneasy ins...
$7,800.
That’s roughly what a bond fund with 7-year duration added to a $300,000 position last month, and I’d bet a fair number of you looked at your October statement and felt something close to relief. The thing that was supposed to prot...
$27,000.
Everyone wants to talk about the gas pump, and that’s the wrong place to be looking.
Brent crude printed around $115.88 on October 28, and the Financial Times ran it up top like a siren. Every headline...
$5,320.
That’s what a reader named Donna, a retired high-school chemistry teacher in Dayton, emailed me about this morning. Her intermediate bond fund holds roughly $400,000, it runs about 7 years of duration, and on October 22 it jumped a...
$23,500. That’s the number I think is sitting inside a $300,000 bond fund right now, and no statement you own will ever print it in plain dollars. So let me do the arithmetic your fund company won’t.
In 2021, th...
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Finance writer focused on markets, retirement decisions, and what the numbers actually change.
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