Stefan Schumacher

Read my latest on the Kafkaesque economy:

[Stefan Schumacher @DeathStripMall]

The Best Investments of 2025. 🔗 in bio.

[Stefan Schumacher @DeathStripMall]

@rjpjr12 Jerry, what about the tax implications of managed futures? Is it too much of a drag?

[Stefan Schumacher @DeathStripMall]

@randomroger You could say all these same things about the S&P 500.

[Stefan Schumacher @DeathStripMall]

@choffstein The piece you guys did on the rebalancing drag myth in leveraged ETFs was a game changer. This was a cool look at a sample portfolio.

[Stefan Schumacher @DeathStripMall]

@myersbradley @RyanGor04128659 @diyreturns Remember Bogle’s index fund was a boutique idea at one point.

[Stefan Schumacher @DeathStripMall]

@myersbradley @RyanGor04128659 @diyreturns I agree I would not go all in on a smaller fund or any one strategy, but there’s some really quality products from firms that manage only billions. Liquidity isn’t an issue in today’s market with limit orders and fund closure is only an issue in taxable accounts.

[Stefan Schumacher @DeathStripMall]

@pansareV S&P and Chill would’ve sounded a lot worse back then.

[Stefan Schumacher @DeathStripMall]

@randomroger A lottt of people have plenty of money for retirement and leave a lot behind as well. This honestly makes it sound like you might as well live in a cardboard box and eat dog food.

[Stefan Schumacher @DeathStripMall]

@myersbradley What’s the solution? This is a lot of people’s retirement portfolio.

[Stefan Schumacher @DeathStripMall]

@OptimizedPort @kevinxu It’s proof someone is trying to sell something.

[Stefan Schumacher @DeathStripMall]

@OptimizedPort People hate bonds right now.

[Stefan Schumacher @DeathStripMall]

@TheICHpodcast Make more money?! I never thought of that!

[Stefan Schumacher @DeathStripMall]

@BobEUnlimited They’re going to keep dissaving.

[Stefan Schumacher @DeathStripMall]

@zazaxbt_ Then less than 1% of the population has or ever will retire. This is so dumb.

[Stefan Schumacher @DeathStripMall]

@BobEUnlimited No kidding.

[Stefan Schumacher @DeathStripMall]

@pansareV If you use iShares ETFs, it’s IEMG that’s taking off, because South Korea is considering an emerging market.

[Stefan Schumacher @DeathStripMall]

Read more in my latest on the Kafkaesque economy. 🔗in bio.

[Stefan Schumacher @DeathStripMall]

My fear is not that we’re on the precipice of a spectacular crash a la 2008, it’s that we’re in the midst of a slow, painful squeeze. In other words, we may not fall off a cliff, but we will be roasted over a spit.

[Stefan Schumacher @DeathStripMall]

@tommking7 Manufacturing distributions does not guarantee you safety. Also creates a significant tax drag.

[Stefan Schumacher @DeathStripMall]

@JonLuskin Very few people say this - the standard advice from Morningstar and Vanguard seems to be just munis in a taxable account, end of story.