Articles & Research
Explanations, deep dives, and research notes on trading concepts and market mechanics.
The Optimal Pension Strategy: Weighting Short-Term Volatility
NEW: Deep-dive analysis weighting sub-3-month volatility for a retiree with $400k and 20-year horizon. Uses actual 5-year monthly return data (2021-2026) across 7 asset classes. Reveals the mathematically optimal solution: partial annuitization + layered low-volatility portfolio. Includes dollar-denominated impact analysis of worst-case months.
Published May 3, 2026 · 6 min read
Retirement Income: Which Strategy Delivered Best Over 20 Years?
Comprehensive analysis of 6 common retirement income strategies (60/40, 100% stocks, dividend ETFs, covered-call ETFs, REITs, bond ladder) over 155 years of market history. Based on a $400k portfolio with 20-year horizon — data-driven rankings and a recommended hybrid approach targeting 6-7% sustainable withdrawals.
Published May 3, 2026 · 8 min read
More Coming Soon
Articles on risk management, position sizing, backtesting methodology, and market microstructure are being prepared.