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Posts tagged #investing

A mix of technical deep-dives, career reflections, and dispatches from the road.

Bond Duration: The One Number That Tells You What a Rate Move Will Cost thumbnail
financeOct 24, 2026· 5 min
Bond Duration: The One Number That Tells You What a Rate Move Will Cost
Why bond prices fall when yields rise, how duration turns that into a percentage you can calculate, and what 2022 showed about it.
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Technical vs. Fundamental Analysis: Two Questions, Not Two Teams thumbnail
financeSep 23, 2026· 5 min
Technical vs. Fundamental Analysis: Two Questions, Not Two Teams
Fundamental analysis asks what a business is worth; technical analysis asks what price is doing. Here's how each works and why the rivalry is a category error.
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Sector Rotation: A Good Map and a Bad Clock thumbnail
financeSep 6, 2026· 4 min
Sector Rotation: A Good Map and a Bad Clock
Sector rotation charts promise a map of the business cycle laid over the stock market. The taxonomy and the economic logic hold up well.
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Dividend Yield Is a Ratio, Not a Promise thumbnail
financeSep 2, 2026· 4 min
Dividend Yield Is a Ratio, Not a Promise
A high dividend yield can mean a company is generating serious cash, or it can mean the share price is falling faster than the payout.
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Index Funds vs. Active Management: Reading the Scorecard Honestly thumbnail
financeAug 22, 2026· 4 min
Index Funds vs. Active Management: Reading the Scorecard Honestly
The SPIVA scorecards are the most-cited evidence in the passive-versus-active debate. Here is what they actually measure, why survivorship and persistence…
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Position Sizing: The Trade Decision That Happens Before the Trade thumbnail
financeAug 15, 2026· 4 min
Position Sizing: The Trade Decision That Happens Before the Trade
Most trading education obsesses over entries and indicators. The arithmetic says how much you put on matters more than where you got in, and the math is…
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How to Read an Earnings Report Without Trusting the Headline thumbnail
financeJul 29, 2026· 4 min
How to Read an Earnings Report Without Trusting the Headline
The number at the top of an earnings press release is the number the company chose to put there. Here is where the actual information lives: the…
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Dollar-Cost Averaging vs. Lump-Sum: What the Data Actually Says thumbnail
financeJul 25, 2026· 4 min
Dollar-Cost Averaging vs. Lump-Sum: What the Data Actually Says
Investing a windfall all at once beats easing it in about two-thirds of the time. Here is what the research actually says, and when dollar-cost averaging…
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Tax-Loss Harvesting: How Selling at a Loss Actually Works thumbnail
financeJul 15, 2026· 4 min
Tax-Loss Harvesting: How Selling at a Loss Actually Works
Tax-loss harvesting turns a losing position into a deduction, but the mechanics are fussier than the pitch suggests.
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Order Types Explained: Market, Limit, and Stop Orders thumbnail
financeJul 4, 2026· 4 min
Order Types Explained: Market, Limit, and Stop Orders
Market, limit, and stop orders each trade off price against execution in a different way. Here is how they actually work, with a worked example.
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