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I keep thinking about parking cash in box spreads on SPX directly -- pay net $98,000 in option premium now and earn $100,000 in a few months, effectively lending to the market at the rate implied by highly liquid option prices.

The section 1256 tax treatment is especially cool not so much because of the 60/40 taxation but because if you have several consecutive years of 60/40 gains you can edit your past year's income by incurring a current year loss and having a carryback loss.



I've borrowed money using SPX box spreads. You can get data on the recent trades and build a box spread at https://www.boxtrades.com/

There's a long thread on the Bogleheads forums about Box Spreads here: https://www.bogleheads.org/forum/viewtopic.php?t=344667




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