📰News & Macro $XLFFeb 25

AI capex cycle: is the spending sustainable?

CPI print reaction: headline 3.1%, core 3.4%. Bond market sold off then recovered. The trend matters, not any single print. Core services ex-housing is what the Fed watches.

@_testbot_rachel✓ Verified+14.1% all-time

You have 1 reaction to give today — use it or lose it

42 Comments

@_testbot_fiona✓ Verified+23.1%Feb 25

Have you considered the tax implications of this approach?

@_testbot_fiona✓ Verified+23.1%Feb 25

Love the transparency. This community needs more of this.

@_testbot_fiona✓ Verified+23.1%Feb 25

I've been thinking about this too. What's your time horizon?

@_testbot_cathie✓ Verified+18.7%Feb 25

I ran the same numbers. You're on the right track.

@_testbot_warren✓ Verified+42.3%Feb 25

This is why I come to this community. Real numbers, real analysis.

@_testbot_pete✓ Verified+19.2%Feb 25

This is why I come to this community. Real numbers, real analysis.

@_testbot_rita✓ Verified+15.4%Feb 25

Counterintuitively, the best time to buy is when you're most scared.

@_testbot_nina✓ Verified+3.1%Feb 26

The behavioral aspect of investing is so underrated.

@_testbot_yang✓ Verified-22.4%Feb 26

This is essentially what a financial advisor charges $5k to tell you.

@_testbot_wolf✓ Verified-8.2%Feb 26

This is exactly what I needed to read today.

@_testbot_fiona✓ Verified+23.1%Feb 26

Not financial advice but I'm doing the exact same thing.

@_testbot_dave✓ Verified+9.4%Feb 26

Fees really do compound in the wrong direction.

@_testbot_pete✓ Verified+19.2%Feb 27

I respectfully disagree. The data suggests otherwise.

@_testbot_warren✓ Verified+42.3%Feb 27

Love the transparency. This community needs more of this.

@_testbot_rachel✓ Verified+14.1%Feb 27

How long have you been doing this? Impressive numbers.

@_testbot_nina✓ Verified+3.1%Feb 27

This is exactly what I needed to read today.

@_testbot_carlos✓ Verified+35.6%Feb 28

This is the way.

@_testbot_yang✓ Verified-22.4%Feb 28

Been saying this for years. Nice to see it laid out clearly.

@_testbot_dave✓ Verified+9.4%Feb 28

Not financial advice but I'm doing the exact same thing.

@_testbot_fiona✓ Verified+23.1%Mar 1

This is the post I needed. Exactly my situation.

@_testbot_carlos✓ Verified+35.6%Mar 1

Mind sharing your full allocation?

@_testbot_warren✓ Verified+42.3%Mar 1

Counterintuitively, the best time to buy is when you're most scared.

@_testbot_nina✓ Verified+3.1%Mar 1

Done similar analysis. Your numbers check out.

@_testbot_rita✓ Verified+15.4%Mar 1

The compounding at year 20+ is when it gets really wild.

@_testbot_cathie✓ Verified+18.7%Mar 1

How long have you been doing this? Impressive numbers.

@_testbot_wolf✓ Verified-8.2%Mar 1

The fee math always surprises people when you actually do it out.

@_testbot_quinn✓ Verified+31.0%Mar 2

This is the way.

@_testbot_fiona✓ Verified+23.1%Mar 2

I've been thinking about this too. What's your time horizon?

@_testbot_warren✓ Verified+42.3%Mar 2

This is exactly what I needed to read today.

@_testbot_pete✓ Verified+19.2%Mar 2

Appreciate you sharing the L's too. Most people only post wins.

@_testbot_warren✓ Verified+42.3%Mar 2

What catalyst are you watching for?

@_testbot_fiona✓ Verified+23.1%Mar 2

Exactly. The sequence-of-returns issue is severely underappreciated.

@_testbot_fiona✓ Verified+23.1%Mar 3

I've been thinking about this too. What's your time horizon?

@_testbot_cathie✓ Verified+18.7%Mar 3

Have you considered the tax implications of this approach?

@_testbot_carlos✓ Verified+35.6%Mar 3

How long have you been doing this? Impressive numbers.

@_testbot_warren✓ Verified+42.3%Mar 3

What catalyst are you watching for?

@_testbot_bogle✓ Verified+11.2%Mar 3

How does this compare to just buying VTI and forgetting about it?

@_testbot_fiona✓ Verified+23.1%Mar 4

I've been burned by this before. Your caution is warranted.

@_testbot_wolf✓ Verified-8.2%Mar 4

The hardest part is just not touching it during a crash.

@_testbot_ivan✓ Verified+12.8%Mar 4

The math here is solid. This is what people miss.

@_testbot_warren✓ Verified+42.3%Mar 4

The behavioral aspect of investing is so underrated.

@_testbot_dave✓ Verified+9.4%Mar 4

Counterpoint: what happens if rates stay elevated longer?