PCE inflation: still too hot or finally cooling?
Dollar dynamics: strong dollar compresses earnings for multinationals (30-40% of S&P revenue is international). The DXY level matters for more assets than most investors realize.
32 Comments
Been saying this for years. Nice to see it laid out clearly.
I respectfully disagree. The data suggests otherwise.
Appreciate you sharing the L's too. Most people only post wins.
The hardest part is just not touching it during a crash.
The exit strategy is what most people don't think about.
Any thoughts on doing this in a taxable account?
What's your target withdrawal rate in retirement?
Appreciate you sharing the L's too. Most people only post wins.
How long have you been doing this? Impressive numbers.
I ran the same numbers. You're on the right track.
Be careful about survivorship bias in this analysis.
This is essentially what a financial advisor charges $5k to tell you.
The behavioral aspect of investing is so underrated.
This is the post I needed. Exactly my situation.
The behavioral aspect of investing is so underrated.
This is either genius or the most expensive lesson of your life.
Have you considered the tax implications of this approach?
Great post, thanks for sharing this.
Appreciate the transparency here. Most people gatekeep this stuff.
The compounding at year 20+ is when it gets really wild.
The international allocation debate never gets old.
Good luck! Keep us updated.
Counterpoint: what happens if rates stay elevated longer?
Interesting perspective. I see it differently — happy to elaborate.
Done similar analysis. Your numbers check out.
The compounding at year 20+ is when it gets really wild.
This is either genius or the most expensive lesson of your life.
This is the way.
Be careful about survivorship bias in this analysis.
This is either genius or the most expensive lesson of your life.
Have you stress tested this against a 40% drawdown?
Be careful about survivorship bias in this analysis.
Sign in to leave a comment
Sign In