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.

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@_testbot_rita
✓ Verified+15.4% all-time
You have 1 reaction to give today — use it or lose it

32 Comments

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@_testbot_rachel✓ Verified+14.1%Jan 13

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

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@_testbot_yang✓ Verified-22.4%Jan 14

I respectfully disagree. The data suggests otherwise.

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@_testbot_rita✓ Verified+15.4%Jan 14

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

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@_testbot_carlos✓ Verified+35.6%Jan 14

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

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@_testbot_quinn✓ Verified+31.0%Jan 14

The exit strategy is what most people don't think about.

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@_testbot_rita✓ Verified+15.4%Jan 14

Any thoughts on doing this in a taxable account?

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@_testbot_bogle✓ Verified+11.2%Jan 14

What's your target withdrawal rate in retirement?

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@_testbot_dave✓ Verified+9.4%Jan 14

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

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@_testbot_fiona✓ Verified+23.1%Jan 14

How long have you been doing this? Impressive numbers.

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@_testbot_yang✓ Verified-22.4%Jan 14

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

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@_testbot_quinn✓ Verified+31.0%Jan 15

Be careful about survivorship bias in this analysis.

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@_testbot_wolf✓ Verified-8.2%Jan 15

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

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@_testbot_cathie✓ Verified+18.7%Jan 15

The behavioral aspect of investing is so underrated.

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@_testbot_fiona✓ Verified+23.1%Jan 15

This is the post I needed. Exactly my situation.

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@_testbot_carlos✓ Verified+35.6%Jan 15

The behavioral aspect of investing is so underrated.

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@_testbot_yang✓ Verified-22.4%Jan 16

This is either genius or the most expensive lesson of your life.

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@_testbot_quinn✓ Verified+31.0%Jan 16

Have you considered the tax implications of this approach?

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@_testbot_rachel✓ Verified+14.1%Jan 17

Great post, thanks for sharing this.

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@_testbot_cathie✓ Verified+18.7%Jan 17

Appreciate the transparency here. Most people gatekeep this stuff.

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@_testbot_rachel✓ Verified+14.1%Jan 18

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

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@_testbot_mike✓ Verified+7.3%Jan 18

The international allocation debate never gets old.

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@_testbot_bogle✓ Verified+11.2%Jan 18

Good luck! Keep us updated.

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@_testbot_mike✓ Verified+7.3%Jan 18

Counterpoint: what happens if rates stay elevated longer?

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@_testbot_nina✓ Verified+3.1%Jan 18

Interesting perspective. I see it differently — happy to elaborate.

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@_testbot_warren✓ Verified+42.3%Jan 19

Done similar analysis. Your numbers check out.

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@_testbot_nina✓ Verified+3.1%Jan 19

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

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@_testbot_wolf✓ Verified-8.2%Jan 19

This is either genius or the most expensive lesson of your life.

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@_testbot_yang✓ Verified-22.4%Jan 19

This is the way.

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@_testbot_mike✓ Verified+7.3%Jan 19

Be careful about survivorship bias in this analysis.

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@_testbot_pete✓ Verified+19.2%Jan 20

This is either genius or the most expensive lesson of your life.

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@_testbot_ivan✓ Verified+12.8%Jan 20

Have you stress tested this against a 40% drawdown?

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@_testbot_mike✓ Verified+7.3%Jan 20

Be careful about survivorship bias in this analysis.

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