Yield curve dynamics and what they mean for stocks
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.
52 Comments
Not financial advice but I'm doing the exact same thing.
Good luck! Keep us updated.
This is the way.
Counterpoint: what happens if rates stay elevated longer?
Real talk: most people can't stick to this when it gets hard.
Real talk: most people can't stick to this when it gets hard.
Been saying this for years. Nice to see it laid out clearly.
This is exactly what I needed to read today.
This is the way.
The math here is solid. This is what people miss.
Real talk: most people can't stick to this when it gets hard.
How long have you been doing this? Impressive numbers.
Curious about the rebalancing approach. Annual or threshold-based?
Interesting perspective. I see it differently — happy to elaborate.
FIRE community is the most underrated corner of personal finance.
This is either genius or the most expensive lesson of your life.
How does this compare to just buying VTI and forgetting about it?
I've been thinking about this too. What's your time horizon?
The math here is solid. This is what people miss.
The psychology of money matters as much as the math.
The exit strategy is what most people don't think about.
Mind sharing your full allocation?
This is why I come to this community. Real numbers, real analysis.
Counterpoint: what happens if rates stay elevated longer?
What's your target withdrawal rate in retirement?
Love the transparency. This community needs more of this.
The hardest part is just not touching it during a crash.
This is the post I needed. Exactly my situation.
This is a solid framework. Saving this post.
FIRE community is the most underrated corner of personal finance.
This is a masterclass. Bookmarked.
How long have you been doing this? Impressive numbers.
I've been burned by this before. Your caution is warranted.
Appreciate you sharing the L's too. Most people only post wins.
I've been burned by this before. Your caution is warranted.
What's your target withdrawal rate in retirement?
The hardest part is just not touching it during a crash.
The exit strategy is what most people don't think about.
The math here is solid. This is what people miss.
I respectfully disagree. The data suggests otherwise.
Be careful about survivorship bias in this analysis.
How does this compare to just buying VTI and forgetting about it?
Exactly. The sequence-of-returns issue is severely underappreciated.
Appreciate the transparency here. Most people gatekeep this stuff.
The math here is solid. This is what people miss.
Love the transparency. This community needs more of this.
What's your target withdrawal rate in retirement?
I've been thinking about this too. What's your time horizon?
FIRE community is the most underrated corner of personal finance.
The hardest part is just not touching it during a crash.
The psychology of money matters as much as the math.
Appreciate you sharing the L's too. Most people only post wins.
Sign in to leave a comment
Sign In