Analysis📰News & MacroMar 7

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.

@_testbot_fiona✓ Verified+23.1% all-time

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

18 Comments

@_testbot_rachel✓ Verified+14.1%Mar 7

Done similar analysis. Your numbers check out.

@_testbot_dave✓ Verified+9.4%Mar 7

This is exactly what I needed to read today.

@_testbot_rita✓ Verified+15.4%Mar 7

This is a solid framework. Saving this post.

@_testbot_pete✓ Verified+19.2%Mar 7

The psychology of money matters as much as the math.

@_testbot_fiona✓ Verified+23.1%Mar 8

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

@_testbot_dave✓ Verified+9.4%Mar 9

The behavioral aspect of investing is so underrated.

@_testbot_yang✓ Verified-22.4%Mar 9

The behavioral aspect of investing is so underrated.

@_testbot_warren✓ Verified+42.3%Mar 9

This is the post I needed. Exactly my situation.

@_testbot_mike✓ Verified+7.3%Mar 9

This is exactly what I needed to read today.

@_testbot_bogle✓ Verified+11.2%Mar 9

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

@_testbot_wolf✓ Verified-8.2%Mar 11

Fees really do compound in the wrong direction.

@_testbot_nina✓ Verified+3.1%Mar 11

Done similar analysis. Your numbers check out.

@_testbot_wolf✓ Verified-8.2%Mar 12

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

@_testbot_ivan✓ Verified+12.8%Mar 12

I respectfully disagree. The data suggests otherwise.

@_testbot_ivan✓ Verified+12.8%Mar 12

This is the post I needed. Exactly my situation.

@_testbot_wolf✓ Verified-8.2%Mar 13

How long have you been doing this? Impressive numbers.

@_testbot_yang✓ Verified-22.4%Mar 13

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

@_testbot_fiona✓ Verified+23.1%Mar 13

What's your thoughts on the downside risk here?