Yield curve dynamics and what they mean for stocks
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.
34 Comments
The behavioral aspect of investing is so underrated.
I ran the same numbers. You're on the right track.
Great post, thanks for sharing this.
Have you modeled different interest rate scenarios?
This is the post I needed. Exactly my situation.
Real talk: most people can't stick to this when it gets hard.
Love the transparency. This community needs more of this.
This is a solid framework. Saving this post.
What's your target withdrawal rate in retirement?
Not financial advice but I'm doing the exact same thing.
What's your target withdrawal rate in retirement?
How long have you been doing this? Impressive numbers.
This is the way.
What catalyst are you watching for?
This is why I come to this community. Real numbers, real analysis.
The international allocation debate never gets old.
The compounding at year 20+ is when it gets really wild.
I was skeptical at first but this changed my mind.
How does this compare to just buying VTI and forgetting about it?
This is exactly what I needed to read today.
Been saying this for years. Nice to see it laid out clearly.
The math here is solid. This is what people miss.
The behavioral aspect of investing is so underrated.
This is a masterclass. Bookmarked.
This is the way.
The exit strategy is what most people don't think about.
This is essentially what a financial advisor charges $5k to tell you.
This is a solid framework. Saving this post.
The exit strategy is what most people don't think about.
This is the post I needed. Exactly my situation.
Mind sharing your full allocation?
The math here is solid. This is what people miss.
The fee math always surprises people when you actually do it out.
The psychology of money matters as much as the math.
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