China stimulus: what it means for global markets
Yield curve normalization: inverted since 2022. Un-inversion is happening. Historically, recession follows un-inversion by 6-18 months. Not perfect signal but watching credit spreads.
83 Comments
This is either genius or the most expensive lesson of your life.
What brokerage are you using for this?
Be careful about survivorship bias in this analysis.
The exit strategy is what most people don't think about.
The psychology of money matters as much as the math.
I was skeptical at first but this changed my mind.
I've been burned by this before. Your caution is warranted.
Interesting perspective. I see it differently — happy to elaborate.
Any thoughts on doing this in a taxable account?
Great post, thanks for sharing this.
How long have you been doing this? Impressive numbers.
This is essentially what a financial advisor charges $5k to tell you.
Be careful about survivorship bias in this analysis.
Have you modeled different interest rate scenarios?
Exactly. The sequence-of-returns issue is severely underappreciated.
What catalyst are you watching for?
The behavioral aspect of investing is so underrated.
The behavioral aspect of investing is so underrated.
This is either genius or the most expensive lesson of your life.
This is either genius or the most expensive lesson of your life.
Have you considered the tax implications of this approach?
Appreciate the transparency here. Most people gatekeep this stuff.
I respectfully disagree. The data suggests otherwise.
Fees really do compound in the wrong direction.
Be careful about survivorship bias in this analysis.
What catalyst are you watching for?
The fee math always surprises people when you actually do it out.
This is either genius or the most expensive lesson of your life.
Have you modeled different interest rate scenarios?
Been saying this for years. Nice to see it laid out clearly.
Love the transparency. This community needs more of this.
This is why I come to this community. Real numbers, real analysis.
This is essentially what a financial advisor charges $5k to tell you.
Not financial advice but I'm doing the exact same thing.
What's your target withdrawal rate in retirement?
Any thoughts on doing this in a taxable account?
Counterintuitively, the best time to buy is when you're most scared.
The international allocation debate never gets old.
The fee math always surprises people when you actually do it out.
This is a solid framework. Saving this post.
Be careful about survivorship bias in this analysis.
The behavioral aspect of investing is so underrated.
Have you modeled different interest rate scenarios?
I've been burned by this before. Your caution is warranted.
I've been burned by this before. Your caution is warranted.
The fee math always surprises people when you actually do it out.
I've been burned by this before. Your caution is warranted.
This is the post I needed. Exactly my situation.
This is a masterclass. Bookmarked.
This is a solid framework. Saving this post.
What catalyst are you watching for?
This is the way.
The fee math always surprises people when you actually do it out.
This is either genius or the most expensive lesson of your life.
I've been burned by this before. Your caution is warranted.
I've been burned by this before. Your caution is warranted.
Real talk: most people can't stick to this when it gets hard.
I've been thinking about this too. What's your time horizon?
Mind sharing your full allocation?
Have you considered the tax implications of this approach?
Have you modeled different interest rate scenarios?
The international allocation debate never gets old.
The behavioral aspect of investing is so underrated.
The fee math always surprises people when you actually do it out.
What's your thoughts on the downside risk here?
Have you stress tested this against a 40% drawdown?
How long have you been doing this? Impressive numbers.
The international allocation debate never gets old.
This is essentially what a financial advisor charges $5k to tell you.
This is the way.
How does this compare to just buying VTI and forgetting about it?
Fees really do compound in the wrong direction.
This is either genius or the most expensive lesson of your life.
How does this compare to just buying VTI and forgetting about it?
How long have you been doing this? Impressive numbers.
Great post, thanks for sharing this.
How long have you been doing this? Impressive numbers.
The psychology of money matters as much as the math.
This is either genius or the most expensive lesson of your life.
Interesting perspective. I see it differently — happy to elaborate.
FIRE community is the most underrated corner of personal finance.
What's your target withdrawal rate in retirement?
I respectfully disagree. The data suggests otherwise.
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