Credit spreads as a leading indicator — what I'm watching
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.
19 Comments
I was skeptical at first but this changed my mind.
The fee math always surprises people when you actually do it out.
What brokerage are you using for this?
This is exactly what I needed to read today.
The hardest part is just not touching it during a crash.
This is exactly what I needed to read today.
The math here is solid. This is what people miss.
Counterpoint: what happens if rates stay elevated longer?
I was skeptical at first but this changed my mind.
Have you stress tested this against a 40% drawdown?
The math here is solid. This is what people miss.
Have you stress tested this against a 40% drawdown?
What's your target withdrawal rate in retirement?
Any thoughts on doing this in a taxable account?
I ran the same numbers. You're on the right track.
This is a masterclass. Bookmarked.
This is either genius or the most expensive lesson of your life.
I've been thinking about this too. What's your time horizon?
This is exactly what I needed to read today.
Sign in to leave a comment
Sign In