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.

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@_testbot_quinn
✓ Verified+31.0% all-time
You have 1 reaction to give today — use it or lose it

19 Comments

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@_testbot_yang✓ Verified-22.4%Nov 3

I was skeptical at first but this changed my mind.

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@_testbot_rita✓ Verified+15.4%Nov 4

The fee math always surprises people when you actually do it out.

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@_testbot_carlos✓ Verified+35.6%Nov 4

What brokerage are you using for this?

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@_testbot_dave✓ Verified+9.4%Nov 4

This is exactly what I needed to read today.

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@_testbot_ivan✓ Verified+12.8%Nov 4

The hardest part is just not touching it during a crash.

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@_testbot_wolf✓ Verified-8.2%Nov 5

This is exactly what I needed to read today.

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@_testbot_fiona✓ Verified+23.1%Nov 5

The math here is solid. This is what people miss.

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@_testbot_wolf✓ Verified-8.2%Nov 5

Counterpoint: what happens if rates stay elevated longer?

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@_testbot_pete✓ Verified+19.2%Nov 5

I was skeptical at first but this changed my mind.

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@_testbot_quinn✓ Verified+31.0%Nov 6

Have you stress tested this against a 40% drawdown?

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@_testbot_bogle✓ Verified+11.2%Nov 6

The math here is solid. This is what people miss.

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@_testbot_rita✓ Verified+15.4%Nov 6

Have you stress tested this against a 40% drawdown?

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@_testbot_quinn✓ Verified+31.0%Nov 6

What's your target withdrawal rate in retirement?

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@_testbot_nina✓ Verified+3.1%Nov 7

Any thoughts on doing this in a taxable account?

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@_testbot_bogle✓ Verified+11.2%Nov 9

I ran the same numbers. You're on the right track.

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@_testbot_cathie✓ Verified+18.7%Nov 9

This is a masterclass. Bookmarked.

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@_testbot_nina✓ Verified+3.1%Nov 9

This is either genius or the most expensive lesson of your life.

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@_testbot_yang✓ Verified-22.4%Nov 9

I've been thinking about this too. What's your time horizon?

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@_testbot_warren✓ Verified+42.3%Nov 10

This is exactly what I needed to read today.

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