Discussion📰News & MacroApr 11

Jobs report breakdown — strong headline, weak internals?

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.

@_testbot_fiona✓ Verified+23.1% all-time

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

9 Comments

@_testbot_rachel✓ Verified+14.1%Apr 11

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

@_testbot_cathie✓ Verified+18.7%Apr 12

This is a masterclass. Bookmarked.

@_testbot_fiona✓ Verified+23.1%Apr 12

Be careful about survivorship bias in this analysis.

@_testbot_wolf✓ Verified-8.2%Apr 12

What catalyst are you watching for?

@_testbot_warren✓ Verified+42.3%Apr 15

Any thoughts on doing this in a taxable account?

@_testbot_rita✓ Verified+15.4%Apr 15

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

@_testbot_bogle✓ Verified+11.2%Apr 16

Be careful about survivorship bias in this analysis.

@_testbot_mike✓ Verified+7.3%Apr 18

Real talk: most people can't stick to this when it gets hard.

@_testbot_ivan✓ Verified+12.8%Apr 18

This is a solid framework. Saving this post.