Sabitlenmiş Tweet
How do we defend against stagflation? cutthecrapinvesting.com/2026/03/17/how…
English
CutTheCrapInvesting
92.4K posts
CutTheCrapInvesting
@67Dodge
World's best Dad. Husband still in training. Chief Retirement Officer at Retirement Club. Chief Disruptor and investment coach @ Cut The Crap Investing blog
Toronto Katılım Nisan 2009
3.7K Takip Edilen9.5K Takipçiler
@ravitaxali Yes it is relevant. It’s demonstrating how types of stocks work in certain economic conditions and during a certain type of market sentiment. But maybe you haven’t studied investing in equities, don’t know the answer to that.
English
@67Dodge There is no point in looking at investment returns over a quarter when one is investing in an RRSP, which will run into decades. Post the account returns over the last 10 years.
English
Nice. My wife's Canadian RRSP over the last 3 months. She's in racing Green, the TSX in blue. Going up when markets go down. Canadian Wide Moat (defensives) plus oil and gas stocks. #Retirementclub
English
Very nice for Buck. A Blue Jay legend.
Toronto Blue Jays@BlueJays
Coming in August: A NEW Hall of Excellence - a display in the 100 Level RF Concourse. The newest inductee to the Hall: The one and only Buck Martinez 💙
English
@geoffschaeff @Ranonssance @igetredpilled Yup, mid and longer dated bonds don't like inflation. Some folks 😉 will also hold dedicated inflation fighters to hedge that event - all-weather portfolio.
English
@Ranonssance @67Dodge @igetredpilled The problem is volatility in the short run. An all equity portfolio lost 34% in February/March 2020. In contrast, a traditional 60/40 portfolio lost 8.5 to 10%.
Most people overestimate their risk tolerance. "Everyone has a plan until they get punched in the mouth." - Mike Tyson
English
Largest inflationary shock in the history of the world:
English
@barometerca The market timing involved makes that an under performing approach. 👍
English
Once a sell off begins... and it may just really be beginning, defensives don't help much and certainly will not lead when things tilt back higher. I prefer to raise cash because it is sitting there waiting when it is time to buy on the other side and defensives will not lead at that point.
English
CutTheCrapInvesting retweetledi
Here you go @barometerca David, the U.S. defensives are working quite well in 2026. testfol.io/?s=kgfzTmCLQWr
David Burrows@barometerca
This is why you don't chase into defensives if you think the overall market has risk... When the selling picks up, they are unlikely to buck the trend. $XLP $XLV
English
CutTheCrapInvesting retweetledi
Let's just do this as quick as possible. Let's get to $150 oil and equity markets down 20% or more. It all applies great TACO Tuesday pressure. 🛢️👍
OilPrice.com@OilandEnergy
English
@67Dodge My only point is that if we wind up in a selloff like we are in now, they will all be for sale. Cash is the preferred asset in a selloff. People sell what they can sell when fear hits markets.
English
English
English
@Ranonssance @geoffschaeff @igetredpilled Depends on the run and the length, most mostly yes, the risk / return proposition is in play.
English
@geoffschaeff @67Dodge @igetredpilled Not true at all, an all equities portfolio vastly outperforms any admixture of bonds and equities over the long run
English
Brilliant. Golf. A good walk spoiled.
Today In History@historigins
Robin Williams explaining how golf was invented remains one of the greatest stand-up bits ever recorded
English
Your U.S. ultra short term treasuries (cash) will pay more as inflation expectations rise. At times it can keep up with inflation, at other times, lag. But it does provide a 'hedge' ...
English
Wow, some form of capitulation coming? I think the sooner the better.
English
CutTheCrapInvesting retweetledi
This is too funny. Two Trumpnards realizing we’re screwed will Sorkin says thank you Lord for this moment. @SquawkCNBC
English