Search found 1052 matches

by Gosso
Fri Nov 13, 2015 8:18 pm
Forum: Other Discussions
Topic: Armageddon In Paris
Replies: 72
Views: 25191

Re: Armageddon In Paris

The Eagles of Death Metal, the so called "American Band" at the concert hall is a band that I have followed since their inception and would likely have attend their concert if it were in my city.  Craziness. What so-called; they're from California. I know, but from the media I have watched they wer...
by Gosso
Fri Nov 13, 2015 6:55 pm
Forum: Other Discussions
Topic: Armageddon In Paris
Replies: 72
Views: 25191

Re: Armageddon In Paris

The Eagles of Death Metal, the so called "American Band" at the concert hall is a band that I have followed since their inception and would likely have attend their concert if it were in my city.  Craziness.
by Gosso
Fri Sep 18, 2015 7:41 pm
Forum: Other Discussions
Topic: Figuring Out Religion
Replies: 4052
Views: 1377947

Re: Figuring Out Religion

MT, It seems that the Pope was suggesting that morality "grows" as human society learns more.  I believe there is a core morality that everyone has, it just requires a proper cleaning of the glass to see it properly. But I was mainly +1ing the YouTube clip from Bishop Robert Barron.  His work is fan...
by Gosso
Fri Sep 18, 2015 6:26 pm
Forum: Other Discussions
Topic: Figuring Out Religion
Replies: 4052
Views: 1377947

Re: Figuring Out Religion

Don't jump to conclusions when coming across difficult passages in the Bible. Fr. Robert Barron on Violence in the Bible https://youtu.be/1A65Wfr2is0 If you read the Bible in such a way that it leads you to say violence is a good thing, I should be more violent, or that God is hateful and violent, ...
by Gosso
Tue Sep 01, 2015 7:58 pm
Forum: Other Discussions
Topic: YouTube Junkie
Replies: 1227
Views: 582605

Re: YouTube Junkie

Bill Burr tweeted out this drum solo from Lee Pearson, it's pretty great (8 min): https://www.youtube.com/watch?v=SFF8e8tXACk
by Gosso
Fri Aug 28, 2015 6:26 pm
Forum: Permanent Portfolio Discussion
Topic: PSA: I now have a 3-year period with no gains
Replies: 275
Views: 102632

Re: PSA: I now have a 3-year period with no gains

Math, But what about stocks being overvalued as well: http://i57.tinypic.com/2vhsqyh.png http://www.multpl.com/shiller-pe/ "It's not that easy being green B&H" http://www.fergusonplarre.com.au/blog/wp-content/uploads/2014/05/Kermit-231x300.jpg Maybe we should all sit in cash and wait for the Great R...
by Gosso
Fri Aug 28, 2015 5:25 pm
Forum: Permanent Portfolio Discussion
Topic: PSA: I now have a 3-year period with no gains
Replies: 275
Views: 102632

Re: PSA: I now have a 3-year period with no gains

The US PP has gone through many three year periods of negative (near zero) real returns.  This is not outside the operating parameters of the US PP, whether we like to admit it or not. http://i59.tinypic.com/6h0nzp.png (Understanding the above graph: The data measures the trailing 3 year compounded ...
by Gosso
Tue Aug 25, 2015 8:13 pm
Forum: Permanent Portfolio Discussion
Topic: Question for International Investors
Replies: 6
Views: 4398

Re: Question for International Investors

I did some Googling and found most of the information needed to calculate the historical performance of the Japanese PP.  Although if someone has better data or finds an error in my data please let me know and I'll update the excel file.  Here is my excel file. (click on "slow download", it'll take ...
by Gosso
Tue Aug 25, 2015 7:25 am
Forum: Permanent Portfolio Discussion
Topic: Question for International Investors
Replies: 6
Views: 4398

Re: Question for International Investors

Norm Rothery has put together a Canadian asset mixer tool .  It seems to have everything you need, although I believe the bond categories include federal, provincial and corporate bonds. For the excel file you can go to Libra Investment Management Inc (click on link in third last bullet point).  The...
by Gosso
Thu Jul 02, 2015 8:08 pm
Forum: Other Discussions
Topic: Figuring Out Religion
Replies: 4052
Views: 1377947

Re: Figuring Out Religion

And you know there's a saying that if you ever saw how they made sausage you would never want to eat it again. I know that curiousity killed the cat, but since I'm not a feline, I'll go ahead and ask: Why the madbean --> screwtape change?  Are you a CS Lewis fan?  Why not wormwood; did you wish to ...
by Gosso
Fri Jun 12, 2015 7:50 am
Forum: Bonds
Topic: The Pink Elephant in the Room
Replies: 21
Views: 14121

Re: The Pink Elephant in the Room

Bloomberg says the 30 year bund is at 1.58% Is that not right? Yes, thats right.  How much of a loss was it from the lowest point (I guess 30yr didn't go negative) to 1.58%?  I want an early little taste of the masochism we have coming at us. EDIT: 30yr yield has skyrocketed from .434% to 1.546%.  ...
by Gosso
Sat May 16, 2015 7:48 pm
Forum: Other Discussions
Topic: YouTube Junkie
Replies: 1227
Views: 582605

Re: YouTube Junkie

Kriegsspiel wrote: I like the NiN / Carly Rae Jepson mashup.
YES!!!  FANTASTIC!!!
by Gosso
Sat May 16, 2015 6:55 pm
Forum: Other Discussions
Topic: Early Retirement
Replies: 145
Views: 56180

Re: Early Retirement

ERE guilt!  Does anyone else suffer from this?  Do you need to become a bit of an asshole to counteract the "normal people"?
by Gosso
Sat May 16, 2015 6:30 pm
Forum: Cash
Topic: Cash Drag
Replies: 19
Views: 15215

Re: Cash Drag

Keep in mind that rebalancing into cash also causes you to occasionally sell early, so overall it is a wash.  Rebalancing primarily keeps your risks in check.
by Gosso
Sat May 16, 2015 5:48 pm
Forum: Other Discussions
Topic: YouTube Junkie
Replies: 1227
Views: 582605

Re: YouTube Junkie

Best mash-up ever - awesome, catchy, creepy, yin/yang...Taylor Swift vs. Nine Inch Nails - https://youtu.be/DhvXST1Rc3g

In honour of the summer festival season - Charles Bradley "Why Is It So Hard" -  https://youtu.be/yBdTVmSVq14
by Gosso
Sat May 16, 2015 5:35 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3688
Views: 1641404

Re: The GOLD scream room

Think of gold as just another currency.  Except it isn't backed by a central bank, government, economy, military, etc., which makes it a very unique currency.
by Gosso
Tue Mar 03, 2015 8:27 am
Forum: Permanent Portfolio Discussion
Topic: Canadian PP Brokerage Option? (Gosso, canPP........)
Replies: 5
Views: 4088

Re: Canadian PP Brokerage Option? (Gosso, canPP........)

Hi Gosso! - The emotional part of making automatic is a huge benefit for me.  Also its $40 for all your accounts as long as you use the etf model portfolio's.  I also like the idea of the buying and selling being done for me on a monthly basis.  I am a minimalist (aka lazy!).  In all seriousness I ...
by Gosso
Mon Mar 02, 2015 12:24 pm
Forum: Permanent Portfolio Discussion
Topic: Canadian PP Brokerage Option? (Gosso, canPP........)
Replies: 5
Views: 4088

Re: Canadian PP Brokerage Option? (Gosso, canPP........)

Welcome to the forum! I've never heard of ShareOwner before, so I don't know much about them, although I get a bit nervous when pulled away from the teat of the big banks.  Do you know if the $40/month covers all your accounts, or is it charged for each account?  If it is per account then that could...
by Gosso
Thu Feb 19, 2015 4:18 pm
Forum: Other Discussions
Topic: Twitter Post, Whipping Post
Replies: 7
Views: 3682

Re: Twitter Post, Whipping Post

A very interesting read, and a nice break from ISIS http://www.nytimes.com/2015/02/15/magazine/how-one-stupid-tweet-ruined-justine-saccos-life.html Scary!  And exactly why I avoid social media like the plaque .  Cyberbullying has morphed. Dude, I already bitch-slapped you in another thread over thi...
by Gosso
Mon Feb 09, 2015 8:59 pm
Forum: Permanent Portfolio Discussion
Topic: Uncharted Waters?
Replies: 43
Views: 21984

Re: Uncharted Waters?

MachineGhost wrote: To quote Bill and Ted, "Excellent!"
Ha!  I figured Mr. Livermore's work would be right up your alley.
babysquirrel wrote: To quote Bill and Ted, "Excellent!"
Actually that was Wayne and Garth there Mr. Know-It-All...
Uh oh, I smell another flame war coming on.  :P
by Gosso
Mon Feb 09, 2015 10:11 am
Forum: Permanent Portfolio Discussion
Topic: Uncharted Waters?
Replies: 43
Views: 21984

Re: Uncharted Waters?

I'll suggest the work by Jesse Livermore (this is a pseudonym to protect his day job) who dives deep into the reliability of valuation models.  His general conclusions are that valuation models are curve-fitted and of little value. Here is one graph that shows out-of-sample data for the Hussman mode...
by Gosso
Tue Jan 20, 2015 11:39 am
Forum: Permanent Portfolio Discussion
Topic: The "Average Investor"
Replies: 19
Views: 7218

The "Average Investor"

http://cdn1.valuewalk.com/wp-content/uploads/2014/10/klarman-seth.png http://www.ritholtz.com/blog/2015/01/asset-class-returns-vs-the-average-investor/?utm_source=dlvr.it&utm_medium=twitter I doubt there is much hope for the average investor.  Their emotions (and reason) will continue to place them...
by Gosso
Fri Jan 16, 2015 5:01 pm
Forum: Permanent Portfolio Discussion
Topic: Is The PP Good For Investing?
Replies: 59
Views: 32126

Re: Is The PP Good For Investing?

Yes, I saw the spicy language but I've seen it from plenty other people on the board too.  OK point taken...MG AND OTHERS please tone down the criticisms. I thought the issue was settled by Gosso's charts, posted in another thread?  It showed at least one 25% drawdown.  I believe daily data was req...
by Gosso
Fri Jan 16, 2015 10:48 am
Forum: Stocks
Topic: Will Stocks Defy History?
Replies: 5
Views: 5975

Re: Will Stocks Defy History?

edit: finished the "article"... is about way more than stocks.  Really interesting for the whole PP on a macro level I always enjoy Gundlach's presentations, lots of great research. *** Although the above chart showing that the total returns of the S&P500 never gaining more than six years in a row ...
by Gosso
Tue Jan 13, 2015 6:53 pm
Forum: Stocks
Topic: Will Stocks Defy History?
Replies: 5
Views: 5975

Will Stocks Defy History?