Search found 729 matches

by notsheigetz
Tue Oct 15, 2013 8:21 pm
Forum: Permanent Portfolio Discussion
Topic: Is the PP dead in light of Fama, Hansen and Shiller's "Nobel"
Replies: 29
Views: 8664

Re: Is the PP dead in light of Fama, Hansen and Shiller's "Nobel"

Sounds like an argument for market timing, if one can even make such an argument, doesn't it? A friend of mine who is a financial adviser (translation annuity salesman), tells me that the PP (after I introduced him to it), is like having one foot on the gas and one foot on the brake. So his point i...
by notsheigetz
Tue Oct 15, 2013 8:04 pm
Forum: Other Discussions
Topic: Closing the National Parks
Replies: 2
Views: 1390

Closing the National Parks

I was going to pose this question in the form of a poll but it didn't seem to fit within the limitations of this forum's software. So the question is, do you a favor a law declaring that the National Parks of the United States belong to the people of the United States and cannot be closed to public ...
by notsheigetz
Tue Oct 15, 2013 7:04 pm
Forum: Other Discussions
Topic: The death of JFK and the rewriting of history by the Left
Replies: 3
Views: 1993

Re: The death of JFK and the rewriting of history by the Left

I'm recording and watching "The Kennedy's" on Reelz. Greg Kinnear plays Kennedy. I expected a whitewash of the Kennedy legacy but I think it's been pretty fair so far. Didn't know that when JFK had Dr. Feelgood over to give meth-amphetamine injections, Jackie got in on the action too - if true. Most...
by notsheigetz
Tue Oct 15, 2013 6:30 pm
Forum: Bonds
Topic: So much for the "risk-free" nature of Treasuries
Replies: 231
Views: 36127

Re: So much for the "risk-free" nature of Treasuries

I was just trying to figure out how the act of a government building a canal could result in people being "poorer" — which was KShartle's actual argument that I was trying to refute. If he had simply said that governments are just generally destructive, in a broader sense, I would have agreed with ...
by notsheigetz
Tue Oct 15, 2013 5:16 pm
Forum: Other Discussions
Topic: A cop's perspective
Replies: 24
Views: 5410

Re: A cop's perspective

You know, your daughter really should have been in a seat belt. What the hell. She's almost 18 now and I'm sure there have been a lot of "should have's" along the way. But thanks for pointing it out. I'd say I'll try to do better next time but unless fate gives me a third generation of kids to rais...
by notsheigetz
Tue Oct 15, 2013 3:44 pm
Forum: Permanent Portfolio Discussion
Topic: Is the PP dead in light of Fama, Hansen and Shiller's "Nobel"
Replies: 29
Views: 8664

Re: Is the PP dead in light of Fama, Hansen and Shiller's "Nobel"

MediumTex wrote: $10 billion?

Are you sure?
Sorry, my mistake.

George Soros was the one with 10 Billion in the article I read. JR, his ex-partner is at a measly 300 milion.
by notsheigetz
Tue Oct 15, 2013 7:57 am
Forum: Permanent Portfolio Discussion
Topic: Is the PP dead in light of Fama, Hansen and Shiller's "Nobel"
Replies: 29
Views: 8664

Re: Is the PP dead in light of Fama, Hansen and Shiller's "Nobel"

If economic conditions are predictable, it's not just the PP that's dead, basically the entire investing world is turned on its head. Ask yourself why the biggest, richest players aren't using this predictive model if it's correct. They don`t? Show me one big player which is currently in gold or lo...
by notsheigetz
Sat Oct 12, 2013 10:31 pm
Forum: Other Discussions
Topic: Please tell me it won't happen
Replies: 48
Views: 7052

Re: Please tell me it won't happen

Tell me I'm wrong and that everything's going to be just fine and tensions are going to simmer down and people are going to stop hating each other. The Bible says love your neighbor as yourself. Like we do with our rational assessment of the PP, I'd just stick with that and I tend to think it will ...
by notsheigetz
Sat Oct 12, 2013 10:11 pm
Forum: Permanent Portfolio Discussion
Topic: PP investors--stay the course
Replies: 284
Views: 60256

Re: PP investors--stay the course

When you sit on the pot, think about losing everything and be ready.

Buddha say.
by notsheigetz
Sat Oct 12, 2013 9:10 pm
Forum: Other Discussions
Topic: A cop's perspective
Replies: 24
Views: 5410

Re: A cop's perspective

notsheigetz, I'm surprised the police didn't make more of you having alcohol on your breath.  You may have gotten lucky on that one.  Never underestimate the pettiness of police officers who feel that they have been improperly challenged by a private citizen.  They can be SOOOOOO shitty in those si...
by notsheigetz
Sat Oct 12, 2013 8:33 pm
Forum: Bonds
Topic: World top bankers warn of dire consequences if U.S. defaults
Replies: 0
Views: 1468

World top bankers warn of dire consequences if U.S. defaults

http://www.reuters.com/article/2013/10/12/us-usa-fiscal-banks-idUSBRE99B09F20131012 I don't know about the rest of you but these kinds of headlines are starting to have some kind of surreal effect on me like in a Saturday Night Live comedy skit. So the world's top bankers got together and decided t...
by notsheigetz
Sat Oct 12, 2013 8:05 pm
Forum: Permanent Portfolio Discussion
Topic: PP investors--stay the course
Replies: 284
Views: 60256

Re: PP investors--stay the course

frommi wrote: Error #2: You assume that the Max DD of the PP has occured in the past. But what if it lies in the future and is bigger?
Oh my God! I never even thought of that.