Search found 3936 matches

by Kriegsspiel
Sat Jan 22, 2022 7:10 am
Forum: Other Discussions
Topic: It's all about China
Replies: 121
Views: 43064

Re: It's all about China

Very interesting article. It's like there are two currents in it. One, in which the degenerate Westerners turn their backs on their own culture while enabling foreigners and outsiders to gleefully tear it down So far, these articles are in agreement Moreover, [Wang] says that the “American spirit i...
by Kriegsspiel
Tue Jan 18, 2022 7:45 pm
Forum: Other Discussions
Topic: Books?
Replies: 140
Views: 31593

Re: Books?

I know.
by Kriegsspiel
Tue Jan 18, 2022 3:07 pm
Forum: Other Discussions
Topic: Re: is the retail bubble bursting?
Replies: 45
Views: 18125

Re: is the retail bubble bursting?

Speaking of books, those stories made me think of Snow Crash.
by Kriegsspiel
Tue Jan 18, 2022 3:05 pm
Forum: Other Discussions
Topic: Books?
Replies: 140
Views: 31593

Re: Books?

This was on my reading list, too. Good looking out.
by Kriegsspiel
Sun Jan 16, 2022 1:49 pm
Forum: Other Discussions
Topic: Re: is the retail bubble bursting?
Replies: 45
Views: 18125

Re: is the retail bubble bursting?

Kriegsspiel wrote:
Sat Jan 15, 2022 10:03 am
https://threadreaderapp.com/thread/1481 ... 60384.html

While I guess piracy could affect brick-n-mortar stores resupply as well, it doesn't directly affect the consumer. Another con for online shopping.
More.
by Kriegsspiel
Sat Jan 15, 2022 2:01 pm
Forum: Other Discussions
Topic: It's all about China
Replies: 121
Views: 43064

Re: It's all about China

China looks to the Western classics Very interesting article. It's like there are two currents in it. One, in which the degenerate Westerners turn their backs on their own culture while enabling foreigners and outsiders to gleefully tear it down: In the United States, the future of Classics educati...
by Kriegsspiel
Sat Jan 15, 2022 10:03 am
Forum: Other Discussions
Topic: Re: is the retail bubble bursting?
Replies: 45
Views: 18125

Re: is the retail bubble bursting?

https://threadreaderapp.com/thread/1481 ... 60384.html

While I guess piracy could affect brick-n-mortar stores resupply as well, it doesn't directly affect the consumer. Another con for online shopping.
by Kriegsspiel
Thu Jan 13, 2022 1:21 pm
Forum: Bonds
Topic: I Bonds for Permanent Portfolio
Replies: 40
Views: 1099

Re: I Bonds for Permanent Portfolio

I don't get why you'd think buying I-bonds is trouble. It takes maybe 10 minutes a year to do.
by Kriegsspiel
Wed Jan 12, 2022 8:41 am
Forum: Bonds
Topic: I Bonds for Permanent Portfolio
Replies: 40
Views: 1099

Re: I Bonds for Permanent Portfolio

The only issue I could see with I-bonds is that they're issued directly to you buy the Treasury, unlike bills/bill MFs that you buy at your broker. It's conceivable that in a big SHTF event, the Treasury would refuse to cash your I-bonds. I still think it's a good risk to take for deep cash.
by Kriegsspiel
Sat Jan 08, 2022 11:19 am
Forum: Other Discussions
Topic: YouTube Junkie
Replies: 1141
Views: 307745

Re: YouTube Junkie

"When only the bassist shows up for the gig" - Charles Berthoud

God damn.
by Kriegsspiel
Sat Jan 08, 2022 9:36 am
Forum: Permanent Portfolio Discussion
Topic: The PP, marginal utility, and investment "faith"
Replies: 91
Views: 2635

Re: The PP, marginal utility, and investment "faith"

I think the GB is a fine choice. Even with the traditional PP 4x25, adding SCV to the stock allocation seems like a swell idea.
by Kriegsspiel
Sat Jan 08, 2022 8:59 am
Forum: Other Discussions
Topic: Wages (e.g) at McDonalds
Replies: 13
Views: 386

Re: Wages (e.g) at McDonalds

Pondering out loud: I wonder if the pain these corporations are feeling is related to corporate debt. Relating to the CEO's comment that the "number of people starting to retire" is a problem*, taking out a lot of debt doesn't seem to make sense for corporations in markets where the population is le...
by Kriegsspiel
Wed Jan 05, 2022 1:39 pm
Forum: Other Discussions
Topic: New Financial Circumstances
Replies: 26
Views: 684

Re: New Financial Circumstances

Hey bud, no need to put your future address on the internet. We'll trust you that it's nice.
by Kriegsspiel
Wed Jan 05, 2022 1:33 pm
Forum: Other Discussions
Topic: It's all about China
Replies: 121
Views: 43064

Re: It's all about China

A former GlaxoSmithKline Plc scientist pleaded guilty on Monday to conspiring to steal trade secrets from the British drug manufacturer to benefit a Chinese pharmaceutical company. Lucy Xi, 44, entered her plea in Philadelphia federal court, becoming the fourth person to admit to wrongdoing in conn...
by Kriegsspiel
Tue Jan 04, 2022 7:03 pm
Forum: Other Discussions
Topic: YouTube Junkie
Replies: 1141
Views: 307745

Re: YouTube Junkie

Long but very interesting interview by Babylon Bee (3 guys) of Elon Musk. Interview is embedded in the article; can also watch on YouTube. https://babylonbee.com/news/wow-what-a-terrible-year-say-people-living-at-the-absolute-peak-of-human-civilization I'm liking that Elon started cutting his own h...
by Kriegsspiel
Tue Jan 04, 2022 3:02 pm
Forum: Permanent Portfolio Discussion
Topic: Permanent Portfolio Failure?
Replies: 34
Views: 1092

Re: Permanent Portfolio Failure?

It is an interesting dynamic that PP investors seem to view a victory as only losing 4% when the stock market drops 30% but don't seem to be bothered when the PP only gains 4% and the stock market goes up 30%. I consider that a loss of a different sort I guess. Do you want a portfolio that is 25% c...
by Kriegsspiel
Tue Jan 04, 2022 1:15 pm
Forum: Permanent Portfolio Discussion
Topic: Permanent Portfolio Failure?
Replies: 34
Views: 1092

Re: Permanent Portfolio Failure?

The PP regularly has bad years. They're just not as bad as with other, more aggressive portfolios. We've had a couple pretty good years now, so it's not unexpected.
by Kriegsspiel
Tue Jan 04, 2022 6:22 am
Forum: Other Discussions
Topic: New Financial Circumstances
Replies: 26
Views: 684

Re: New Financial Circumstances

dualstow wrote:
Mon Jan 03, 2022 8:27 pm
separate entrance to your own Black Yard.
Hmm, sounds like segregation. O0
Has Ryan Long taken the torch from Simpsons did it? Time will tell, but it's looking promising so far.
by Kriegsspiel
Sat Jan 01, 2022 11:46 pm
Forum: Other Discussions
Topic: YouTube Junkie
Replies: 1141
Views: 307745

Re: YouTube Junkie

Me First And The Gimme Gimmes - Rocket Man

Later made famous by Elton John.
by Kriegsspiel
Thu Dec 30, 2021 4:12 pm
Forum: Permanent Portfolio Discussion
Topic: PP in Company IRA m - no long term bond?
Replies: 6
Views: 472

Re: PP in Company IRA m - no long term bond?

I'd say just use your 401k space for stocks, or mostly for stocks, and buy gold and LTTs outside of it. If you are saving less than $20,500, then yea just buy the longest bonds and just accept it. I wouldn't stress too much.
by Kriegsspiel
Thu Dec 30, 2021 4:00 pm
Forum: Other Discussions
Topic: Bulgaria
Replies: 12
Views: 417

Re: Bulgaria

barrett wrote:
Thu Dec 30, 2021 3:44 pm
Kriegs, unless you are going to Bulgaria to dry out, you must try the Menta!
Surely you jest.

EDIT recs noted though.
by Kriegsspiel
Thu Dec 30, 2021 3:30 pm
Forum: Other Discussions
Topic: Bulgaria
Replies: 12
Views: 417

Re: Bulgaria

God damn Vil, put down that Doom Juice and pick up a Hope Soda. If Ireland could do it, I'm sure Bulgaria can too.

I'll be visiting Bulgaria, hopefully, in the near future. I plan on checking out Nesebar, Sofia, and Varna.
by Kriegsspiel
Sat Dec 18, 2021 8:28 pm
Forum: Permanent Portfolio Discussion
Topic: Safe Withdrawal Rates
Replies: 46
Views: 1983

Re: Safe Withdrawal Rates

Vil wrote:
Sat Dec 18, 2021 2:04 pm
Krieg, what all those TLAs that you discovered mean - ERE, MMM ? I wish to discover them too ..
Early Retirement Extreme and Mr. Money Mustache.
by Kriegsspiel
Sat Dec 18, 2021 9:15 am
Forum: Permanent Portfolio Discussion
Topic: Safe Withdrawal Rates
Replies: 46
Views: 1983

Re: Safe Withdrawal Rates

The SOR risk is one of the reasons I think it's a good idea to have at least 10 years of expenses in the PP. He talks about a V shaped stock allocation, which I guess could work for people with a normal life trajectory. I discovered ERE and MMM pretty early in life, so I got to retirement level fast...