Search found 638 matches

by whatchamacallit
Thu Sep 29, 2022 9:45 pm
Forum: Politics
Topic: Mask wearing / Returning shopping carts
Replies: 3
Views: 17

Re: Mask wearing / Returning shopping carts

The problem here is that some people think being forced to wear a mask is good for society and some people think it is bad for society. I assume most people would agree that returning a shopping cart is good for society but if there were tyrannical shopping cart nazis forcing me to push it a certain...
by whatchamacallit
Thu Sep 29, 2022 9:28 pm
Forum: Variable Portfolio Discussion
Topic: 75% stocks and 25% gold
Replies: 11
Views: 250

Re: 75% stocks and 25% gold

btw, How do you plan to transition from the PP to 65/35? Would you want to sell bonds now they have dropped so much in price? I didn't have any long bonds and plan to keep current cash allocations in place. My stock/gold ratio was already at 2:1 due to dabbling in golden butterfly portfolio. Really...
by whatchamacallit
Wed Sep 28, 2022 8:41 pm
Forum: Variable Portfolio Discussion
Topic: 75% stocks and 25% gold
Replies: 11
Views: 250

Re: 75% stocks and 25% gold

I know Hal has posted before: By Request Mixes of Stocks, Bonds, and Gold belangp https://www.youtube.com/watch?v=LA2Yr6NoZyA Spoiler: The sweet spot was 65% stocks, 35% gold That is how I have decided to fund retirement accounts going forward and save in cash outside of retirement. It also makes it...
by whatchamacallit
Wed Sep 28, 2022 3:14 pm
Forum: Bonds
Topic: TBills as "the best horse at the glue factory?"
Replies: 52
Views: 1184

Re: TBills as "the best horse at the glue factory?"

Speaking of Fidelity.

I just transferred funds from a savings account to take advantage of these juicy bills. It showed up in fidelity and exited savings account the next day but for some reason there was a hold for a week.

I was a bit surprised. Maybe just a fluke.
by whatchamacallit
Tue Sep 27, 2022 6:51 pm
Forum: Permanent Portfolio Discussion
Topic: Dollar Milkshake Brent Johnson throwing nod to Permanent Portfolio
Replies: 6
Views: 300

Re: Dollar Milkshake Brent Johnson throwing nod to Permanent Portfolio

Yeah I hear he does say real estate instead of long bonds. Probably not a bad portfolio either.

At 42:45 Dan Ferris brings up Terry Coxon and Harry Browne though. It was cool to hear in something I wasn't expecting to hear about it in.
by whatchamacallit
Sun Sep 25, 2022 9:19 pm
Forum: Other Discussions
Topic: $250 investment for a 19 year old?
Replies: 30
Views: 423

Re: $250 investment for a 19 year old?

19 year old in college? Best investment is increasing their human capital. So it should go to paying for college before anything else.
by whatchamacallit
Thu Sep 15, 2022 9:31 pm
Forum: Cash
Topic: Does DXY show dollar increasing in value?
Replies: 7
Views: 1220

Re: Does DXY show dollar increasing in value?

I came across this insight from 2020 describing the dollar shortage that we appear to be living through now.

https://www.dlacalle.com/en/despite-mas ... more-10668
by whatchamacallit
Thu Sep 15, 2022 11:33 am
Forum: Gold
Topic: Gold will rise when Fed stops raising interest rates?
Replies: 49
Views: 2169

Re: Gold will rise when Fed stops raising interest rates?

I can sympathize with a 50/50 stock and cash portfolio as a chicken little investor. I have contemplated that exact holding in the past. I did give up on long term treasuries when I realized yields we're not worth the risk. Maybe someday they will look worth it again. I also hate gold but history is...
by whatchamacallit
Thu Sep 15, 2022 10:04 am
Forum: Gold
Topic: Gold will rise when Fed stops raising interest rates?
Replies: 49
Views: 2169

Re: Gold will rise when Fed stops raising interest rates?

buddtholomew wrote:
Thu Sep 15, 2022 9:58 am
fucking idiots
Gave me a laugh at least.

What is your recommended portfolio allocation?
by whatchamacallit
Wed Sep 14, 2022 11:10 pm
Forum: Gold
Topic: Gold will rise when Fed stops raising interest rates?
Replies: 49
Views: 2169

Re: Gold will rise when Fed stops raising interest rates?

Back on topic a bit more I found chart showing dxy vs gold price.

https://www.macrotrends.net/1335/dollar ... -ten-years

I guess good answer would be gold should go up when dxy goes back down as long as stocks are not what is going up. Sounds like a gyroscope.
by whatchamacallit
Wed Sep 14, 2022 10:52 pm
Forum: Gold
Topic: Gold will rise when Fed stops raising interest rates?
Replies: 49
Views: 2169

Re: Gold will rise when Fed stops raising interest rates?

I have become a big believer in the belangp portfolio. It has allowed me to mostly autopilot my contributions with very little thought. Automatic company retirement plan gets about 33% into large cap index fund. Roth ira then is split 50/50 between gold and stock to add another 66 %. To keep it in b...
by whatchamacallit
Tue Sep 06, 2022 5:08 pm
Forum: Stocks
Topic: Buy and Hold Stock Millionaires
Replies: 31
Views: 4570

Re: Buy and Hold Stock Millionaires

I can see what you are saying with trying to mimic the whole market requiring a change. If a new company goes public and is added to the index then there would be no other option but to sell at least a little bit of the smaller sized companies to make room for the new company. It would seem this wou...
by whatchamacallit
Tue Sep 06, 2022 2:36 pm
Forum: Stocks
Topic: Buy and Hold Stock Millionaires
Replies: 31
Views: 4570

Re: Buy and Hold Stock Millionaires

A Total stock market index fund seems to me the definition of doing nothing. I have become more and more a fan of total instead of any slice and dice stock funds. I would disagree. Index funds are active funds as they add stocks when the corresponding index adds them and then they sell stocks with ...
by whatchamacallit
Tue Sep 06, 2022 10:45 am
Forum: Stocks
Topic: Buy and Hold Stock Millionaires
Replies: 31
Views: 4570

Re: Buy and Hold Stock Millionaires

A Total stock market index fund seems to me the definition of doing nothing. I have become more and more a fan of total instead of any slice and dice stock funds.
by whatchamacallit
Tue Aug 30, 2022 10:02 pm
Forum: Politics
Topic: Trump reelection bid
Replies: 220
Views: 7688

Re: Trump reelection bid

Vinny, do you still believe it was not Hunter's laptop or you just think they really thought it was fake at the time?

I will admit it probably seemed to be too crazy to be true in the moment but my understanding is that it has been proven to be real at this point.
by whatchamacallit
Tue Aug 30, 2022 8:41 pm
Forum: Politics
Topic: Trump reelection bid
Replies: 220
Views: 7688

Re: Trump reelection bid

If you can read it, this WSJ editorial talks about Trump lies versus the establishment lies. https://apple.news/Anlym4quMRrWAIfGu8dBPQw It allowed me to read it. I think it is quite well written with tiptoeing the reader into how bad some of the establishment lies are and readily ignored because it...
by whatchamacallit
Mon Aug 29, 2022 3:39 pm
Forum: Politics
Topic: Student loan forgiveness
Replies: 55
Views: 1382

Re: Student loan forgiveness

Putting the whole article here because I assume that most of you will not be able to see it due to needing a subscription? Anyone convinced by his arguments? Vinny No. The article didn't even have a single argument why it won't cause at least a little inflation. It just tried to persuade why it is ...
by whatchamacallit
Thu Aug 25, 2022 11:17 am
Forum: Politics
Topic: Student loan forgiveness
Replies: 55
Views: 1382

Re: Student loan forgiveness

Is this maybe just a gimmicky way of actually just forgiving all the interest that would have accumulated on these loans over the last two years? People with high loan balances will have 10k knocked off their balance but are about to have to start paying up in January. I don't know much about studen...
by whatchamacallit
Wed Aug 24, 2022 8:30 pm
Forum: Politics
Topic: Student loan forgiveness
Replies: 55
Views: 1382

Student loan forgiveness

https://www.cnn.com/2022/08/24/politics/student-loans-joe-biden-white-house/index.html A one-time cancellation of $10,000 for each borrower earning up to $125,000 a year could cost the government nearly $300 billion, according to an estimate from the Penn Wharton Budget Model. Additional forgiveness...
by whatchamacallit
Mon Aug 15, 2022 6:39 pm
Forum: Politics
Topic: Michael Badnarik dead at 68 years old
Replies: 2
Views: 214

Re: Michael Badnarik dead at 68 years old

His interview from July is a bit eerie with how he says he is just done and it won't be his job after he dies.

https://www.americaoutloud.com/a-bold-a ... ik-part-1/
by whatchamacallit
Mon Aug 15, 2022 3:21 pm
Forum: Politics
Topic: Michael Badnarik dead at 68 years old
Replies: 2
Views: 214

Michael Badnarik dead at 68 years old

I wouldn't have caught this had Jack Jones not posted about a previous presidential candidate in the Trump Vote thread. Michael Badnarik, Former Libertarian Presidential Nominee, Dies at 68 https://independentpoliticalreport.com/2022/08/michael-badnarik-former-libertarian-presidential-nominee-dies-a...
by whatchamacallit
Sun Aug 14, 2022 4:35 pm
Forum: Politics
Topic: Bill Maher
Replies: 18
Views: 633

Re: Bill Maher

I do have to appreciate Bill Maher's live and let live philosophy.

Russell Brand is another liberal that has been pro freedom.
by whatchamacallit
Fri Aug 12, 2022 9:33 am
Forum: Politics
Topic: Bluff Called???
Replies: 27
Views: 872

Re: Bluff Called???

I probably haven't seen what that something is that you are referring to.


I would think other presidents and officials would have also taken work home so I figure it has to be more than that. I can't even speculate what would cause this need.
by whatchamacallit
Thu Aug 11, 2022 10:02 pm
Forum: Politics
Topic: Inflation Reduction Act
Replies: 98
Views: 2526

Re: Inflation Reduction Act

This isn't really political but I believe a part of this act.

It looks like there will good incentive for all the big stock buyback companies to become dividend stocks.

1% tax on all stock buybacks.

https://www.nationalreview.com/2022/08/ ... yback-tax/