Search found 2153 matches
- Sat May 17, 2025 3:52 pm
- Forum: Permanent Portfolio Discussion
- Topic: 💸 Is Rebalancing the Permanent Portfolio Costing You More Than You Think? 🤔
- Replies: 11
- Views: 2881
Re: 💸 Is Rebalancing the Permanent Portfolio Costing You More Than You Think? 🤔
Luck or did you time it I had sold some commercial property, and was going to be hit with significant capital gains taxes. As stocks and commercial bonds fell throughout the latter part of the year, I kept selling, booking losses, and replacing with similar components. I wiped out my gains while st...
- Thu May 15, 2025 8:44 pm
- Forum: Permanent Portfolio Discussion
- Topic: 💸 Is Rebalancing the Permanent Portfolio Costing You More Than You Think? 🤔
- Replies: 11
- Views: 2881
Re: 💸 Is Rebalancing the Permanent Portfolio Costing You More Than You Think? 🤔
I’ve mentioned this before. I bought all my positions near the bottom in the 08-09 crash. As such, the stocks and gold have huge unrealized gains. Selling anything would be quite expensive. So I don’t. Now the stocks are 40-some percent. That’s fine. I could rationalize it as having a PP with a side...
- Mon May 12, 2025 6:18 am
- Forum: Permanent Portfolio Discussion
- Topic: Barrons article on the PP
- Replies: 3
- Views: 1359
Re: Barrons article on the PP
Basically it’s not a ground breaking article. Just the usual stuff.
- Mon May 12, 2025 6:15 am
- Forum: Permanent Portfolio Discussion
- Topic: Barrons article on the PP
- Replies: 3
- Views: 1359
Re: Barrons article on the PP
I don’t have a better link. Interestingly it was not paywalled for me. There was an overlay that I was able to click away. Edit, I tried it now, and can’t get in.
- Sun May 11, 2025 5:46 am
- Forum: Permanent Portfolio Discussion
- Topic: Barrons article on the PP
- Replies: 3
- Views: 1359
- Mon Apr 21, 2025 7:17 pm
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3952
- Views: 2559295
- Tue Apr 08, 2025 6:17 pm
- Forum: Politics
- Topic: Trump is the kind of person who would sign an EO to...
- Replies: 5
- Views: 2856
Re: Trump is the kind of person who would sign an EO to...
No president should be able to do any of that, frankly.
- Mon Apr 07, 2025 7:24 pm
- Forum: Politics
- Topic: What’s going on in the UK?
- Replies: 14
- Views: 5234
Re: What’s going on in the UK?
Shocking. Have you given any thought to emigrating somewhere? I know it’s not that simple.
- Wed Mar 19, 2025 12:52 pm
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3952
- Views: 2559295
Re: The GOLD scream room
Here is a good article on the US government gold, and the various actions and reactions since FDR confiscated gold.
And if you don’t laugh at the name of one of the men mentioned in the article, you’re probably not immature like me.
https://www.theflyingfrisby.com/p/the-m ... ricas-gold
And if you don’t laugh at the name of one of the men mentioned in the article, you’re probably not immature like me.
https://www.theflyingfrisby.com/p/the-m ... ricas-gold
- Tue Mar 18, 2025 4:09 pm
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3952
- Views: 2559295
Re: The GOLD scream room
Every once in a while, gold goes straight up. So yes, I think it's realistic.
- Mon Mar 17, 2025 6:49 pm
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3952
- Views: 2559295
Re: The GOLD scream room
I’m kind of skeptical that I’ll ever rebalance gold. l’m starting to think of it as part of its own portfolio. It’s not part of my retirement savings. It’s not to be touched except as a last resort. Added to when excess cash is on hand. Passed down to my children with these same instructions, along...
- Wed Mar 12, 2025 6:21 pm
- Forum: Variable Portfolio Discussion
- Topic: ex-US stocks rising
- Replies: 34
- Views: 24606
Re: ex-US stocks rising
VEU is beating the US stocks?? Be still my heart! My diversification from 2008 is finally starting to work!
Where are the dancing banana emoticons?
Where are the dancing banana emoticons?
Re: DOGE
Can't wait until they get to the Defense Department budget and identify all the waste in providing all the jobs programs for the constituents of those in Congress and the Senate. Spending that would go away if not the desire to provide these needless jobs programs. That is where the REAL money is. ...
Re: DOGE
I'm waiting for them to get to the bottom of the beneficial relationships between govt officials and NGOs. I have to think there will be people from both parties exposed.
- Sun Mar 02, 2025 2:51 pm
- Forum: Politics
- Topic: Putin Invades Ukraine II
- Replies: 1386
- Views: 1439956
Re: Putin Invades Ukraine II
Here's a CBS News account from insiders about how the dog and pony show went sideways. It seems like VZ is a bit of a loose cannon. Not saying Trump isn't as well. Trump should have just recessed the meeting for a few minutes instead of reacting to VZ, and then hashed it out in private. It wasn't th...
- Fri Feb 28, 2025 8:40 pm
- Forum: Politics
- Topic: Putin Invades Ukraine II
- Replies: 1386
- Views: 1439956
Re: Putin Invades Ukraine II
Here’s 8 minutes better explaining why Trump is doing the right thing, why we should be talking to Putin, and what the outcome will look like.
https://youtu.be/ZVG4YWw3Fqo?si=OkwaEbk95-huRgOX
https://youtu.be/ZVG4YWw3Fqo?si=OkwaEbk95-huRgOX
- Fri Feb 28, 2025 8:26 pm
- Forum: Politics
- Topic: Putin Invades Ukraine II
- Replies: 1386
- Views: 1439956
Re: Putin Invades Ukraine II
Just to clarify, I don’t like Putin at all. But he’s there. And just like Al Qaeda and other bad actors, if you push enough of their buttons, you bear some responsibility for what happens. Because they told everyone what their red lines were. And of course we crossed them. And it wasn’t due to clums...
- Thu Feb 27, 2025 1:09 pm
- Forum: Politics
- Topic: Putin Invades Ukraine II
- Replies: 1386
- Views: 1439956
Re: Putin Invades Ukraine II
Are we talking about Belarus, or Hungary for example?
If it's Belarus, should we fight Russia to prevent it? I'm not trying to be a jerk. I think it's a very good question. My answer is no, it's none of our business.
- Wed Feb 26, 2025 6:19 pm
- Forum: Politics
- Topic: Ross Ulbricht pardoned
- Replies: 38
- Views: 10696
Re: Ross Ulbricht pardoned
But abolishing the practice altogether would mean we'll need more courts, more judges, more attorneys, and more tax dollars. It would also mean that for all practical purposes, only legitimate charges would be brought. That seems like a good thing. Maybe plea bargaining should carry a requirement t...
- Wed Feb 26, 2025 6:12 pm
- Forum: Politics
- Topic: Putin Invades Ukraine II
- Replies: 1386
- Views: 1439956
- Sat Feb 22, 2025 11:35 am
- Forum: Politics
- Topic: Putin Invades Ukraine II
- Replies: 1386
- Views: 1439956
Re: Putin Invades Ukraine II
In the 90s NATO expanded to include former Eastern Block states, despite a US promise not to do so. We bombed Serbia, outside of UN rules. (If that matters anyway.) In 2000 the US sponsored the overthrow of a Serbian government friendly to Russia. In 2003, the same for Georgia. In 2004 and 2014, Ukr...
- Sat Feb 22, 2025 11:03 am
- Forum: Politics
- Topic: Putin Invades Ukraine II
- Replies: 1386
- Views: 1439956
- Sat Feb 22, 2025 10:51 am
- Forum: Politics
- Topic: Putin Invades Ukraine II
- Replies: 1386
- Views: 1439956
Re: Putin Invades Ukraine II
duplicate
- Sat Feb 22, 2025 10:49 am
- Forum: Gold
- Topic: Good experience selling to JM Bullion
- Replies: 21
- Views: 24544
- Mon Feb 17, 2025 7:31 pm
- Forum: Politics
- Topic: Ross Ulbricht pardoned
- Replies: 38
- Views: 10696
Re: Ross Ulbricht pardoned
If we believe the prosecutions were mishandled by Biden's DOJ, but we still believe in rule of law as a cornerstone of society..... then why not re-open all the cases and re-prosecute them the "right" way? Is that even possible, legally? Logistically there were, what, 1500 cases? Just to ...