Search found 1771 matches

by I Shrugged
Mon May 16, 2022 9:42 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3494
Views: 1048659

Re: The GOLD scream room

IMO gold has definitely become a trading piece because of ETFs. A lot of hot money flows in and out of it. I used to crab that the hot money would screw up gold.

And maybe it has.
by I Shrugged
Mon May 16, 2022 9:24 pm
Forum: Permanent Portfolio Discussion
Topic: Random observation
Replies: 2
Views: 97

Re: Random observation

But, in 2008-09, corporates got killed while treasuries went up. Exactly why HB chose the treasuries.
by I Shrugged
Fri May 13, 2022 10:00 pm
Forum: Politics
Topic: Next up on the planned crisis list
Replies: 29
Views: 2567

Re: Next up on the planned crisis list

I have a satisfactory amount of grumpiness.
by I Shrugged
Mon May 09, 2022 7:03 pm
Forum: Gold
Topic: Where and how do you purchase physical gold?
Replies: 166
Views: 79436

Re: Where and how do you purchase physical gold?

Received my first ever British Sovereign today. Goddamn they are tiny. Platinum jubilee design as shown here - https://www.royalmint.com/sovereign/2022/ I was watching a Doug Casey (fka The International Man) video, and the discussion turned to how do you carry your gold coins into a country. He sa...
by I Shrugged
Sun May 08, 2022 8:07 pm
Forum: Other Discussions
Topic: Reasons why I will not be getting injected for the Wuhan
Replies: 2074
Views: 169210

Re: Reasons why I will not be getting injected for the Wuhan

"FDA sharply limits use of Johnson & Johnson shot due to rare blood clots The Johnson & Johnson vaccine has been associated with a rare, but potentially deadly blood clotting and bleeding syndrome called thrombosis with thrombocytopenia syndrome, or TTS. The condition usually occurs within one to t...
by I Shrugged
Sun May 08, 2022 8:05 pm
Forum: Permanent Portfolio Discussion
Topic: Absolutely brutal - 5/5
Replies: 49
Views: 1522

Re: Absolutely brutal - 5/5

It is what it is..... I'm really thinking this is the bursting of the Everything Bubble. How things look on the other side of this, who knows? I'm just glad to have bets placed on several different asset classes as opposed to concentrated in one area. I was thinking the same thing the other day abo...
by I Shrugged
Tue May 03, 2022 2:26 pm
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 5468
Views: 649728

Re: Coronavirus General Discussion

Saving face is paramount in China, so part of this might be to blame the GDP/real estate collapse on SARS https://old.reddit.com/r/ChurchOfCOVID/comments/ugd64k/unpfaithful_plague_rats_being_taken_to/ https://old.reddit.com/r/CoronavirusCirclejerk/comments/ugx2h9/you_will_take_the_shot_grandma/ Tha...
by I Shrugged
Tue May 03, 2022 2:16 pm
Forum: Stocks
Topic: US / International weight
Replies: 12
Views: 628

Re: US / International weight

In 2009 I made a big bet that the rest of the world would outperform the US. I put half of our stock allocation into the FTSE ex-US fund at vanguard. It’s been a wrong bet ever since. We still have it. But hey, diversification.
by I Shrugged
Tue May 03, 2022 2:07 pm
Forum: Permanent Portfolio Discussion
Topic: Is This a Tight-Money Recession?
Replies: 13
Views: 573

Re: Is This a Tight-Money Recession?

It’s hard to say money is tight when the Fed funds rate is 0.50%.
by I Shrugged
Sun May 01, 2022 8:53 pm
Forum: Stocks
Topic: Stock scream room
Replies: 1444
Views: 470140

Re: Stock scream room

murphy_p_t wrote:
Sat Apr 30, 2022 9:28 pm
No screams after the move on Friday?!

Must be shell shocked.
I’ve been expecting it. We have to have a prolonged bear market at some point.
by I Shrugged
Mon Apr 18, 2022 12:54 pm
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 80
Views: 3473

Re: Are most people here sticking with Treasuries?

I'd be lying if I said I feel good about the T Bonds. But I always see the clouds over every investment category so that's not a new feeling for me. I'm a poor enough market timer that I have decided to just run with the PP unless or until it fails spectacularly because of a new paradigm. I think th...
by I Shrugged
Mon Apr 18, 2022 12:37 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 471
Views: 19556

Re: Putin Invades Ukraine II

Won’t Russia have to sell any outcome, negotiated or otherwise, of this war to the West, in order to be allowed back into regular relationships? If so, can you see a path from here to there? Especially if they intensify their war campaign? One such path would be Putin's ouster (by whatever means), ...
by I Shrugged
Sun Apr 17, 2022 5:52 pm
Forum: Other Discussions
Topic: Inflation - What are you doing different
Replies: 36
Views: 1103

Re: Inflation - What are you doing different

Because of inflation, we decided to increase our budget for a new house. First of all we essentially had to. But also, we had the money parked and earning nothing. If it’s going to lose 10 or more percent, might as well buy a better house. Which we just did. We might have bought at the top, who know...
by I Shrugged
Sun Apr 17, 2022 5:44 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 471
Views: 19556

Re: Putin Invades Ukraine II

Won’t Russia have to sell any outcome, negotiated or otherwise, of this war to the West, in order to be allowed back into regular relationships?

If so, can you see a path from here to there? Especially if they intensify their war campaign?
by I Shrugged
Sun Apr 17, 2022 5:39 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 471
Views: 19556

Re: Putin Invades Ukraine II

How dare you sink our warship? Just for that, we’re going to bomb your capital. Crazy stuff. Isn't is more of "How dare Moscovy warship randomly catch fire and sink during special military operation. We therefor randomly like Ukraine even less. More missiles for Kiev unless they stop spontaneous co...
by I Shrugged
Sat Apr 16, 2022 6:23 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 471
Views: 19556

Re: Putin Invades Ukraine II

How dare you sink our warship? Just for that, we’re going to bomb your capital.

Crazy stuff.
by I Shrugged
Wed Apr 13, 2022 12:50 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 471
Views: 19556

Re: Putin Invades Ukraine II

Excerpt from Glenn Greenwald's article today on censorship & propaganda in this war. I don't have a link, it's on Substack though. I just get an email with no link. On one hand, I get the de-platforming of RT News and Sputnik. But on the other, it feels sinister. If one wishes to be exposed to news,...
by I Shrugged
Tue Apr 12, 2022 7:01 pm
Forum: Permanent Portfolio Discussion
Topic: Inflation!
Replies: 13
Views: 721

Inflation!

Am I right?
by I Shrugged
Tue Apr 12, 2022 7:00 pm
Forum: Politics
Topic: Iraq and other Offshoots of Ukraine II thread
Replies: 3
Views: 426

Re: Iraq and other Offshoots of Ukraine II thread

Regardless, the ends don't justify those means.
by I Shrugged
Tue Apr 12, 2022 6:59 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 471
Views: 19556

Re: Putin Invades Ukraine II

So on the false flag idea.... I don't think the various atrocities are false flags by the Ukes. But when I apply the cui bono test, the Uke government benefits more than the Russian. Arguably it hurts the Russian efforts, although they might not think so. That's an important test. Heck it even has a...
by I Shrugged
Wed Apr 06, 2022 12:46 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 471
Views: 19556

Re: Putin Invades Ukraine II

While I find the killings by the Russians to be disgusting, I think the situation is pretty normal in war. The civilians are resisting. Some of them are organizers. Etc. Not defending it, just saying this is what happens in war. Who's a war criminal depends on who wins. Or on who's doing the judging.
by I Shrugged
Wed Apr 06, 2022 12:42 pm
Forum: Permanent Portfolio Discussion
Topic: Stock market vs Fed
Replies: 10
Views: 646

Re: Stock market vs Fed

I'm not sure. But if you go back far enough, then the answer is obviously that it was more about the stocks themselves. The maxim that in the short run, the stock market is a voting machine, and in the long run, it's a weighing machine, I'm not sure about that any more. It only seems like a voting m...
by I Shrugged
Tue Apr 05, 2022 3:57 pm
Forum: Bonds
Topic: Fed damaging bond market
Replies: 54
Views: 2706

Re: Fed damaging bond market

Don’t forget, anyone who’s been invested in any reasonable allocation during the past 40 years has done quite well. Sometimes I congratulate myself for my investing performance but it’s been more about right place, right time.
by I Shrugged
Sun Apr 03, 2022 6:30 pm
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 5468
Views: 649728

Re: Coronavirus General Discussion

Last week I was in a doctor’s office in north Texas and masks were not required.
I was pretty surprised.
by I Shrugged
Thu Mar 31, 2022 7:34 pm
Forum: Politics
Topic: The Left is Eating Itself Pt. II
Replies: 838
Views: 229523

Re: The Left is Eating Itself Pt. II

Disney Parks’ diversity and inclusion manager, Vivian Ware, (says) the company has “removed all of the gendered greetings” at its theme parks. No more “Ladies and gentlemen, boys and girls.” No longer will a little girl in a gown be greeted with a “Hello, princess!” https://nypost.com/2022/03/30/di...