Search found 1858 matches

by I Shrugged
Mon Aug 15, 2022 9:20 pm
Forum: Politics
Topic: The Left is Eating Itself Pt. II
Replies: 891
Views: 249337

Re: The Left is Eating Itself Pt. II

This can be understood by the need for money to be elected.
by I Shrugged
Thu Aug 11, 2022 11:11 am
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 149
Views: 8958

Re: Are most people here sticking with Treasuries?

I'm with Pug. You see the Bolshevik mentality on display in many nations' capitals and intelligentsia right now. The Nazi nuts are just fringe crazies with no traction. They've always been there and probably always will be. OTOH, the Bolshevik thinkers are actually in positions of power and influenc...
by I Shrugged
Thu Aug 11, 2022 5:53 am
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 149
Views: 8958

Re: Are most people here sticking with Treasuries?

I don’t have data for the Russian stock market prior to 1917, but I think I can tell you how it did after that. The Soviets absolutely loved gold (really they did). Non-senior communist gold holders, not so much. Oftentimes there was a lead for gold exchange which was kinetic in nature. Throw in Ch...
by I Shrugged
Wed Aug 10, 2022 1:16 pm
Forum: Politics
Topic: Inflation Reduction Act
Replies: 98
Views: 1412

Re: Inflation Reduction Act

Vinny’s solar thread illustrates how these subsidies go to well-off people. Nothing personal, Vinny.
by I Shrugged
Wed Aug 10, 2022 1:13 pm
Forum: Politics
Topic: Inflation Reduction Act
Replies: 98
Views: 1412

Re: Inflation Reduction Act

How about manage the money supply to protect the value of money, AND let supply and demand determine the interest rates?

I know, it’s crazy talk. I’ll see myself out.
by I Shrugged
Wed Aug 10, 2022 1:08 pm
Forum: Politics
Topic: Inflation Reduction Act
Replies: 98
Views: 1412

Re: Inflation Reduction Act

joypog wrote:
Wed Aug 10, 2022 1:07 pm
I Shrugged wrote:
Wed Aug 10, 2022 12:54 pm
Xan wrote:
Wed Aug 10, 2022 12:21 pm
Tax increases remove the supply of money from the economy, so that would tend to reduce inflation.
It doesn’t strike me as a good way to go about it.
We could also just inflate away our debt and avoid raising taxes....
Now you sound like a republican.
by I Shrugged
Wed Aug 10, 2022 1:06 pm
Forum: Other Discussions
Topic: Renewable electricity sources are now a no-brainer
Replies: 122
Views: 40295

Re: Renewable electricity sources are now a no-brainer

How big is your lot? Can you put an array in your yard, facing generally south? Then, would it be permitted? Have a detached garage? Would you like one? I don’t see how you’re going to make this pencil out anyway. You’re frugal with electricity and you don’t assign any intangible value to the green ...
by I Shrugged
Wed Aug 10, 2022 12:54 pm
Forum: Politics
Topic: Inflation Reduction Act
Replies: 98
Views: 1412

Re: Inflation Reduction Act

Xan wrote:
Wed Aug 10, 2022 12:21 pm
Tax increases remove the supply of money from the economy, so that would tend to reduce inflation.
It doesn’t strike me as a good way to go about it.
by I Shrugged
Wed Aug 10, 2022 12:51 pm
Forum: Politics
Topic: Inflation Reduction Act
Replies: 98
Views: 1412

Re: Inflation Reduction Act

For the record, I rarely consume any right wing media. I consume left wing media and LOLOL a lot. I’ve made no effort to learn about this bill other than headline osmosis. I feel confident that it’s mostly bad. We might be causing warming. Nobody has a workable answer other than kill a lot of peopl...
by I Shrugged
Wed Aug 10, 2022 12:02 pm
Forum: Politics
Topic: Inflation Reduction Act
Replies: 98
Views: 1412

Re: Inflation Reduction Act

For the record, I rarely consume any right wing media. I consume left wing media and LOLOL a lot. I’ve made no effort to learn about this bill other than headline osmosis. I feel confident that it’s mostly bad. We might be causing warming. Nobody has a workable answer other than kill a lot of people...
by I Shrugged
Wed Aug 10, 2022 11:40 am
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 149
Views: 8958

Re: Are most people here sticking with Treasuries?

I don’t have data for the Russian stock market prior to 1917, but I think I can tell you how it did after that.
by I Shrugged
Wed Aug 10, 2022 11:37 am
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 149
Views: 8958

Re: Are most people here sticking with Treasuries?

09951338-B813-47B7-B2E3-B3DE8F0FE5E6.jpeg
09951338-B813-47B7-B2E3-B3DE8F0FE5E6.jpeg (407.57 KiB) Viewed 671 times
I believe these are in local currency terms, but are “real”.
by I Shrugged
Wed Aug 10, 2022 11:29 am
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 149
Views: 8958

Re: Are most people here sticking with Treasuries?

Gold denominated German stock market 1930 - 1950.
8A1304C3-D227-4573-853F-0C1EA71809FE.jpeg
8A1304C3-D227-4573-853F-0C1EA71809FE.jpeg (480.34 KiB) Viewed 672 times
by I Shrugged
Tue Aug 09, 2022 6:27 pm
Forum: Politics
Topic: Justin Trudeau Castro
Replies: 3
Views: 144

Re: Justin Trudeau Castro

boglerdude wrote:
Tue Aug 09, 2022 6:10 pm
How do we explain the shared philosophy, thats not genetic...or is it
Nature vs nurture?
by I Shrugged
Tue Aug 09, 2022 12:02 pm
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 149
Views: 8958

Re: Are most people here sticking with Treasuries?

In my mind, the 100% stock investor is putting all their money on the table w/ AA pre-flop. On average, they will end up ahead. However, some outcomes will be close to ruinous, e.g. Germany or Japan 1939-1948. How well did bonds, cash, or gold do during those times? Is this a trick question? :) A G...
by I Shrugged
Tue Aug 09, 2022 11:55 am
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 149
Views: 8958

Re: Are most people here sticking with Treasuries?

What kind of allocation are you considering switch to? This is a game that I love to play, because I enjoy tinkering with portfolio backtesters. There are certain potential long-term environments in which the best we might be able to do is to limit losses rather than maximize gains. In such "defens...
by I Shrugged
Tue Aug 09, 2022 11:53 am
Forum: Politics
Topic: Justin Trudeau Castro
Replies: 3
Views: 144

Justin Trudeau Castro

I know this was discussed a year or so ago. Who knows, but I love this latest, composite photo. Justin on the left, Fidel on the right.

Image
by I Shrugged
Wed Aug 03, 2022 4:55 pm
Forum: Politics
Topic: On Civility
Replies: 57
Views: 1983

Re: On Civility

It's easy to play the civility card, and I definitely think that's part of it, but I also see something else as the root cause. This used to be the Permanent Portfolio forum, back in its early years. We were a bunch of oddballs connected together by our shared interest in this unconventional portfo...
by I Shrugged
Wed Aug 03, 2022 4:47 pm
Forum: Politics
Topic: On Civility
Replies: 57
Views: 1983

Re: On Civility

Engineers, doctors, etc have that personality that demands data, citations, proof. Sometimes proof can’t be seen or even found. You have to decide what to do then. To me, that kind of thinking can be a real limitation. But it works great if you are designing a bridge. Economics, politics, and the ac...
by I Shrugged
Wed Aug 03, 2022 4:33 pm
Forum: Variable Portfolio Discussion
Topic: Joypog's regularly changing AA (originally "The Desert Looking Glass Portfolio")
Replies: 42
Views: 2260

Re: Joypog's regularly changing AA (originally "The Desert Looking Glass Portfolio")

Unless it’s some kind of deep speculation, I think 5% of a portfolio is too small to mean anything.
by I Shrugged
Tue Aug 02, 2022 6:07 pm
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 5521
Views: 732845

Re: Coronavirus General Discussion

Apparently the lockdowns caused an increase in hepatitis in kids.
by I Shrugged
Sun Jul 31, 2022 6:44 pm
Forum: Other Discussions
Topic: Renewable electricity sources are now a no-brainer
Replies: 122
Views: 40295

Re: Renewable electricity sources are now a no-brainer

Look into a new roof with the shingle-panels. Should be better than hoping they hit your rafters with the lag screws. And the shingle panels won’t leak.
by I Shrugged
Thu Jul 28, 2022 7:43 pm
Forum: Stocks
Topic: US / International weight
Replies: 56
Views: 3378

Re: US / International weight

Banks create money through fractional reserve lending. They did that during the gold eras too. Sure, it’s not perfect. Maybe the present system is better. It’s better for inflating when you need to pay someone without having the means to pay. Temporarily of course! I mean, we’d never let it snowbal...
by I Shrugged
Thu Jul 28, 2022 4:42 pm
Forum: Stocks
Topic: US / International weight
Replies: 56
Views: 3378

Re: US / International weight

If anyone ever wants to hear the pro gold standard argument, watch just about any interview of Jim Grant on YouTube. He doesn’t do a ton but he’s there. Edit, well I’ll be damned, he’s gotten modern, he has a channel. It looks to have long form episodes on various economic topics. https://youtube.co...
by I Shrugged
Thu Jul 28, 2022 4:40 pm
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 149
Views: 8958

Re: Are most people here sticking with Treasuries?

joypog wrote:
Thu Jul 28, 2022 4:33 pm
I Shrugged wrote:
Thu Jul 28, 2022 4:09 pm
We could easily tip into deflation.
Or not.
I think someone should propose a portfolio that could navigate all kinds of economic environments...
:)