Search found 244 matches

by GT
Wed Jun 08, 2022 8:45 am
Forum: Other Discussions
Topic: Inflation - What are you doing different
Replies: 52
Views: 2356

Re: Inflation - What are you doing different

Interesting podcast from Animal Spirits about inflation and commodities as a hedge. https://animalspiritspod.libsyn.com/talk-your-book-hedging-the-different-types-of-inflation The guest's contention is that Gold is a good hedge against US Dollar Debasement inflation but does not do well against the...
by GT
Fri May 20, 2022 1:46 pm
Forum: Permanent Portfolio Discussion
Topic: Backtesting the PP all the way to 1971?
Replies: 13
Views: 641

Re: Backtesting the PP all the way to 1971?

I used to use peaktotrough.com all the time for backtesting. Since that website shut down quite a while ago, I haven't been able to find a good replacement. Portfoliovisualizer and other websites I have found do not go all the way back to the Nixon shock, around August 15, 1971, the date that the g...
by GT
Thu May 05, 2022 5:10 pm
Forum: Other Discussions
Topic: Reasons why I will not be getting injected for the Wuhan
Replies: 2074
Views: 179829

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 tw...
by GT
Wed Apr 20, 2022 7:21 pm
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 80
Views: 4620

Re: Are most people here sticking with Treasuries?

I am out of the PP and moved towards what I consider the safest thing I can at the moment: Cash + a portfolio of conservative, dividend paying stocks. Within those stocks is a healthy dose of energy and precious metal royalty companies that should help to deal with inflation a bit. Although it does...
by GT
Tue Apr 19, 2022 9:15 am
Forum: Other Discussions
Topic: Inflation - What are you doing different
Replies: 52
Views: 2356

Re: Inflation - What are you doing different

On changes... I like to earn interest and not pay it. The only exception is my mortgage which I was pretty darn sure that when I locked it at 2.25% for 15 it was going to end up being a great rate. Did I peg the mortgage low, absolutely not...but good enough. One can only get so lucky in these thin...
by GT
Sun Apr 17, 2022 8:50 pm
Forum: Other Discussions
Topic: Inflation - What are you doing different
Replies: 52
Views: 2356

Re: Inflation - What are you doing different

How did you select your contractors - if you don't mind me asking... I have used Angie's list in the past but there have been changes to the website. Wife uses next door app to seek feedback on general contractors now Don't mind at all. For driveway and tree work I asked on Facebook for recommendat...
by GT
Sun Apr 17, 2022 8:39 am
Forum: Other Discussions
Topic: Inflation - What are you doing different
Replies: 52
Views: 2356

Re: Inflation - What are you doing different

Nothing at all. I'm going the opposite direction. Bought my house 40 years ago this month. When looking at the house the realtor said, "You cannot see it now because of the snow ... but the driveway is going." 40 years later there is not much left. New driveway going in in July - $8,200 (last year ...
by GT
Fri Apr 15, 2022 7:54 am
Forum: Other Discussions
Topic: Inflation - What are you doing different
Replies: 52
Views: 2356

Inflation - What are you doing different

Spun off from a topic in the PP section Kbg had a great observation on inflation and the root cause Until supply gets unscrewed (or demand gets crushed) inflation is here for a while. I don't see the Fed crushing demand anytime soon. It hasn't been in their kitbag since the early 80s and I think the...
by GT
Thu Apr 14, 2022 11:05 am
Forum: Permanent Portfolio Discussion
Topic: Inflation!
Replies: 13
Views: 915

Re: Inflation!

Or we could go with what is the actual reason...super loose money combined with scarcity. The former does not cause inflation, the two together do create it and we have both going on. Until supply gets unscrewed (or demand gets crushed) inflation is here for a while. I don't see the Fed crushing de...
by GT
Wed Apr 13, 2022 7:23 am
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 80
Views: 4620

Re: Are most people here sticking with Treasuries?

The remaining 6% of my t bonds are in taxable, thankfully. Currently underwater, not horribly, but still underwater. When t-bonds spiked I think it was January of 2020, I think I sold half of my t-bonds. Have been running them at 15% or so. Maybe 2 months ago, I sold exactly half of what was remain...
by GT
Tue Apr 12, 2022 10:43 am
Forum: Cash
Topic: I Bonds’s new variable rate will rise to 9.62% with the May reset
Replies: 11
Views: 1178

Re: I Bonds’s new variable rate will rise to 9.62% with the May reset

vnatale wrote:
Tue Apr 12, 2022 8:07 am
https://tipswatch.com/2022/04/12/i-bond ... may-reset/

I Bonds’s new variable rate will rise to 9.62% with the May reset
Thanks Vnatale!!
by GT
Fri Apr 08, 2022 10:01 am
Forum: Bonds
Topic: Fed damaging bond market
Replies: 54
Views: 3544

Re: Fed damaging bond market

In computing one of the greatest security risks is between the keyboard and back of chair. The same also holds for investment risk. Swapping/changing (profit chasing) on average yields worse outcomes than had the investor just held cash deposits. Another primary risk is that of earlier years sequen...
by GT
Sat Apr 02, 2022 6:52 pm
Forum: Bonds
Topic: i-Bonds How-to Q&A as of 2021 November
Replies: 40
Views: 4203

Re: i-Bonds How-to Q&A as of 2021 November

@JHogue - What is most efficient way to purchase IBonds? My goal is 5K to 10K per year, but I am not sure of the best timing - all at once - every six months - purchase at the end of a month or wait and purchase at the beginning of the month. I see the TD website offers a direct payroll deduction o...
by GT
Fri Apr 01, 2022 7:14 am
Forum: Bonds
Topic: i-Bonds How-to Q&A as of 2021 November
Replies: 40
Views: 4203

Re: i-Bonds How-to Q&A as of 2021 November

@JHogue - What is most efficient way to purchase IBonds? My goal is 5K to 10K per year, but I am not sure of the best timing - all at once - every six months - purchase at the end of a month or wait and purchase at the beginning of the month. I see the TD website offers a direct payroll deduction o...
by GT
Thu Mar 31, 2022 3:04 pm
Forum: Bonds
Topic: Fed damaging bond market
Replies: 54
Views: 3544

Re: Fed damaging bond market

Prove me wrong. We can play this game all day. The PP is directionless and the hope is that one or more assets increase more than the other assets decline to produce a positive return. Sometimes one or more assets are down and the remaining asset that is positive doesn’t increase enough to cover th...
by GT
Thu Mar 31, 2022 1:42 pm
Forum: Bonds
Topic: i-Bonds How-to Q&A as of 2021 November
Replies: 40
Views: 4203

Re: i-Bonds How-to Q&A as of 2021 November

@JHogue - What is most efficient way to purchase IBonds? My goal is 5K to 10K per year, but I am not sure of the best timing - all at once - every six months - purchase at the end of a month or wait and purchase at the beginning of the month. I see the TD website offers a direct payroll deduction op...
by GT
Thu Feb 03, 2022 8:27 am
Forum: Permanent Portfolio Discussion
Topic: Retiring in scary environment of 2022: Invest 100% of capital into PP now, or hold cash and deploy slowly to avoid SORR?
Replies: 33
Views: 2925

Re: Retiring in scary environment of 2022: Invest 100% of capital into PP now, or hold cash and deploy slowly to avoid S

Since the PP has rebalancing bands in the 35% to 15% range, you can go heavy in cash to start and still be considered "all in". Example 34x22x22x22 vs 25x25x25x25 Since the portfolio will be overweigh with cash, you will be forced to buy the lagging asset (any asset that drops below 15%) when the ti...
by GT
Tue Feb 01, 2022 2:01 pm
Forum: Other Discussions
Topic: Rocket Stoves
Replies: 13
Views: 1849

Re: Rocket Stoves

I'm trying to up my "Grid-Down" game and Rocket Stoves appear to be an amazing tool to generating efficient cooking/boiling heat from small amounts of biomass. Anybody here vouch for them, have any advice on brands/size/etc? Based on my initial research, I'm surprised these things aren't ubiquitous...
by GT
Sun Jan 30, 2022 11:48 am
Forum: Permanent Portfolio Discussion
Topic: Yay PP!
Replies: 273
Views: 24584

Re: Yay PP!

Last post for ppnewbie. Run far away ppnewbie, the PP is a lifetime of disappointment. I was in Analytics/BI for 15 years at a Fortune 300 company so I understand your mental makeup. The agnostic nature of the portfolio sounds great on the surface but you lose to equities on the upside and there is...
by GT
Thu Jan 27, 2022 12:09 pm
Forum: Permanent Portfolio Discussion
Topic: Yay PP!
Replies: 273
Views: 24584

Re: Yay PP!

dualstow wrote:
Thu Jan 27, 2022 11:45 am
GT wrote:
Thu Jan 27, 2022 11:41 am
I don't know of any investment portfolio judged on daily results.
the Mathjak Portfolio
Are the daily results published somewhere?

Never mind, I think I would end up with a panic attack if I had to make a decision based on daily results.
by GT
Thu Jan 27, 2022 11:41 am
Forum: Permanent Portfolio Discussion
Topic: Yay PP!
Replies: 273
Views: 24584

Re: Yay PP!

Golds turn to take a beating again. This portfolio can lose in countless ways. TLT up 1% but it lost 1.2% yesterday so blah. Budd Where did you get your PP info that has the portfolio performance being judged on daily results? I have the book Fail- Safe Investing and Harry suggests a yearly portfol...
by GT
Mon Jan 10, 2022 7:45 am
Forum: Variable Portfolio Discussion
Topic: Berkshire Hathaway
Replies: 28
Views: 2296

Re: Berkshire Hathaway

Anyone have opinions on brkb? Seems like a no brained for a long term investment at an 8 PE. Feel free to chime in if I’m missing something. For what it is worth, Buffet likes the stock index fund for the average investor From the Little book of Common Sense Investing “A low-cost index fund is the ...
by GT
Fri Dec 10, 2021 2:30 pm
Forum: Other Discussions
Topic: The Monkees’ Michael Nesmith Dies at 78
Replies: 10
Views: 1161

Re: The Monkees’ Michael Nesmith Dies at 78

barrett wrote:
Fri Dec 10, 2021 1:08 pm
That's too bad. I usually find this stuff out by looking at dualstow's signature line. I can go there for obituaries, inflation rates, etc. It's better that watching Fox, CNN, et al. O0
Agree - I thought about asking dualstow to update his picture before I posted ....
by GT
Fri Dec 10, 2021 12:26 pm
Forum: Other Discussions
Topic: The Monkees’ Michael Nesmith Dies at 78
Replies: 10
Views: 1161

The Monkees’ Michael Nesmith Dies at 78

https://www.msn.com/en-us/entertainment/news/the-monkees-michael-nesmith-dies-at-78/ar-AARH2tj?ocid=msedgntp The Monkees’ Michael Nesmith has died, Rolling Stone reports. In a statement, Nesmith’s family said the musician died at home of natural causes. Just last month, Nesmith wrapped up a farewell...
by GT
Tue Oct 26, 2021 7:58 am
Forum: Politics
Topic: Fact-checking Biden's town hall in Baltimore
Replies: 8
Views: 2562

Re: Fact-checking Biden's town hall in Baltimore

You know its bad when CNN can not cover for Biden's "facts" https://www.msn.com/en-us/news/politics/fact-checking-biden-s-cnn-town-hall-in-baltimore/ar-AAPPzFu?ocid=msedgntp Biden and the border "I've been there before, and I haven't -- I mean, I know it well. I guess I should go down. But the -- b...