Search found 1101 matches

by glennds
Mon Oct 24, 2022 6:19 pm
Forum: Politics
Topic: Next up on the planned crisis list
Replies: 80
Views: 9247

Re: Next up on the planned crisis list

And there are a few pro-life women. A poll asked if I'd be ok with my CA tax dollars being used to bring women here for abortions. I said sure, grind em up we need stem cells. Newsom spent $100,000 on DeSantis' opponent, instead of using that money to help Californians https://www.youtube.com/watch...
by glennds
Tue Oct 18, 2022 1:26 pm
Forum: Politics
Topic: The Fourth Branch of Government
Replies: 43
Views: 1861

Re: The Fourth Branch of Government

Everyone's made up their mind on how much of a threat the US gov is to them. 70% of people want to be paid to stay home, and will never understand inflation. There's no stopping the improvement of surveillance and control technology. I'm wondering how freedom and civil liberties were ever celebrate...
by glennds
Tue Oct 18, 2022 11:12 am
Forum: Politics
Topic: The Fourth Branch of Government
Replies: 43
Views: 1861

Re: The Fourth Branch of Government

Everyone's made up their mind on how much of a threat the US gov is to them. 70% of people want to be paid to stay home, and will never understand inflation. There's no stopping the improvement of surveillance and control technology. I'm wondering how freedom and civil liberties were ever celebrate...
by glennds
Sat Oct 15, 2022 2:28 pm
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 328
Views: 24314

Re: Are most people here sticking with Treasuries?

The PP/GB that I hold is certainly performing no worse than the Boglehead 60/40 in my retirement account. Of course cash is getting walloped by inflation. So is everything else that portfolios are composed of, it's just that cash has been the best performing asset this year. The real question is wh...
by glennds
Fri Oct 14, 2022 10:36 am
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 328
Views: 24314

Re: Are most people here sticking with Treasuries?

The one I linked was based on an annual rebalance. Either way, I'm sure we agree that what's going on right now is unusually bad. I'm down 4-5% nominal in the cash equivalent ETFs that I use as part of my PP (SHY and SCHO). It's because they're basically short term Treasury funds damaged by rising y...
by glennds
Fri Oct 14, 2022 10:08 am
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 328
Views: 24314

Re: Are most people here sticking with Treasuries?

Just pointing out that an 18% drop in a year is not unprecedented for the PP. I don't believe the yearly data show it as it's only happened intra-year so far. Fingers crossed that happens this time too. When has it happened before? I'm using daily data for all four assets going back to 1972... The ...
by glennds
Fri Oct 14, 2022 8:25 am
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 328
Views: 24314

Re: Are most people here sticking with Treasuries?

Just pointing out that an 18% drop in a year is not unprecedented for the PP. I don't believe the yearly data show it as it's only happened intra-year so far. Fingers crossed that happens this time too. When has it happened before? This is the worst ever drawdown for the PP according to PV and like...
by glennds
Thu Oct 13, 2022 9:56 am
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 328
Views: 24314

Re: Are most people here sticking with Treasuries?

Xan wrote:
Tue Oct 11, 2022 10:04 am
Just pointing out that an 18% drop in a year is not unprecedented for the PP. I don't believe the yearly data show it as it's only happened intra-year so far. Fingers crossed that happens this time too.
When has it happened before?
by glennds
Mon Oct 10, 2022 1:21 pm
Forum: Other Discussions
Topic: Do you still use your library?
Replies: 20
Views: 891

Re: Do you still use your library?

I wonder if you see a distinction between using the public library online versus going in physically? A lot of people are pleasantly surprised to find out how many resources are available online if you have a library card/membership. In fact a lot of streaming and subscription services that would ot...
by glennds
Tue Oct 04, 2022 11:37 am
Forum: Politics
Topic: Mask wearing / Returning shopping carts
Replies: 21
Views: 998

Re: Mask wearing / Returning shopping carts

I actually go one step further than just returning them, I make it a point to grab other people's carts if I am going by them when they are done. Like I said ... I ALWAYS return mine but have NEVER grabbed anyone else's. But, in thinking about it, I cannot recall walking by anyone's so maybe I live...
by glennds
Wed Sep 28, 2022 2:54 pm
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 328
Views: 24314

Re: Are most people here sticking with Treasuries?

You used the term "value destruction". How about someone trying to buy a house now (as is the person temporarily living with me) after this tremendous run up in prices? Vinny, I was using "value destruction" more in terms of commercial real estate which is primarily valued by cap rate. So let's tak...
by glennds
Wed Sep 28, 2022 2:16 pm
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 328
Views: 24314

Re: Are most people here sticking with Treasuries?

In this case, I felt like the foresight was close to 20/20. I am very stressed. I have little income beyond my investment income. If things don't turn around soon I'm going to have to slash my expenses, possibly sell my house, etc. This is getting ugly. Just be patient and let's see where things en...
by glennds
Tue Sep 27, 2022 4:36 pm
Forum: Politics
Topic: No surprise!
Replies: 8
Views: 735

Re: No surprise!

Comparing either party's history to their current versions is more than not useful, it's downright misleading. Whenever I hear someone refer to the GOP as the party of Lincoln, I think of Khalil Gibran, who wrote: Upon a day Beauty and Ugliness met on the shore of a sea. And they said to one another...
by glennds
Mon Sep 26, 2022 10:45 am
Forum: Politics
Topic: Vinny’s Mexican Adventure
Replies: 55
Views: 2742

Re: Vinny’s Mexican Adventure

The Lincoln book was all I saw on the Civil War, and I think that’s the one that glennds was asking about. Vinny, I appreciate that you're an avid reader and that you share passages that were particularly thought provoking to you. If you were to indicate the name/author of the book at the beginning...
by glennds
Mon Sep 26, 2022 9:25 am
Forum: Politics
Topic: Vinny’s Mexican Adventure
Replies: 55
Views: 2742

Re: Vinny’s Mexican Adventure

The Lincoln book was all I saw on the Civil War, and I think that’s the one that glennds was asking about. Vinny, I appreciate that you're an avid reader and that you share passages that were particularly thought provoking to you. If you were to indicate the name/author of the book at the beginning...
by glennds
Fri Sep 23, 2022 11:35 pm
Forum: Politics
Topic: Vinny’s Mexican Adventure
Replies: 55
Views: 2742

Re: Vinny’s Mexican Adventure

But thanks again for recommending such an excellent book. It is one of those books for me that I don't have to even finish reading its first page before deciding it is going to be an "A" class book. Vinny, for those of us that can't find it buried in this or the pre-split off thread, what's the nam...
by glennds
Fri Sep 23, 2022 4:54 pm
Forum: Politics
Topic: Vinny’s Mexican Adventure
Replies: 55
Views: 2742

Re: Vinny’s Mexican Adventure

It's pretty clear that slavery was the primary driver of the first batch of states to secede. But can you say that about the second batch? The ones that left AFTER Lincoln raised an army to go invade their neighbors? So you can say that slavery was the reason for the first secession (and we should ...
by glennds
Fri Sep 23, 2022 4:00 pm
Forum: Politics
Topic: Vinny’s Mexican Adventure
Replies: 55
Views: 2742

Re: Vinny’s Mexican Adventure

It's pretty clear that slavery was the primary driver of the first batch of states to secede. But can you say that about the second batch? The ones that left AFTER Lincoln raised an army to go invade their neighbors? So you can say that slavery was the reason for the first secession (and we should ...
by glennds
Thu Sep 22, 2022 9:06 am
Forum: Other Discussions
Topic: Scarce and high priced energy in Europe
Replies: 80
Views: 3987

Re: Scarce and high priced energy in Europe

Can you elaborate? What I recall was that he was one of a small number of voices saying "this guy has a chance to win, and people don't see it because they're watching a different movie, interpreting the same events very differently". Seemed pretty insightful both at the time and in hindsight. Yeah...
by glennds
Mon Sep 19, 2022 10:49 pm
Forum: Politics
Topic: Vinny’s Mexican Adventure
Replies: 55
Views: 2742

Re: Vinny’s Mexican Adventure

Never heard of the documentary until reading about you describing it. From what you remember of it ... how does it fit with the following: "A careful study of the informational sources and the works of the most respected historians of the conflict demonstrates some important truths: that the United...
by glennds
Mon Sep 19, 2022 4:16 pm
Forum: Politics
Topic: Vinny’s Mexican Adventure
Replies: 55
Views: 2742

Re: Vinny’s Mexican Adventure

Sounds like Ken Burns’ documentary that was on last night. I was just telling a friend yesterday I'd never watch another Ken Burns documentary again. His baseball one from 30 years ago was so filled with inaccuracies that I could never trust any of his later documentaries. I'd rather read accurate ...
by glennds
Thu Sep 15, 2022 9:10 pm
Forum: Politics
Topic: Vinny’s Mexican Adventure
Replies: 55
Views: 2742

Re: Vinny’s Mexican Adventure

Should nations adhere to a moral code and social contracts of behavior? We (I) think that they should and that they do is a sign of progressing as a species. However, what were the moral codes and contracts of behavior in the 1600, 1700s, 1800s and early 1900s? Kbg, Perhaps another angle to conside...
by glennds
Thu Sep 15, 2022 12:26 pm
Forum: Gold
Topic: Gold will rise when Fed stops raising interest rates?
Replies: 51
Views: 4124

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

Data wise, and academically there is zero proof gold provides anything more than the equivalent allocation in bonds...sometimes more, most of the time less. The only thing you can say is gold always is more volatile than bonds. Whether one includes or excludes the 1970s for US-based gold returns is...
by glennds
Thu Sep 15, 2022 10:40 am
Forum: Gold
Topic: Gold will rise when Fed stops raising interest rates?
Replies: 51
Views: 4124

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

But after the Fed stops raising rates, if inflation continues, gold should do very well. It seems fairly likely that the Fed will keep raising rates and when we go into a deeper recession, their hands will be tied where they won't want to raise rates anymore because the economy is struggling. Yet h...
by glennds
Thu Sep 15, 2022 8:55 am
Forum: Other Discussions
Topic: Alcohol and Nutrition
Replies: 33
Views: 1059

Re: Alcohol and Nutrition

joypog wrote:
Wed Sep 14, 2022 11:05 pm
Mark Leavy wrote:
Wed Sep 14, 2022 8:34 pm
If Jamón Serrano doesn't make you see Jesus ... well there is no savior.
I saw Jesus.

He was wearing a dark blue turtleneck.
Was he standing there with Ramon Serrano?