Search found 174 matches

by ahhrunforthehills
Wed Oct 28, 2020 12:52 pm
Forum: Other Discussions
Topic: Voter Fraud
Replies: 3
Views: 64

Voter Fraud

Interesting undercover video of voter fraud:

https://twitter.com/hashtag/RiggedElect ... htag_click
by ahhrunforthehills
Sun Oct 25, 2020 2:52 am
Forum: Permanent Portfolio Discussion
Topic: Is the Permanent Portfolio Broken?
Replies: 18
Views: 835

Re: Is the Permanent Portfolio Broken?

For the record, I have nothing against the PP. I am merely trying to demonstrate that the “A-Ha” moment that people tend to experience when they finally “get it” in regards to the PP... well, there can be more “A-Ha” moments that make you realize things aren’t nearly as simple as HB would have liked...
by ahhrunforthehills
Sun Oct 25, 2020 12:25 am
Forum: Permanent Portfolio Discussion
Topic: Is the Permanent Portfolio Broken?
Replies: 18
Views: 835

Re: Is the Permanent Portfolio Broken?

This is why the PP will never be a Mainstream option: human hubris, folly & herd mentality will always prevent most Folks adoption of the strategy. It is supremely difficult to buy an Asset Class when it is loathed & supremely out of favor. Forced buying low and selling high sounds great in theory,...
by ahhrunforthehills
Tue Oct 20, 2020 1:32 pm
Forum: Other Discussions
Topic: Democracy Sucks... Dictatorships Rule!
Replies: 2
Views: 104

Democracy Sucks... Dictatorships Rule!

Instead of ANOTHER election thread on why Biden sucks or Trump sucks... where you guys spend countless hours trying to justify your views to others who you can't sway. Maybe consider that all of you are wrong? :o Anybody see the recent historical study out of Purdue? They compared different types of...
by ahhrunforthehills
Fri Oct 16, 2020 3:08 pm
Forum: Bonds
Topic: Ray Dalio on Bonds
Replies: 142
Views: 5334

Re: Ray Dalio on Bonds

People like schiff or Jim rogers have been talking about hyperinflation for almost a decade and a half now though with nothing like that even on the horizon. Will it arrive someday? Maybe. Japan has been trying to get inflation going for nearly 30 years now. There are a lot of disinflationary force...
by ahhrunforthehills
Thu Oct 15, 2020 2:04 pm
Forum: Bonds
Topic: Does it make sense to buy long bonds now?
Replies: 43
Views: 1478

Re: Does it make sense to buy long bonds now?

Kriegsspiel wrote:
Thu Oct 15, 2020 11:21 am
I was trying to find something Marc Andreessen wrote, questioning why people thought they deserved risk-free returns, and I found this page, thought you might want to read.
Interesting article. Thanks!
by ahhrunforthehills
Thu Oct 15, 2020 1:57 pm
Forum: Bonds
Topic: Ray Dalio on Bonds
Replies: 142
Views: 5334

Re: Ray Dalio on Bonds

People like schiff or Jim rogers have been talking about hyperinflation for almost a decade and a half now though with nothing like that even on the horizon. Will it arrive someday? Maybe. Japan has been trying to get inflation going for nearly 30 years now. There are a lot of disinflationary force...
by ahhrunforthehills
Thu Oct 15, 2020 11:14 am
Forum: Bonds
Topic: Does it make sense to buy long bonds now?
Replies: 43
Views: 1478

Re: Does it make sense to buy long bonds now?

MMT says that interest is corporate welfare. Why does anyone deserve risk free return. population growth is the only very low risk return (new people need loans for cars and homes) Fantastic point. Why does anyone deserve risk free return? I personally expect ZERO return. However, I know I need to ...
by ahhrunforthehills
Wed Oct 14, 2020 11:11 am
Forum: Bonds
Topic: Does it make sense to buy long bonds now?
Replies: 43
Views: 1478

Re: Does it make sense to buy long bonds now?

at least 2 to 2-1/2% in rates and even then I need to evaluate..it was a 40 year drop to get here ....the return trip back up may not stop for quite a long time . I don't see how we get back to higher rates at all considering the amount of debt in system and the way asset prices are tied to low rat...
by ahhrunforthehills
Tue Oct 13, 2020 5:51 pm
Forum: Bonds
Topic: Ray Dalio on Bonds
Replies: 142
Views: 5334

Re: Ray Dalio on Bonds

FWIW, I don't put a lot of stock into investing based on short-term indicators. I think the current indicators are baked into the price. Even if they weren't... I am of the belief that those with insider knowledge, those with super-computers, and those with massive sums of trading power can beat a r...
by ahhrunforthehills
Tue Oct 13, 2020 5:45 pm
Forum: Bonds
Topic: Ray Dalio on Bonds
Replies: 142
Views: 5334

Re: Ray Dalio on Bonds

What I am getting at is have a documented mechanism in place to allocate out of LTT as yields decline, and back in as LTT yields go up... otherwise your emotions can easily get you lost at sea going forward. I know Im a little late to the party here. But from a systematic perspective, wouldn't it m...
by ahhrunforthehills
Tue Oct 06, 2020 9:09 am
Forum: Bonds
Topic: Ray Dalio on Bonds
Replies: 142
Views: 5334

Re: Ray Dalio on Bonds

Sorry, one more... government has made it very clear lately that people don’t have to pay their rent if they lack emergency savings. Uncle Sam basically said real estate investors will be the first to be sacrificed during tough economic periods. That definitely has to change the correlation dynamic ...