Search found 1675 matches

by Kbg
Wed Sep 09, 2020 3:21 pm
Forum: Permanent Portfolio Discussion
Topic: Bonds and the PP -- still make sense?
Replies: 59
Views: 2201

Re: Bonds and the PP -- still make sense?

If LTTs are such a bad deal, why do they get snapped up? Presumably because one of the entities snapping them up (or planning to) is the Fed, and they are doing so not because it’s a good deal for them, but because it helps keep long-term rates low for government borrowing. https://www.reuters.com/...
by Kbg
Wed Sep 09, 2020 3:13 pm
Forum: Other Discussions
Topic: Is Trump doing a good job?
Replies: 993
Views: 71361

Re: Is Trump doing a good job?

It will be interesting to see how things change. History shows thing go mostly back to normal with some changes to pre-event norms. I kind of hope we will become a little more Asian with regard to masking when sick (flu/colds). It's not a big deal to do and it does mitigate the spread of aerosol bor...
by Kbg
Wed Sep 09, 2020 9:04 am
Forum: Other Discussions
Topic: Is Trump doing a good job?
Replies: 993
Views: 71361

Re: Is Trump doing a good job?

The other side is the Democratic party who has not been driven by the science either. (Personally I'll give any government official a pass for not having it figured out in March or April but not after that. It's completely irrational to think that any government or individual has anything complex al...
by Kbg
Wed Sep 09, 2020 8:42 am
Forum: Other Discussions
Topic: CFAs Concerned About Fed’s Aggressive Approach To Stimulus
Replies: 3
Views: 132

Re: CFAs Concerned About Fed’s Aggressive Approach To Stimulus

I could be completely wrong, but I've thought for at least a decade you would see the national debt being monetized in some form or fashion. I thought the initiator would be social security and medicare as the boomer generation goes through old age which of course has only been a partially right ans...
by Kbg
Wed Sep 09, 2020 8:24 am
Forum: Other Discussions
Topic: Is Trump doing a good job?
Replies: 993
Views: 71361

Re: Is Trump doing a good job?

I think the counterpoint is that there are probably just as many Americans who think the other side has way overreacted and it's hard to argue the data is not bearing that out now. The tragedy of this whole thing is how it could have been very different if it wouldn't have been politicized by both p...
by Kbg
Tue Sep 08, 2020 1:34 pm
Forum: Cash
Topic: Best current options for cash and STT's?
Replies: 22
Views: 829

Re: Best current options for cash and STT's?

Thanks! I was buying T-bills in my Schwab account but they (understandably) stopped offering automatic rollover when rates got close to zero. I imagine Treasury Direct doesn’t offer that either but if I just buy 6-12 month bills it isn’t a big hassle to do my work own. They do sort of...have your b...
by Kbg
Mon Sep 07, 2020 9:29 pm
Forum: Variable Portfolio Discussion
Topic: Tesla Motors
Replies: 133
Views: 51378

Re: Tesla Motors

I think the real question is why does one care if it is over valued (even grossly so)? If you are a value investor, then it has probably been a company you've never invested in. If you are an index holder then you should remember you are buying a methodology not X# of stocks. If you are a momentum i...
by Kbg
Sat Sep 05, 2020 10:16 am
Forum: Gold
Topic: PSLV/AAAU vs SLV/GLD/IAU
Replies: 4
Views: 436

Re: PSLV/AAAU vs SLV/GLD/IAU

With the vast majority of gold sitting in London as is the case with several gold funds.

https://www.spdrgoldshares.com/usa/faqs/

This is a good read for those interested in the details.
by Kbg
Fri Sep 04, 2020 11:25 pm
Forum: Other Discussions
Topic: Price Info not a cure for health care costs?
Replies: 18
Views: 316

Re: Price Info not a cure for health care costs?

This was my favorite part of the Obamacare scare propaganda by the Rs...death panels. Uh yeah, it’s called these guys in the private insurance world.
by Kbg
Fri Sep 04, 2020 11:20 pm
Forum: Other Discussions
Topic: When Work Doesn't Pay For The Middle Class
Replies: 7
Views: 172

Re: When Work Doesn't Pay For The Middle Class

Indeed, best wishes for the next phase!
by Kbg
Fri Sep 04, 2020 5:25 pm
Forum: Other Discussions
Topic: Move after retiring?
Replies: 32
Views: 602

Re: Move after retiring?

I thought the landscape of northern NM looked pretty damn close to Afghanistan. Adobe houses look eerily like qalats as well. Afghanistan is an amazing country, well except for the south part of it. First time I ever stepped foot there was getting off the jet in Bagram in late Feb/early March and m...
by Kbg
Thu Sep 03, 2020 10:52 am
Forum: Other Discussions
Topic: Move after retiring?
Replies: 32
Views: 602

Re: Move after retiring?

ML, So what exactly is your current MO? Sounds very interesting. Not sure if I'm answering your question Kbg, but I've been living on investments for about 7 years. I still have some ownership/board member duties in a few companies. Up until this year, I've just been hauling a 30 liter rucksack on ...