Search found 1319 matches

by Kbg
Fri Sep 20, 2019 10:35 am
Forum: Cash
Topic: Cracks emerging in money markets?
Replies: 23
Views: 287

Re: Cracks emerging in money markets?

How can this hurt Joe Average investors? I don't go around all day thinking about the repo market. Might MM funds "bust the buck"? Since the repo market is apparently the "plumbing" of the banking world, it's not very sexy and hardly anybody (including us) pays much attention to it. I really don't ...
by Kbg
Thu Sep 19, 2019 9:07 am
Forum: Bonds
Topic: ILT Alternatives?
Replies: 3
Views: 117

Re: ILT Alternatives?

There are many now...go to etf.com or etfdb.com or just google Long Term Treasury Funds (or ETFs). If you are in the ETF space I'd probably go with VGLT or SPLT which are 50% cheaper in mngt fees than TLT. EDV is an option as well. The main thing is to check duration and if you go with EDV you could...
by Kbg
Wed Sep 18, 2019 8:59 am
Forum: Cash
Topic: Cracks emerging in money markets?
Replies: 23
Views: 287

Re: Cracks emerging in money markets?

I'm curious as to where all the negative interest stuff is going to go which to me is a crisis all by itself. It literally makes no economic sense. (Or if someone has seen a good explanation, please post it. I would enjoy reading about it.) Perhaps it's as easy as there is soooo much money in the wo...
by Kbg
Tue Sep 17, 2019 4:35 pm
Forum: Permanent Portfolio Discussion
Topic: How many brokerage firms are you using?
Replies: 38
Views: 761

Re: How many brokerage firms are you using?

IJS is better than IWN as well (IWN is the value R2K ETF)
by Kbg
Tue Sep 17, 2019 9:15 am
Forum: Stocks
Topic: Stock scream room
Replies: 757
Views: 138108

Re: Stock scream room

sophie wrote:
Tue Sep 17, 2019 8:36 am
Sounds awful. Kbg, would you like to go to my 11am meeting for me instead? It'll be hugely entertaining. Sigh.
Sure, if you will take my 4pm budget review. ;-)
by Kbg
Tue Sep 17, 2019 9:13 am
Forum: Permanent Portfolio Discussion
Topic: How many brokerage firms are you using?
Replies: 38
Views: 761

Re: How many brokerage firms are you using?

Small note...if one is going to invest in a small cap index fund, recommend something based on the S&P 600 or other "crap filter" type small cap index. The R2K is not a good index for small caps.
by Kbg
Fri Sep 13, 2019 3:46 pm
Forum: Stocks
Topic: Stock scream room
Replies: 757
Views: 138108

Re: Stock scream room

If the readers aren't bored, post away on the current topic. However, this one seems to be getting way in the marginalia and I'm bored. ^-^
by Kbg
Fri Sep 13, 2019 11:58 am
Forum: Permanent Portfolio Discussion
Topic: Indexing overtakes Active Investing
Replies: 4
Views: 211

Re: Indexing overtakes Active Investing

Well this is complex, a couple of items... 1. There are a LOT of indexes now based on different things (factors, sectors, etc. etc.) One could argue that factor algos are nothing but an automated price discovery mechanism and modern market makers are probably 99.999% automated in terms of trade by t...
by Kbg
Fri Sep 13, 2019 11:41 am
Forum: Stocks
Topic: Stock scream room
Replies: 757
Views: 138108

Re: Stock scream room

A couple of points/thoughts. Pmward is right...you wouldn't be in the PP if not for its quantitative appeal and we know for a fact HB and I forget the gentlemen's name did quantitative analysis on this stuff in the late 70s/80s which is how they came up with the initial concept. I like Cullen Roche'...
by Kbg
Thu Sep 12, 2019 5:39 pm
Forum: Permanent Portfolio Discussion
Topic: Best resource for PP backtesting?
Replies: 13
Views: 1356

Re: Best resource for PP backtesting?

I had forgotten about the site and tried it as well, pretty sure it is a dead site now.
by Kbg
Thu Sep 12, 2019 1:19 pm
Forum: Gold
Topic: Better to hold two gold funds?
Replies: 6
Views: 852

Re: Better to hold two gold funds?

If it isn't real, the cheapest mngt fee, full stop.

(Unless you are swinging a very large monetary bat where trade size becomes an issue and in that case fund size/liquidity become the dominant issue.)