Search found 2393 matches

by Kbg
Sat Jun 25, 2022 4:40 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 520
Views: 27449

Re: Putin Invades Ukraine II

Putin Threatens To Deploy New Satan II Nuclear Missile That Can Reach UK In 3 Minutes https://www.msn.com/en-us/news/world/putin-threatens-to-deploy-new-satan-ii-nuclear-missile-that-can-reach-uk-in-3-minutes//ar-AAYK0o5?li=BBnbfcL shit got real The average person will read that headline as, “Putin...
by Kbg
Sat Jun 25, 2022 4:19 pm
Forum: Politics
Topic: What polcies can be done to prevent mass shootings
Replies: 217
Views: 5593

Re: What polcies can be done to prevent mass shootings

I'm assuming you know why 3 oz? If not look it up.

As for folks who can't read, not TSA's problem.
by Kbg
Sat Jun 25, 2022 4:11 pm
Forum: Cash
Topic: Cash as an inflation hedge
Replies: 1
Views: 202

Re: Cash as an inflation hedge

Good article confirming Tyler’s view that cash is greatly under appreciated as an inflation hedge. : https://www.morningstar.com/articles/1099412/cash-as-an-inflation-hedge-revisited?utm_medium=referral&utm_campaign=linkshare&utm_source=link So long as it is understood this is relative. I also thin...
by Kbg
Sat Jun 25, 2022 4:09 pm
Forum: Permanent Portfolio Discussion
Topic: Absolutely brutal - 5/5
Replies: 172
Views: 8100

Re: Absolutely brutal - 5/5

I need to remember where I got my data and see if I can run those numbers again...just by the math of it (using PV monthly returns) I'd be a bit surprised if daily data didn't at least show low 20%s. The site I (and many others) used to use was peaktotrough.com but that stopped updating years ago. ...
by Kbg
Thu Jun 23, 2022 9:20 am
Forum: Permanent Portfolio Discussion
Topic: Absolutely brutal - 5/5
Replies: 172
Views: 8100

Re: Absolutely brutal - 5/5

I need to remember where I got my data and see if I can run those numbers again...just by the math of it (using PV monthly returns) I'd be a bit surprised if daily data didn't at least show low 20%s.
by Kbg
Thu Jun 23, 2022 9:15 am
Forum: Other Discussions
Topic: YouTube Junkie
Replies: 1174
Views: 348046

Re: YouTube Junkie

Hal wrote:
Tue Jun 21, 2022 3:46 pm
B29 flight to Commemorative Air Force Headquarters at Dallas Executive Airport.

https://www.youtube.com/watch?v=YlgOAk7x7SE
You made my morning...that was cool!
by Kbg
Thu Jun 23, 2022 8:41 am
Forum: Permanent Portfolio Discussion
Topic: Absolutely brutal - 5/5
Replies: 172
Views: 8100

Re: Absolutely brutal - 5/5

Data check...both MachineGhost and I, using daily data, reported in the past that the max dd of the PP is in the high 20s something percent. PV has it at 13% using monthly data. I think the thing that surprised me most about the PP was how cyclical/countertrending its performance is. In other words,...
by Kbg
Thu Jun 23, 2022 8:36 am
Forum: Cash
Topic: More Money != More Inflation
Replies: 1
Views: 113

More Money != More Inflation

Worth a read...

I think this link should get you behind the paywall...if not, sorry for the tease.

https://www.wsj.com/articles/inflation- ... _permalink
by Kbg
Wed Jun 22, 2022 12:44 pm
Forum: Permanent Portfolio Discussion
Topic: Absolutely brutal - 5/5
Replies: 172
Views: 8100

Re: Absolutely brutal - 5/5

Bitcoin is just too young and Harry was wise. Even though he would probably have been fascinated by it, I can’t imagine that he would have recommended crypto to investors depending on his sage advice, let alone telling people to put in in a portfolio of “money you can’t afford to lose.” Bitcoin sup...
by Kbg
Tue Jun 21, 2022 6:31 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 520
Views: 27449

Re: Putin Invades Ukraine II

… It's pretty obvious Putin thought Ukraine would be easy. I think that was the overriding factor, but the NATO/EU expansion factor surely weighed heavily in the decision to invade. … Have you seen Putin’s own speeches about how he’s Peter the Great? I saw something about that. Again with the media...
by Kbg
Tue Jun 21, 2022 6:24 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 520
Views: 27449

Re: Putin Invades Ukraine II

Here's a very good article on the Ron Paul Institute website explaining all the things the US got wrong about Ukraine: http://ronpaulinstitute.org/archives/featured-articles/2022/june/20/some-hard-thoughts-about-post-ukraine/ We're being led by a bunch of fools, but it's been that way going back ma...
by Kbg
Tue Jun 21, 2022 10:31 am
Forum: Permanent Portfolio Discussion
Topic: Absolutely brutal - 5/5
Replies: 172
Views: 8100

Re: Absolutely brutal - 5/5

60/40 on left, PP on right. Since 1987 cuz that's when we have a US Total Bond market index. Things I like to look at are bolded. Comparing with 2022 performance thus far... there is exactly nothing out of the norms Y'all are arguing over a nothing burger. Arithmetic Mean (monthly) 0.74% 0.55% Arith...
by Kbg
Mon Jun 20, 2022 2:00 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 520
Views: 27449

Re: Putin Invades Ukraine II

This one isn't even hard...naval convoy. Is there risk, yes. Do I think the Russians would blink, also yes. If I'm wrong and the headlines are correct about the third world starving...well maybe we shouldn't let the world go hungry and throw some punches back if a convoy was attacked. The optics her...
by Kbg
Mon Jun 20, 2022 1:45 pm
Forum: Permanent Portfolio Discussion
Topic: Absolutely brutal - 5/5
Replies: 172
Views: 8100

Re: Absolutely brutal - 5/5

I've been feeling worse about my paper gold lately. I really question the value of it at all. I fear that I'm largely deceiving myself by thinking my gold allocation is where it is. If we want the risk/returns of paper assets, then stocks fit the bill. If we want SHTF insurance, an off-the-books-as...
by Kbg
Sat Jun 18, 2022 11:25 am
Forum: Permanent Portfolio Discussion
Topic: Bitcoin in the PP?
Replies: 78
Views: 10719

Re: Bitcoin in the PP?

Wow…down 7.5% today…18950
by Kbg
Sat Jun 18, 2022 9:37 am
Forum: Permanent Portfolio Discussion
Topic: Bitcoin in the PP?
Replies: 78
Views: 10719

Re: Bitcoin in the PP?

Through it and down today…-72% from high
by Kbg
Fri Jun 17, 2022 4:33 pm
Forum: Permanent Portfolio Discussion
Topic: Bitcoin in the PP?
Replies: 78
Views: 10719

Re: Bitcoin in the PP?

Knocking on the door of 20K
by Kbg
Fri Jun 17, 2022 8:06 am
Forum: Permanent Portfolio Discussion
Topic: Bitcoin in the PP?
Replies: 78
Views: 10719

Re: Bitcoin in the PP?

Yep…you can pull up the data at Fred and look at your favorite M measure and compare with V…voila massive $$$ printing with deflation.
by Kbg
Wed Jun 15, 2022 11:56 pm
Forum: Politics
Topic: What polcies can be done to prevent mass shootings
Replies: 217
Views: 5593

Re: What polcies can be done to prevent mass shootings

Don’t know how good the poll was…apparently 2/3rds of Americans now support tighter gun control laws…highest ever.

As posted earlier…if you value the second amendment school shootings can not be ignored.
by Kbg
Wed Jun 15, 2022 11:50 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 520
Views: 27449

Re: Putin Invades Ukraine II

Sounds good…context, the US was going through a billion a day in Iraq and things are way more intense in Ukraine. Humans learn fast or die in wars….Russia has learned and is playing to their strengths now. As I’ve mentioned there is a simple tell…watch the map. Right now the map says Russia is slowl...
by Kbg
Wed Jun 15, 2022 4:48 pm
Forum: Politics
Topic: What polcies can be done to prevent mass shootings
Replies: 217
Views: 5593

Re: What polcies can be done to prevent mass shootings

LOL

Actually the quote was in reference to the various philosophers’ takes on the word freedom.
by Kbg
Wed Jun 15, 2022 4:44 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3543
Views: 1082132

Re: The GOLD scream room

I don’t have any references at hand, but there are some good academic studies on gold. Stay away from studies from purveyors of gold however.
by Kbg
Wed Jun 15, 2022 4:38 pm
Forum: Permanent Portfolio Discussion
Topic: Bitcoin in the PP?
Replies: 78
Views: 10719

Re: Bitcoin in the PP?

Me too!

And of course I would have sold last year.

I’ve never been a hater of it as a speculative venture. I’ve said that repeatedly. Obviously I’m skeptical of the rationale behind its “value” and I don’t see much of a future for what it has been promoted as.
by Kbg
Wed Jun 15, 2022 9:30 am
Forum: Politics
Topic: What polcies can be done to prevent mass shootings
Replies: 217
Views: 5593

Re: What polcies can be done to prevent mass shootings

Admittedly, modem man, forced by technique to become in reality and without residue the imaginary producer-consumer of the classical economists, shows disconcertingly little regard for his lost freedom; but, according to Ellul, there are ominous signs that human spontaneity, which in the rational...