And does it ever take courage to buy more when it's a sea of red in the bond market every day?! :-\ When I see business news and my immediate reaction is "this is it, it's all over, what we thought was true isn't anymore..." , the old me would've sold , I know better that times like this &...

Some ideas I've considered in my PP : internal correlation of the portfolio and stock valuation Being in Canada I feel I can't do domestic stocks as our stock market has so many commodities (oil and gas producers, gold stocks etc) and sentiment about the commodities sector seems to trickle into our...

Some ideas I've considered in my PP : internal correlation of the portfolio and stock valuation Being in Canada I feel I can't do domestic stocks as our stock market has so many commodities (oil and gas producers, gold stocks etc) and sentiment about the commodities sector seems to trickle into our ...

I regret buying long bonds near the top in the last 2-3 years, hoping that an agnostic dollar cost averaging approach would serve me well in the long run. I have become somewhat less purist and time some of my purchases , preferring to accumulate cash to 35% allocation then spread it around , typica...

YTD:
TLT -6.99%
GLD: + 4.10%
SPY: + 16.99% / VT : 11.93%

Thinking of adding to my BTC position this week but the psychological part is always a hurdle, never fun adding to flat/losing positions or ones and seeing them go lower. Better part of me knows any serious green in my portfolios was bought during dips (I have a 2x on gold when it was $1000/oz). The...

To me gold is more insurance against financial calamity and less an inflation hedge. I like the last post about small amounts of inflation being an "annoyance". We live in a highly manipulated market where everything remains controlled and stable, the Fed appears to have the steering wheel...

It's interesting to read all the posts about bonds that ask how to compensate for the crash we've witnessed, sentiment seems to be extremely poor. I see ideas floating around such as switching to lower duration bonds , abandoning the permanent portfolio 4x25% structure, going international etc. Is e...

Having been through a couple of cycles and having done a ton of research, I can tell you that investing up front is statistically most likely to return you the highest. You're losing out on bond yield, stock dividends and capital gains on the sidelines, ultimately you miss out on the power of compou...

The ETF is an interesting idea but I feel there is too much Canadian exposure for a domestic investor. By CAPE ratio Canada is over 20 and has been more overvalued than Europe and EM for some time, for this reason I have no interest unless the market took a serious haircut. With the US ratio being e...

In my experience precious metals trading is best done by relative valuation compared to a long term mean. I use a 50 month SMA. As it stands silver is on my watch list and I would say it's neutral (close to it's 50 month SMA), I've been loading up on Platinum in the last year in my VP and I see much...

Concerns about perpetually low interest rates are perfectly valid, they can go lower, and may even go negative as you've stated. The problem is- what if you align yourself for this expectation and are wrong? I'd rather have a portfolio that takes my emotions out of it and forces me to mechanically t...

kitco close 2019/04/24: $15.00 currently sits at $14.94 Problem with silver is that I love it, and you're not supposed to fall in love with investments right? :-[ I still have too much from the $20-50 era and added it to my PP as along term holding so the losses aren't realized. Have done much bette...

From a CAPE/Schiller ratio standpoint, EM is where you want to be if you're looking for higher long term returns. I've bought nothing but EM and Developed Europe for my PP for the last couple of years, both are looking a little richer than I'd like right now (as with most world equities). The true o...

Uranium stocks are down 90% off their all time highs. Anyone else eyeing this ? I own the components of URA individually (Cameco/Nexgen/Uranium Participation) with exposure in the US, especially with this talk of Trump looking to put Tarrifs on foreign uranium. As I've heard on some podcasts, either...

Canadian investor here and I'd discourage buying EWC. Canadian banks are betting heavily on Canadian real estate which is probably one of the world's largest bubbles right now, I would steer far away if you're looking at a value play. On a more technical basis, CAPE ratios suggest Canada is still ne...

Another Canadian here, I run a slightly modified Permanent portfolio, interesting how currency, hedging and exposure can tilt the results. The figures below do not count dividends... Gold: CGL.C (unhedged gold etf): +4.76% Stocks (split between Developed europe and emerging markets without any US or...

so, this story drags on, the discounts are ridiculous compared to NAV (which I'm ok with, I've stacked CEF recently at -12%, looking to hit a rebalancing band soon and throw some cash at GTU which sits at -6%). Surprisingly  my precious metal positions are in the green... Can anyone help translate t...

http://money.cnn.com/data/premarket/

US S&P futures down -1.5% , ouch!  If this sticks overnight it's the most excitement /volatility I've seen in a long time, takes me back to August 2011 fiscal cliff days... 

I pulled out the old laptop, and used a puppy linux liveCD to test. I think this might be a reasonable option while I explore alternatives [or not]. I think I need to wipe WindowsXP and install a full version of linux on the HD. I am not that familiar with the difference between all the distros. Do...

Libertarian666 wrote: I'm shocked! shocked, that gambling is going on there.
Of course this won't have any effect on gold... or will it?

http://www.kitco.com/charts/livegold.html

moonshot straight up, over $10 at the open .... Should be an interesting week

What the FUCK, Canada? Take it from an average Canadian, most of us have a favorable view of the US, even if we differ on some political views. Quebec is the primary reason for that figure, it has about 10 million people (maybe 1/3 of the country and perhaps reflects 1/3 of the hate in that poll) ,...

I have a 2 year old acer win8 notebook I got on sale for about 300 , Windows 8 junked it, and it got worse with every update. I installed a dual-boot with linux and at least it's usable. You can play around with it for free, and it might buy you some time. Xubuntu, it's lean and light- not perfect, ...

Per some of my other posts I've averaged into GTU quite nicely during the discount (I recall some days below 10% from NAV), I'm hoping this doesn't go through... If it goes through or hits NAV before the deal I'm considering selling the GTU and moving to CEF. I figure the nice 7% or so gain I've mad...

Gold's price isn't simply driven by the supply-demand ratio, the dollar's movements, inflation, oil price, geopolitical events and so on.  The market's way of functioning is far more complex and less transparent. Brief and brilliant summary. It climbs a wall of worry, and anything can serve as that...