My Allocatesmartly portfolio is going fully risk-on at the end of October, it is a mix of US stocks and International. Apparently, tariffs aren't hitting the global equity market yet.

Don't trade your political beliefs... trade the price action. The trend is your friend until the bend at the end.

My Mom had a bi-metallic position, half gold, half silver. I sold the silver and went 100% gold. Figured at age 96 she didn't need the added volatility. Now she's got 94% T-Bills and 6% Gold ETF. I think it's good.

"Portfolio optimization studies suggest that around 2.5% of total net worth allocated to Bitcoin through the VP can maximize asymmetrical upside without meaningfully increasing portfolio risk." Optimization studies are like backtesting (in fact, they are backtesting). They use historical d...

I had to buy a bunch of miners for Dad’s stock newsletter that he likes. They’ve been going gangbusters along with the rest of the market. What is this "had to"? Did someone hold a gun to your head? Look at the weekly RSI of the ratio GDXJ:$GOLD on stockcharts.com that is really a risky p...

I sold my junior miners and bought gold ETF. If gold corrects, junior miners will get executed. I don't need that! I'm nor going to get greedy.

$3913 spot at Kitco

Thanks for the year-end summary information, I'll feed it to my CPA.

Gold and the miners have come so far so fast I have to think there will be a correction. How much, how long??? IDK

If I were a Central Bank, I'd want my gold the heck out of Manhattan.

ETFs in taxable are a PITA because most of them are setup as trusts, and trust expenses are not allowed to be part of your cost basis. So every year you have to track the expenses and then keep a special sheet so you can subtract them from your basis when you sell. Physical in taxable is a no brain...

Did J. Powell really say today that stocks are overvalued? I'm at work, haven't seen the video. Government shutdown in 8 days? Should all be great for stocks. Buy that dip!

They also backdate the start of recessions by sometimes more than a year! The stock market always knows... BLS does not.

What I really dislike about DEI impacts on advertising and PR is that minorities and women are being cancelled, too. Case in point... Washington Redskins, and Land O Lakes Butter, Aunt Jemima Pancakes. Kind of creepy stereotypes or tropes, OK, got it. But instead of putting on positive role models a...

I just keep using Ubuntu because I'm used to it. I have a dual-boot machine Win and Lin, but it's Win 10 and can't be upgraded, I'm just never going to boot it up in Windows any longer. Our family room PC won't upgrade to 11, so that looks like a Linux box as well. Maybe I'll use it as a file server.

bogleheads in shambles. Gold is dumb but wait Trump is dumb and America Bad now Seajay's a busy bee over there for those getting bored So, what would cause the Fed to bring the pain like Volker? Country isn't run by Men anymore. We will never see a Volker response. We will see yield curve control, ...

So I went back to Texas Precious Metals and sold my Maple Leaves out of my IRA for 1.8% below spot. That was acceptable to me.

Now I'm 8% miners, 7% actual physical in my possession, I'm levered up because of miners and exposed something like ~23% gold price movements.

See what you did now ?!?!?

Fed cuts 0.25%

IEF is down, TLT is down.

People are going to be mad that mortgage rates aren't going down today!

It's all so stupid, because to me it's so obviously a divide-and-conquer and clickbait-merch-grift scheme on both sides. The consultant class does it because its profitable. I think people were ready to vote for Bernie before the consultant class crowned Hillary voted for Trump because they wanted a...

I have Krugerrands, Maple Leaves, Aussie Kangaroos, US Mint Buffaloes, all 1 oz

Let's talk about civil war. I think this is more inward navel-gazing by Americans. What does war run on? People are needed to do the soldiering, for sure. What else? MONEY. Wars run on money. A great line spoken by Wellington or his assistance in "Sharpe's Rifles". If the USA arrives at a ...

For my whole entire life, I have favored conservative, right-of center economics. However, I have learned that is NOT what they do. They SAY they do it to gain votes and support from us minions, but they don't do it. Republicans and also Democrats reward political contributors with carve-outs, tax f...

After the recent "rhino horn" advance in gold, I'm going to shut down the GST Roth IRA. I have plenty of physical, and I just need some gold exposure in ETF form for greater liquidity. So the proceeds will go over in a tax-free custodian-to-custodian transfer to Schwab, then I'll buy proba...

I'm trying to sell a few 1 oz bullion gold coins and was offered 4% below spot. That wasn't my expectation so I walked away. Is it possible to get 98% of spot or is that wishful thinking?

FYI the 1980 silver high in 2025 Dollars is $192.50

If we ever get into that territory... you might want to sell some.

Jordan Roy-Bryne has studied past silver bull markets, and points out that it's entirely possible that 12-18 months after gold breaks $50 it could be in the $90s. He shows analog charts. It's just in the last few days on YouTube, "The Daily Gold" channel.