Search found 3471 matches

by ochotona
Tue Feb 11, 2025 8:53 am
Forum: Permanent Portfolio Discussion
Topic: Attention: Mathjak! Choose Your Tactical Asset Allocation Strategy Carefully
Replies: 1
Views: 12

Re: Attention: Mathjak! Choose Your Tactical Asset Allocation Strategy Carefully

I don't know what it is, but I monitor this class of ETFs albeit loosely, and I haven't found any one of them that piques my interest as a TAA user. By TAA user I mean almost 100% of my equity slice is tactical. The portfolio I built has a backtest over many time frames that clubs the commercially a...
by ochotona
Mon Feb 10, 2025 10:30 am
Forum: Stocks
Topic: Stock Picking in the PP
Replies: 36
Views: 32034

Re: Stock Picking in the PP

Market Cap Weighted index funds are an implicit growth bet. So while it's not Stock Picking, it's in no way "impartial" or "agnostic". If "number go up" for whatever reason... stock buybacks, buying Bitcoin (MicroStrategy, um er, Strategy), money printer go brrrr, or ju...
by ochotona
Mon Feb 10, 2025 10:23 am
Forum: Cash
Topic: Trump says he has directed US Treasury to stop minting new pennies, citing rising cost
Replies: 1
Views: 427

Trump says he has directed US Treasury to stop minting new pennies, citing rising cost

We should have ditched pennies long ago. On the other hand, as inflation continues, we should bring back the $500 note... but they won't. They just want to abolish cash, right?
by ochotona
Sun Feb 09, 2025 6:24 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3835
Views: 2204543

Re: The GOLD scream room

Bills / bonds get repaid whenever the new debt gets issued to pay off the old debt! But I think that's be the least of our worries, because I think EVERYTHING would sell off. The first day of the 1929 Crash was -9% in one day. The 1987 crash was -25% in one day. Think in those terms, now think of ma...
by ochotona
Sun Feb 09, 2025 12:34 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3835
Views: 2204543

Re: The GOLD scream room

I am reading that there is a lot of Congressional dysfunction regarding the swiftly coming March 14 government shutdown date. GOP controls the government, but is continuing the customary ideological purity circular firing squad, which would require that Democrats given them some votes to pass someth...
by ochotona
Fri Feb 07, 2025 8:13 pm
Forum: Politics
Topic: Schwab On Investing podcast
Replies: 1
Views: 476

Schwab On Investing podcast

In this episode, Kathy Jones interviews Dr. Richard Clarida, PIMCO's global economic advisor and former vice Chairman of the Board of Governors of the U.S. Federal Reserve System. Dr. Clarida is a managing director in PIMCO's New York office and teaches economics and international affairs at Columbi...
by ochotona
Fri Feb 07, 2025 7:55 am
Forum: Other Discussions
Topic: Harry Dent: ‘Crash of a Lifetime’ Coming in 2024
Replies: 32
Views: 116307

Re: Harry Dent: ‘Crash of a Lifetime’ Coming in 2024

Hairy Dent. He's still around?
by ochotona
Fri Feb 07, 2025 7:51 am
Forum: Gold
Topic: The GOLD scream room
Replies: 3835
Views: 2204543

Re: The GOLD scream room

Exactly this. It's not proven that BTC is a safe haven. If it shoots itself in the head during a QQQ bear market, what good is it? But gold recently peaked August 2020, then went to sleep for a while. It's poorly correlated to QQQ or SPY. That's what it's useful, the non-correlation, not the CAGR.
by ochotona
Mon Feb 03, 2025 4:58 am
Forum: Stocks
Topic: Stock scream room
Replies: 1517
Views: 802366

Re: Stock scream room

Dow futures down 650. Tariffs. Buckle up!
by ochotona
Sun Feb 02, 2025 10:53 am
Forum: Cash
Topic: iBonds / TreasuryDirect
Replies: 42
Views: 61205

Re: iBonds / TreasuryDirect

Given that Elon is now in the US Treasury IT infrastructure, I'm going to get fresh copies of my I-BOND values, and also my and my wife's Social Security statement, before they get stepped-on (accidentally or otherwise). Nothing more dangerous than having someone poke around in a live, production IT...
by ochotona
Wed Jan 29, 2025 8:50 am
Forum: Gold
Topic: The GOLD scream room
Replies: 3835
Views: 2204543

Re: The GOLD scream room

How big is the world's limited supply of Bitcoin?
by ochotona
Wed Jan 29, 2025 8:49 am
Forum: Cash
Topic: BOXX
Replies: 7
Views: 2593

Re: BOXX

dualstow wrote: Wed Jan 29, 2025 7:36 am Isn’t BIL still a fine choice if you don’t live in an income taxless state, let’s say a high-tax state?
Sure, but SGOV is better. Lower fees.
by ochotona
Tue Jan 28, 2025 8:07 pm
Forum: Politics
Topic: US Citizen / Military Vet detained in ICE raid
Replies: 47
Views: 7679

Re: US Citizen / Military Vet detained in ICE raid

yankees60 wrote: Tue Jan 28, 2025 5:13 pm On the Sunday new show -- This Week -- Chris Christie stated that Trump and Biden are the most selfish of presidents in his lifetime.
Agreed... because they are both Boomers (sort of... Biden born in 1942). It's too bad the Greatest Generation has past.
by ochotona
Tue Jan 28, 2025 9:47 am
Forum: Politics
Topic: US Citizen / Military Vet detained in ICE raid
Replies: 47
Views: 7679

Re: US Citizen / Military Vet detained in ICE raid

On the bright side, President Trump has done nothing yet that personally adversely affects me, my neighborhood, my family or 99.99% of the United States citizens. Lucky you. My wife's oncologist can no longer communicate with her colleagues at NIH. Her life depends on surfing the waves of the lates...
by ochotona
Tue Jan 28, 2025 9:45 am
Forum: Politics
Topic: US Citizen / Military Vet detained in ICE raid
Replies: 47
Views: 7679

Re: US Citizen / Military Vet detained in ICE raid

yankees60 wrote: Mon Jan 27, 2025 7:56 pm If you wrote a book in 2012 that had every detail of what has been Trump from the 2015 elevator appearance to today
And now they're going to collect all paper copies of said hypothetical book and burn them and scrub all references to it off of the Internet.
by ochotona
Mon Jan 27, 2025 8:15 am
Forum: Stocks
Topic: Stock scream room
Replies: 1517
Views: 802366

Re: Stock scream room

It's DeepSeek.
by ochotona
Mon Jan 27, 2025 8:07 am
Forum: Politics
Topic: Birthright citizenship
Replies: 50
Views: 7772

Re: Birthright citizenship

US, Canada, and Australia all treated non-Whites very brutally over time. We know how Australian aboriginals were treated - like sub-humans. They were analogs to our people of African ancestry. Non-white immigrants barred entry. I remember my parents told me that wanted to emigrate to US, Canada, or...
by ochotona
Mon Jan 27, 2025 7:52 am
Forum: Politics
Topic: Birthright citizenship
Replies: 50
Views: 7772

Re: Birthright citizenship

It is bizarre though that we would be talking about the birthright citizen status of Native Americans. Talk about paradox. It's not bizarre. It tracks perfectly with history. Ethnically cleanse to Oklahoma via the "Trail of Tears" where it is thought 15,000 died of exposure and starvation...
by ochotona
Sun Jan 26, 2025 10:42 am
Forum: Politics
Topic: US Citizen / Military Vet detained in ICE raid
Replies: 47
Views: 7679

Re: US Citizen / Military Vet detained in ICE raid

So you think this is going to escalate to extermination? ::) No, it's performative politics. But it has real consequences for some individuals and families. But since those people will be labeled as "a very small number" then it will characterized as All for The Greater Good . Not really ...
by ochotona
Sun Jan 26, 2025 10:30 am
Forum: Politics
Topic: Birthright citizenship
Replies: 50
Views: 7772

Re: Birthright citizenship

And let me remind everyone, for White people this is "interesting random Constitutional law questions". Have a convo, then return to your Sunday paper and crossword puzzle, and please pass the strawberry jam.

For others it's existential.
by ochotona
Sun Jan 26, 2025 10:28 am
Forum: Cash
Topic: BOXX
Replies: 7
Views: 2593

Re: BOXX

I hold quite a bit of BOXX. There is some chatter on Bogleheads about how it may not be legal, what it is doing. I'm no lawyer, so I don't know. But if there is ever an IRS ruling against AlphaArchitect, then BOXX ends up being taxed like BIL, which isn't bad for me... I live in an income taxless St...
by ochotona
Sat Jan 25, 2025 2:20 pm
Forum: Politics
Topic: US Citizen / Military Vet detained in ICE raid
Replies: 47
Views: 7679

Re: US Citizen / Military Vet detained in ICE raid

So... where should a Native American be deported to? 1, 2, 3,... the answer is... er... Navajo Citizens Facing Identity Challenges During ICE Deportation Raids The Trump administration’s intensified deportation efforts have created unexpected challenges for Navajo citizens living in urban areas like...
by ochotona
Sat Jan 25, 2025 10:40 am
Forum: Politics
Topic: US Citizen / Military Vet detained in ICE raid
Replies: 47
Views: 7679

Re: US Citizen / Military Vet detained in ICE raid

I had to bring my Passport (or equivalent) in to Texas DPS to get my DL renewed last month. If Real ID isn't enough for them, then lawsuit coming. They should know that.
by ochotona
Sat Jan 25, 2025 10:38 am
Forum: Politics
Topic: Mount McKinley or Denali
Replies: 15
Views: 9871

Re: Mount McKinley or Denali

The day before the inauguration I filled up my car at WalMart for $2.53 per gallon, regular unleaded. Let's see what gasoline costs in four years. This was on my Facebook Memories page today: So gas is up 2.3% compounded per annum, about like general inflation. For Trump to beat that, it has to be ...
by ochotona
Sat Jan 25, 2025 10:36 am
Forum: Politics
Topic: Mount McKinley or Denali
Replies: 15
Views: 9871

Re: Mount McKinley or Denali

dualstow wrote: Sat Jan 25, 2025 5:40 am I have an Iraqi friend who told me some years ago that they refer to the Persian Gulf as the Arabian Gulf. I guess I should have figured. O0
If you're ever in Saudi or UAE, you NEVER want to say "Persian Gulf" !