Search found 425 matches

by InsuranceGuy
Sun Mar 07, 2021 1:48 pm
Forum: Other Discussions
Topic: Xan: Please remove my account/posts
Replies: 0
Views: 74

Xan: Please remove my account/posts

All - While it has been great to get to know many of you, I no longer wish to be associated with this forum. I formally request my account and all my posts be deleted. I came for the respectful and thoughtful conversations of which there seem to be less and less of. I am not excusing myself, if I ha...
by InsuranceGuy
Sun Mar 07, 2021 12:22 pm
Forum: Other Discussions
Topic: The Meme Thread
Replies: 130
Views: 4985

Re: The Meme Thread

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by InsuranceGuy
Sun Mar 07, 2021 11:59 am
Forum: Politics
Topic: Dr Seuss
Replies: 35
Views: 520

Re: Dr Seuss

... Nice strawman you have going there. I am criticizing private companies, they can do what they want, which of course is the Libertarian way. Notice I never advocated we get the government involved, simply that I am voting with my feet and advocate others do the same. Saying that freedom of speec...
by InsuranceGuy
Sun Mar 07, 2021 10:28 am
Forum: Politics
Topic: Dr Seuss
Replies: 35
Views: 520

Re: Dr Seuss

Who is banning books? Isn't this the Libertarian way? A private group, the estate of Dr. Seuss who owns all the books and decides which ones to publish, decided not to publish six books. The government played no role in this. I'm confused why professed Libertarians have a problem with this. Who is ...
by InsuranceGuy
Sun Mar 07, 2021 2:21 am
Forum: Politics
Topic: Dr Seuss
Replies: 35
Views: 520

Re: Dr Seuss

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by InsuranceGuy
Fri Mar 05, 2021 9:48 pm
Forum: Permanent Portfolio Discussion
Topic: Golden butterfly fifth asset
Replies: 8
Views: 255

Re: Golden butterfly fifth asset

I seem to recall that the last time I looked at adding a fixed 5th asset: mid cap stocks, micro cap stocks, and corporate bonds were among the best. I'm mostly trying to decide whether it makes sense to internationally diversify or not. I know almost 50 percent of SP 500 revenue comes from overseas...
by InsuranceGuy
Fri Mar 05, 2021 8:35 am
Forum: Permanent Portfolio Discussion
Topic: Golden butterfly fifth asset
Replies: 8
Views: 255

Re: Golden butterfly fifth asset

I seem to recall that the last time I looked at adding a fixed 5th asset: mid cap stocks, micro cap stocks, and corporate bonds were among the best.
by InsuranceGuy
Wed Mar 03, 2021 12:47 am
Forum: Other Discussions
Topic: The Meme Thread
Replies: 130
Views: 4985

Re: The Meme Thread

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by InsuranceGuy
Tue Mar 02, 2021 7:59 pm
Forum: Other Discussions
Topic: YouTube Junkie
Replies: 1068
Views: 231284

Re: YouTube Junkie

by InsuranceGuy
Sat Feb 27, 2021 5:24 pm
Forum: Permanent Portfolio Discussion
Topic: 33,3 + 33,3 +33,3 = USPP
Replies: 45
Views: 1189

Re: 33,3 + 33,3 +33,3 = USPP

all irrelevant for the most part ..... no one knows what we will see going foraward in this new normal It is merely hyperbole to say historical data is all irrelevant. While the past may not perfectly predict the future, it is at a minimum likely to be representative of possible future outcomes. In...
by InsuranceGuy
Sat Feb 27, 2021 10:06 am
Forum: Permanent Portfolio Discussion
Topic: 33,3 + 33,3 +33,3 = USPP
Replies: 45
Views: 1189

Re: 33,3 + 33,3 +33,3 = USPP

It's a fine portfolio. Has the exact same Sharpe Ratio as the PP and gives you about 1.2% CAGR points a year more. However, an even better portfolio is 50 stock and 25 each to LTTs and gold. Hi, what about MAX. DD ? O0 1970-2020 results using 10% rebalance bands: Base HBPP has 9.4% CAGR and -21.3% ...
by InsuranceGuy
Sat Feb 27, 2021 9:39 am
Forum: Variable Portfolio Discussion
Topic: mathjak's daytrading adventures
Replies: 901
Views: 59534

Re: mathjak's daytrading adventures

barrett - There are a lot of metrics which make a lot of sense to use real over nominal such as CAGR, sharpe, ulcer, etc which are long term and span muliple market regimes. On the other hand, a short term metric like drawdowns I have only ever seen measured in nominal terms. Inflation isn't measure...
by InsuranceGuy
Fri Feb 26, 2021 11:42 pm
Forum: Politics
Topic: Bombing Syria
Replies: 15
Views: 308

Re: Bombing Syria

Sorry guys, too much good material.

How things can change in 1 month...
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by InsuranceGuy
Fri Feb 26, 2021 10:47 pm
Forum: Variable Portfolio Discussion
Topic: mathjak's daytrading adventures
Replies: 901
Views: 59534

Re: mathjak's daytrading adventures

Go back to when gold imploded in the early 80s, it's right there. Of course before that gold had gone vertical for a couple of years. Investing/trading tip...when something goes vertical on a chart, it NEVER ends well. Beware annual or monthly smoothing effects. If you don't have daily data you don...
by InsuranceGuy
Fri Feb 26, 2021 5:50 pm
Forum: Variable Portfolio Discussion
Topic: mathjak's daytrading adventures
Replies: 901
Views: 59534

Re: mathjak's daytrading adventures

Everyone knows the PP has had a 29% max drawdown, right? Where are you getting 29%? I haven't seen anything that big in the portfolios history... I have not seen numbers to suggest that is the case either. With synthetic daily data the worst daily drawdown I see is -21.3% for 15/35 bands and -19.7%...
by InsuranceGuy
Fri Feb 26, 2021 5:13 pm
Forum: Politics
Topic: Bombing Syria
Replies: 15
Views: 308

Re: Bombing Syria

It’s a mostly peaceful drone strike, right?
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by InsuranceGuy
Wed Feb 24, 2021 10:30 am
Forum: Other Discussions
Topic: YouTube Junkie
Replies: 1068
Views: 231284

Re: YouTube Junkie

dualstow wrote:
Wed Feb 24, 2021 9:39 am
Michael Bolton on order flow O0

https://youtu.be/xiuMuvqCoXA
This is awesome!
by InsuranceGuy
Mon Feb 22, 2021 11:11 pm
Forum: Politics
Topic: Political Humor and Satire
Replies: 58
Views: 3132

Re: Political Humor and Satire

Anyone else see Biden mumble the n word today? https://www.youtube.com/watch?v=WIcAeZPviHI

Guessing this will not show up in the daily news cycle.
by InsuranceGuy
Fri Feb 19, 2021 9:46 am
Forum: Other Discussions
Topic: GME
Replies: 289
Views: 6684

Re: GME

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by InsuranceGuy
Fri Feb 19, 2021 9:18 am
Forum: Other Discussions
Topic: GME
Replies: 289
Views: 6684

Re: GME

RIght now on C-Span there is a live hearing of the House Committee on Financial Services. As I write this the Co-Founder and CEO of Robinhood is speaking. If you cannot watch it now you can later watch it any time on C-Span.org. I watched a lot of it throught the day on various channels. i thought ...
by InsuranceGuy
Wed Feb 17, 2021 10:39 am
Forum: Other Discussions
Topic: The Meme Thread
Replies: 130
Views: 4985

Re: The Meme Thread

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by InsuranceGuy
Mon Feb 15, 2021 2:32 pm
Forum: Other Discussions
Topic: COVID Cases Sharply Declining: Why This Is Worst Case Scenario
Replies: 128
Views: 2081

Re: COVID Cases Sharply Declining: Why This Is Worst Case Scenario

Then I guess I'm a bit confused about the point you're trying to make. In one of your previous posts, you said "People as a society react better when the messages are how things relate to them and protect them ..they are less responsive when it is something they have to do to protect someone else.....
by InsuranceGuy
Sun Feb 14, 2021 1:55 am
Forum: Other Discussions
Topic: The Meme Thread
Replies: 130
Views: 4985

Re: The Meme Thread

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by InsuranceGuy
Sat Feb 13, 2021 10:47 pm
Forum: Politics
Topic: $15 minimum wage
Replies: 21
Views: 447

Re: $15 minimum wage

The $1.00 and $1.25 today would be worth $8.55 and $10.69. If anything this actually understates the matter quite a bit. It is indeed true simply in pure CPI inflation-adjusted terms that a minimum wage of $1.25 an hour in 1963 was equal to around $10.65 in today's dollars; the minimum wage of $1.4...
by InsuranceGuy
Sat Feb 13, 2021 4:42 pm
Forum: Politics
Topic: $15 minimum wage
Replies: 21
Views: 447

Re: $15 minimum wage

I started working in 1967 at the then minimum wage of $1.40 an hour. Subsequently I've many times read that that was one of the peak minimum wages in terms of buying power. It would be worth $10.96 today. $15.00 today would be worth equal to $1.91 then. Next year I got a job with the post office (a...