Search found 2879 matches

by mathjak107
Sat Sep 19, 2020 1:03 pm
Forum: Variable Portfolio Discussion
Topic: 60-40 Portfolio Won't Prepare Investors for Retirement
Replies: 11
Views: 208

Re: 60-40 Portfolio Won't Prepare Investors for Retirement

Most plans don’t allow in service rollovers I'm working with one that is. And, when I was looking for a retirement plan for my employer within the last year, if we'd chosen a 401(k), I would have allowed it. What are the reasons why you believe an employer would not want to allow it? Vinny what the...
by mathjak107
Sat Sep 19, 2020 5:24 am
Forum: Other Discussions
Topic: Tipping Point: Why Ken Fisher's Lewd Remarks Matter
Replies: 4
Views: 75

Re: Tipping Point: Why Ken Fisher's Lewd Remarks Matter

"Fisher described prospecting for new clients like “going up to a girl in a bar … going up to a woman in a bar and saying, ‘Hey, I want to talk about what’s in your pants,’” Never heard that expression. what point was he trying to make if i remember it was the fact people don't like talking about t...
by mathjak107
Sat Sep 19, 2020 3:35 am
Forum: Variable Portfolio Discussion
Topic: 60-40 Portfolio Won't Prepare Investors for Retirement
Replies: 11
Views: 208

Re: 60-40 Portfolio Won't Prepare Investors for Retirement

Most plans don’t allow in service rollovers I'm working with one that is. And, when I was looking for a retirement plan for my employer within the last year, if we'd chosen a 401(k), I would have allowed it. What are the reasons why you believe an employer would not want to allow it? Vinny what the...
by mathjak107
Fri Sep 18, 2020 2:55 pm
Forum: Variable Portfolio Discussion
Topic: 60-40 Portfolio Won't Prepare Investors for Retirement
Replies: 11
Views: 208

Re: 60-40 Portfolio Won't Prepare Investors for Retirement

Most plans don’t allow in service rollovers
by mathjak107
Thu Sep 17, 2020 5:14 pm
Forum: Bonds
Topic: Does it make sense to buy long bonds now?
Replies: 19
Views: 570

Re: Does it make sense to buy long bonds now?

at least 2 to 2-1/2% in rates and even then I need to evaluate..it was a 40 year drop to get here ....the return trip back up may not stop for quite a long time .
by mathjak107
Wed Sep 16, 2020 5:22 am
Forum: Permanent Portfolio Discussion
Topic: mathematics-and-implementation-of-harry-brownes-permanent-portfolio
Replies: 3
Views: 192

Re: mathematics-and-implementation-of-harry-brownes-permanent-portfolio

i looked at that article and stopped . it made my hair hurt .
by mathjak107
Mon Sep 14, 2020 4:37 am
Forum: Bonds
Topic: Hoisington on why low rates can still go lower
Replies: 11
Views: 505

Re: Hoisington on why low rates can still go lower

aint nothing here deflating ...everything is going up in price to compensate for losses in business
by mathjak107
Mon Sep 14, 2020 3:20 am
Forum: Permanent Portfolio Discussion
Topic: Bonds and the PP -- still make sense?
Replies: 59
Views: 2201

Re: Bonds and the PP -- still make sense?

I'm thinking about getting a mortgage. Isn't that basically shorting the dollar, with leverage? actually a mortgage is neutral by itself .. it is what you buy with it that is the investment with leverage ... as an example , if i bought bonds with that mortgage money the mortgage is not an inflation...
by mathjak107
Sun Sep 13, 2020 5:08 pm
Forum: Permanent Portfolio Discussion
Topic: Bonds and the PP -- still make sense?
Replies: 59
Views: 2201

Re: Bonds and the PP -- still make sense?

Big difference though with the bonds .....we hit the ground floor ..it is not just business as usual and rates fall ....this time and this close to zero may very well be the this time is different scenario .....it is a totally different game in my opinion
by mathjak107
Sun Sep 13, 2020 3:25 pm
Forum: Permanent Portfolio Discussion
Topic: Bonds and the PP -- still make sense?
Replies: 59
Views: 2201

Re: Bonds and the PP -- still make sense?

We can’t make assumptions about what Harry would or wouldn’t do ....but we can draw our own conclusions based on all the info out there ..discussing Harry’s moves today is irrelevant , he ain’t here. We are pretty much on our own here ....we all need to decide for ourselves and not count on what Har...
by mathjak107
Sun Sep 13, 2020 7:42 am
Forum: Permanent Portfolio Discussion
Topic: Bonds and the PP -- still make sense?
Replies: 59
Views: 2201

Re: Bonds and the PP -- still make sense?

If you look at short timeframes on the order of days or a few months, I agree. If you look at longer timeframes on the order of a couple of years or more, I think PP assets moving together tend to eventually separate and go their own ways again. I think that using TIME as a factor oversimplifies th...
by mathjak107
Sat Sep 12, 2020 6:39 pm
Forum: Bonds
Topic: Can Long-Term Bond Rates Go Any Lower?
Replies: 7
Views: 357

Re: Can Long-Term Bond Rates Go Any Lower?

[quote=Smith1776 post_id=205649 time=1599952232 user_id=2796]
My 2025 prediction is that LTT rates will be at negative 7%. ^-^ ^-^ ^-^ ^-^ ^-^ ^-^
[/quote]

I will go with long term rates around 3% . Hopefully not any higher than that