Search found 387 matches

by boglerdude
Thu Oct 03, 2019 11:12 pm
Forum: Other Discussions
Topic: Monarchism
Replies: 17
Views: 440

Re: Monarchism

Billionaires are our monarchy. Singapore pays pays public servants millions to reduce bribery. Not sure yet if I agree. https://en.wikipedia.org/wiki/Cabinet_of_Singapore

Why is the president allowed to hide his tax returns, if youre not willing to be transparent dont run for office.
by boglerdude
Fri Sep 27, 2019 8:27 pm
Forum: Other Discussions
Topic: Ukranian phone call
Replies: 37
Views: 1027

Re: Ukranian phone call

Politics as usual. We just have social media now. Whats funny about human nature is we act outraged when an injustice to Our Guy happens, but would be fine with impeachment even if facts had to be "stretched a little." People cant admit that when it suits them, two wrongs make a right. Is the rest o...
by boglerdude
Thu Sep 26, 2019 2:59 am
Forum: Permanent Portfolio Discussion
Topic: Mish Shedlock Recommends the Permanent Portfolio
Replies: 2
Views: 287

Re: Mish Shedlock Recommends the Permanent Portfolio

Shame he moved to moneymaven. Which scripts on that site can I block and still have comments work
by boglerdude
Tue Sep 24, 2019 9:52 pm
Forum: Bonds
Topic: Treasury Yield Curve - June 3 2019
Replies: 24
Views: 4334

Re: Treasury Yield Curve - June 3 2019

NIRP is good, means there's a savings glut. Japan/germany are rich countries with a high quality of life. Dont be mad cuz you cant have the risk free return that you used to get with high population growth

http://bilbo.economicoutlook.net/blog/?p=31715
by boglerdude
Tue Sep 24, 2019 1:43 am
Forum: Cash
Topic: Cracks emerging in money markets?
Replies: 46
Views: 1777

Re: Cracks emerging in money markets?

https://fred.stlouisfed.org/graph/?g=mc6A

Looks like a lot of e-cash sitting around compared to before 08. Thats still not enough liquidity?
by boglerdude
Tue Sep 24, 2019 1:38 am
Forum: Stocks
Topic: DIY individual stock fund
Replies: 43
Views: 1252

Re: DIY individual stock fund

> How much can the FAANG stocks really grow from here when they already have trillion-dollar market caps?

This is Arnott's shtick, check out the RAFI funds

https://ritholtz.com/2018/07/mib-gettin ... ob-arnott/
by boglerdude
Mon Sep 23, 2019 2:17 am
Forum: Gold
Topic: The GOLD scream room
Replies: 2610
Views: 467827

Re: The GOLD scream room

Wouldnt gold work better as money if there were no mining? Its supposed to be a stable benchmark against which to price everything else
by boglerdude
Thu Sep 19, 2019 11:37 pm
Forum: Permanent Portfolio Discussion
Topic: Gold / Stock / Bonds at highs or near highs?
Replies: 65
Views: 2847

Re: Gold / Stock / Bonds at highs or near highs?

I started the PP just before Trumps election and EDV got crushed by the inflation expectations Yeah everything looks expensive right now, but long term rates will probably go lower just like the rest of the world. Gold would go higher with negative rates, as a way to store value. Have a mortgage you...
by boglerdude
Wed Sep 18, 2019 4:05 am
Forum: Permanent Portfolio Discussion
Topic: Contrarianism
Replies: 6
Views: 392

Re: Contrarianism

Value investors mocked the Facebook IPO, but it's outperformed?

https://www.businessinsider.com/faceboo ... ary-2018-5
by boglerdude
Wed Sep 18, 2019 1:15 am
Forum: Permanent Portfolio Discussion
Topic: How many brokerage firms are you using?
Replies: 40
Views: 1583

Re: How many brokerage firms are you using?

thats the idea, companies where market sentiment is bad but fundamentals are good

But now everyone's looking for that. I wonder how much Arnott and Swedroe make every year from our fees?
by boglerdude
Wed Sep 18, 2019 1:05 am
Forum: Stocks
Topic: Stock scream room
Replies: 758
Views: 149166

Re: Stock scream room

PP drama xD 20% VP means you keep adding to it if it goes down. Go ahead and gamble, just call it gambling. Some poker players are better than others right What Browne, Shiller etc think is just appeal to authority. We cant all get PhDs in technical analysis and make money because its zero sum. Unle...
by boglerdude
Fri Sep 13, 2019 9:56 pm
Forum: Stocks
Topic: Stock scream room
Replies: 758
Views: 149166

Re: Stock scream room

The world is gray, these categories blend. Investing (eg Buffett): Studying a company and being ~80% sure it will profitable. You have all the information. Safe bets. Good ideas get funded and everyone wins. You cant be Buffett because he has a seat in all the boardrooms. pseudo-investing (eg Dalio,...