Search found 1320 matches

by boglerdude
Fri Apr 26, 2024 4:33 am
Forum: Bonds
Topic: Just made a purchase at 5.088 for 30 year LTTs
Replies: 22
Views: 5515

Re: Just made a purchase at 5.088 for 30 year LTTs

Vanguard funds:

Money market 5.27%

Intermediate treasury 4.5%, 5 year duration

LTT 4.46%, 15 year duration

EDV 4.87%, 25 year duration

What does inverted yield curve mean for PP theory. When would it make sense to shorten duration
by boglerdude
Thu Apr 25, 2024 11:56 pm
Forum: Gold
Topic: Why the big move in gold?
Replies: 84
Views: 77149

Re: Why the big move in gold?

This seems not good. Is Buffett wrong about how much better owning businesses is, vs an asset that does nothing?
by boglerdude
Thu Apr 25, 2024 11:52 pm
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 2319
Views: 1442833

Re: Daily "Check In" Thread For Us

> Let me know if there's anything else I can do for you

dark skin? nighteye.app works but then messes up other sites, even when disabled.
by boglerdude
Sun Apr 14, 2024 9:17 pm
Forum: Variable Portfolio Discussion
Topic: BTC in the PP
Replies: 239
Views: 126359

Re: BTC in the PP

“99% of crypto is absolute garbage. I wouldn't touch it. I think the other 1% will change the world.”
by boglerdude
Sat Apr 13, 2024 9:10 pm
Forum: Politics
Topic: Taxes
Replies: 25
Views: 855

Re: Taxes

That teen (or a senior, or an unskilled immigrant) wont have jobs when socialists force $30/hour min wage. And when they ban evictions again...
by boglerdude
Sat Apr 13, 2024 8:36 pm
Forum: Gold
Topic: Why the big move in gold?
Replies: 84
Views: 77149

Re: Why the big move in gold?

"pmbug" sounds like a seller and they're fanatical about banning promotions. You could message the mods but you're not missing much. The personal finance section is good. Investing forum is the same endless discussions about tilting 6% or 6.2% to international/factors/metals
by boglerdude
Thu Apr 04, 2024 11:28 pm
Forum: Other Discussions
Topic: Forum errors
Replies: 12
Views: 482

Re: Forum errors

Gonna need a dark skin option. Took 20 years, but every site offers it now including windows 11 file explorer/desktop

Tanks
by boglerdude
Thu Mar 21, 2024 11:16 pm
Forum: Stocks
Topic: Small Cap Value vs US Total Stock Market
Replies: 19
Views: 6057

Re: Small Cap Value vs US Total Stock Market

Buffett can tour a factory and get insider info. He defines value as great companies that are underpriced. Guru quants eg Asness & Arnott define value as bad/underperforming based on a few metrics like price to book. We are competing with millions of investors poring over public data online, dai...
by boglerdude
Thu Mar 21, 2024 11:05 pm
Forum: Other Discussions
Topic: Replacing Xfinity (Comcast) modem
Replies: 14
Views: 552

Re: Replacing Xfinity (Comcast) modem

Get a handyman off Nextdoor to run ethernet cable. And fix whatever else around the house.

https://www.reddit.com/r/networking/com ... i_is_half/
by boglerdude
Tue Mar 19, 2024 8:33 pm
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 2319
Views: 1442833

Re: Daily "Check In" Thread For Us

"Palm oil, palm kernel oil, and coconut oil — the so-called tropical oils — got a bad reputation because they're high in saturated fat, which has long been linked to heart disease. Saturated fat boosts "bad" LDL cholesterol and triglycerides, both of which are risk factors for heart d...
by boglerdude
Tue Mar 19, 2024 8:16 pm
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 2319
Views: 1442833

Re: Daily "Check In" Thread For Us

Most peanut butter has palm oil in it which some dont trust. Check the label for just peanuts and salt as ingredients. Leave it upside down overnight, then stir and store in fridge

Smith, coffee is very hard on the guts...
by boglerdude
Tue Mar 19, 2024 8:10 pm
Forum: Bonds
Topic: Just made a purchase at 5.088 for 30 year LTTs
Replies: 22
Views: 5515

Re: Just made a purchase at 5.088 for 30 year LTTs

+ if they're buying Jerome Powell dinner (on their yacht) and he tells them he's cutting in June, they arent telling you until after they're positioned.
by boglerdude
Wed Mar 13, 2024 12:01 am
Forum: Bonds
Topic: What's the actual rationale for investing in long term bonds?
Replies: 15
Views: 942

Re: What's the actual rationale for investing in long term bonds?

https://www.morningstar.com/etfs/arcx/edv/chart LTTs are for when stocks crash. Yes, the purchasing power of cash and gold might go up too. LTTs might need a caveat since the PP was invented. You should be prepared to rebalance when rates fall dramatically and might not want to hold them at all when...
by boglerdude
Tue Mar 12, 2024 8:47 pm
Forum: Stocks
Topic: What am I missing here?
Replies: 15
Views: 723

Re: What am I missing here?

How does it look priced in other currencies inc gold and btc
by boglerdude
Tue Mar 05, 2024 8:25 pm
Forum: Permanent Portfolio Discussion
Topic: New interview with Craig Rowland
Replies: 36
Views: 2967

Re: New interview with Craig Rowland

> an emergency might force me to spend it all

yeah, experimental cancer treatment or something.

And if you can borrow more than you need, when the Fed starts buying mortgages again, thats more inflation protection.
by boglerdude
Sat Mar 02, 2024 4:22 am
Forum: Gold
Topic: Gold Storage
Replies: 6
Views: 428

Re: Placement of cash (vs other PP assets)

Singapore and Switzerland might like to confiscate your gold but they dont need it.

Texas doesnt want to confiscate your gold but they might need it.
by boglerdude
Thu Feb 29, 2024 11:57 pm
Forum: Stocks
Topic: AI to the moon
Replies: 2
Views: 394

Re: AI to the moon

Next step in the downsizing and consolidation plan after work from home. Now youre easily laid off or replaced by someone ex-US. I'll eat my hat when "AI" does something other than try to steer narratives. Hotmail's junk filter is dumber than ever. The customer service chat bots make it ha...
by boglerdude
Thu Feb 29, 2024 4:17 am
Forum: Other Discussions
Topic: Interview on Exters pyramid
Replies: 1
Views: 141

Re: Interview on Exters pyramid

https://old.reddit.com/r/unitedforsoundmoney/comments/1aknupf/exters_inverted_pyramid_of_risk_the_pyramid/ Land seems underrated. People dont need gold. Can barter with "real bills" ie receipts for oil, land, commodities. https://en.wikipedia.org/wiki/Real_bills_doctrine BTC surging. Feeli...
by boglerdude
Sun Feb 25, 2024 1:11 am
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 2319
Views: 1442833

Re: Daily "Check In" Thread For Us

Whats the narrative about Trump there, considering hes the "no more wars" guy here
by boglerdude
Fri Feb 16, 2024 6:10 am
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 2319
Views: 1442833

Re: Daily "Check In" Thread For Us

^ matchbook in wallet and matchbook on top of toilet tank. When match burns down to stub, extinguish with water in palm of hand so you dont set trash on fire.

Unrelated content
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by boglerdude
Mon Feb 12, 2024 6:05 am
Forum: Other Discussions
Topic: Does high-interest policy constitute fiscal stimulus?
Replies: 3
Views: 317

Re: Does high-interest policy constitute fiscal stimulus?

Only thing I'm 100% sure of is Vinny. Housing affordability is record low. But why should low skill labor get increased real wages. Automation and immigration is increasing. Wage gap narrowing might be explained by less productive (overpaid) degreed folk getting demoted by work from home. Comment se...
by boglerdude
Sat Feb 10, 2024 10:34 pm
Forum: Other Discussions
Topic: Does high-interest policy constitute fiscal stimulus?
Replies: 3
Views: 317

Re: Does high-interest policy constitute fiscal stimulus?

Economy is "booming" because government boot is off its neck. And low-skill real wages got cut by whatever amount they increased the money supply minus the mandated increases in min wage. Unrelated content. Held my attention for an hour but couldnt get all the way through: https://elan.sch...
by boglerdude
Wed Feb 07, 2024 11:49 pm
Forum: Permanent Portfolio Discussion
Topic: Rebalancing and Timing
Replies: 7
Views: 646

Re: Rebalancing and Timing

In theory rebalance daily. If you want more growth rebalance less often as stocks will likely do better long term. When long bonds get down to 1% its another conversation.
by boglerdude
Mon Feb 05, 2024 9:04 pm
Forum: Other Discussions
Topic: Should ESG Investing Be Criminalized?
Replies: 8
Views: 701

Re: Should ESG Investing Be Criminalized?

Surowiecki's finance column in the New Yorker was great in the 90s. And his book https://en.wikipedia.org/wiki/The_Wisdom_of_Crowds Article looks like meat for the blue base. Find something dumb someone on the far-right (or far left) did and amplify it with social media. Cant be fixed. Most people w...