Search found 1562 matches

by boglerdude
Mon Jan 12, 2026 8:16 pm
Forum: Permanent Portfolio Discussion
Topic: 💼 Cash Management in HB-PP: To Rebalance or Not? 🔄
Replies: 23
Views: 732

Re: 💼 Cash Management in HB-PP: To Rebalance or Not? 🔄

But NOW, cuz Drump, government is corrupt and its ok to question the government and how they measure inflation
by boglerdude
Mon Jan 12, 2026 3:52 am
Forum: Other Discussions
Topic: YouTube Junkie
Replies: 1351
Views: 1166451

Re: YouTube Junkie

https://www.youtube.com/watch?v=KckGHaBLSn4 The esteemed academic bankers join the social media circus. reddit commies cheering Powell who doubled their rent. He's done as chair anyway in May and distancing from the next round of inflation. prob explains gold's run. He and Trump and all the oligarch...
by boglerdude
Thu Jan 08, 2026 11:23 pm
Forum: Politics
Topic: Austin Petersen
Replies: 6
Views: 309

Re: Austin Petersen

The wives debate pronouns. Switzerland is the origin of "you will own nothing and be happy" they've never been neutral
by boglerdude
Thu Jan 08, 2026 11:20 pm
Forum: Permanent Portfolio Discussion
Topic: 💼 Cash Management in HB-PP: To Rebalance or Not? 🔄
Replies: 23
Views: 732

Re: 💼 Cash Management in HB-PP: To Rebalance or Not? 🔄

ibonds are cash. we're only getting a return on long bonds if they do QE. No one needs to borrow your money and give you a real return. Government took your low risk returns by taking over student loans and mortgages. On top of that, shrinking skilled labor pool
by boglerdude
Thu Jan 08, 2026 1:20 am
Forum: Politics
Topic: Austin Petersen
Replies: 6
Views: 309

Re: Austin Petersen

All political philosophies are over-simplifications of complex reality, and try to avoid the fact that human nature isn't good. ergo communism is a non-starter, and libertarians hesitate to accept that sometimes you have to bomb savages. Most important scene in film but I haven't watched the full mo...
by boglerdude
Wed Jan 07, 2026 1:32 am
Forum: Bonds
Topic: Safe-Haven Status
Replies: 1
Views: 227

Re: Safe-Haven Status

china hitting middle income trap. They're pissed that growth is slowing and tariffs mostly targeting CCP is poking the (pooh)bear. Now we find out if they'll simmer down like Japan did after their bubble. Or try to grab resources...
by boglerdude
Tue Jan 06, 2026 1:30 am
Forum: Gold
Topic: Did I make a mistake by investing in GLD?
Replies: 18
Views: 1128

Re: Did I make a mistake by investing in GLD?

Dividends are priced in to what you pay up front for the asset. You can hold vacant land in an urban core and if you guess demographics right, goes up. (and why we need a Georgist land value tax) unrelated content, commies in shambles. Socialist paradise questions The Science? https://old.reddit.com...
by boglerdude
Fri Jan 02, 2026 11:27 pm
Forum: Stocks
Topic: Global Stock ETFs
Replies: 4
Views: 422

Re: Global Stock ETFs

ex-US just HAD a big run up. Foreign tax credit is a nuisance. Gold is global exposure. India and China dont necessarily let you have a slice. https://old.reddit.com/r/ValueInvesting/comments/1m6s5bs/give_me_a_reason_not_to_invest_in_the_chinese/ https://www.bogleheads.org/forum/viewtopic.php?t=4092...
by boglerdude
Thu Jan 01, 2026 9:34 pm
Forum: Permanent Portfolio Discussion
Topic: Free eBook: Charles Gave’s Strategy for Optimizing the Permanent Portfolio
Replies: 14
Views: 1033

Re: Free eBook: Charles Gave’s Strategy for Optimizing the Permanent Portfolio

No ones going to have money to buy when AI takes the jobs. And "AI" is outsourcing, there are billions of people who want white collar jobs in the West. The data centers are only to record everything you do online
by boglerdude
Tue Dec 23, 2025 2:09 am
Forum: Gold
Topic: The GOLD scream room
Replies: 4061
Views: 3202500

Re: The GOLD scream room

"Across the last 5 decades, that puts the Nikkei and gold priced in Yen virtually neck and neck in terms of gains for Japanese investors and savers, rising 811% and 818% respectively since the start of 1974" https://www.bullionvault.com/gold-news/market-fundamentals/japan-nikkei-gold-price...
by boglerdude
Sat Dec 20, 2025 3:00 am
Forum: Permanent Portfolio Discussion
Topic: NTSX and slight Golden Butterfly Lever
Replies: 3
Views: 628

Re: NTSX and slight Golden Butterfly Lever

Build an ADU and borrow against the value to invest. Add value.

https://old.reddit.com/r/LETFs/
by boglerdude
Tue Dec 02, 2025 3:58 am
Forum: Permanent Portfolio Discussion
Topic: Why so quiet?
Replies: 19
Views: 2120

Re: Why so quiet?

Since people keep asking, conservatives/contrarians were directly and indirectly banned/shunned during the 2020 debt jubilee and cover-story. https://old.reddit.com/r/ChurchOfCOVID/comments/1p7vwy6/remember_when_they_where_over_counting_the/ Should have had a "surge" in new members during ...
by boglerdude
Fri Nov 21, 2025 11:49 pm
Forum: Stocks
Topic: US stock exposure without severe Mag Seven overconcentration
Replies: 13
Views: 72301

Re: US stock exposure without severe Mag Seven overconcentration

I'm underweight stock. But the AI bubble might not be, if it fuels a drone-swarm war. And/or there's timing the bailout, we only had about a month in 2020 to buy the dip. My top concern remains the Fed walking away from long bonds and funding government with only short duration forever. But I think ...
by boglerdude
Tue Nov 11, 2025 5:07 am
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 3325
Views: 3017248

Re: Daily "Check In" Thread For Us

All comics evolve into Carlin with political clapter rants. Or Leno with the same set for 30 years and scrubbing the vids from social media. Its impossible to write years worth of clever jokes, Hedberg was the best and the depression killed him when he realized you need to be a showman not a writer....
by boglerdude
Fri Oct 17, 2025 1:11 am
Forum: Gold
Topic: The GOLD scream room
Replies: 4061
Views: 3202500

Re: The GOLD scream room

Surprised zerohedge links arent blocked on bogleheads. But 100% chance someone will comment its a conspiracy site. 70s was a proxy war with China too. edit1: "You can speculate on the prices of gold and bitcoin, but they are neither equity nor fixed income assets and should not be considered a ...
by boglerdude
Tue Oct 14, 2025 12:55 am
Forum: Politics
Topic: Left wing economics
Replies: 20
Views: 39874

Re: Left wing economics

Everyone reading 1984 but few will change their mind about 2020.

My 90s Stanford undergrad experience didnt feel socialist, but there was never a mention of Rand, Libertarianism, or what inflation is.

https://www.youtube.com/watch?v=wlONOh_iUXY
https://www.youtube.com/watch?v=DDD_N6ZcCV4

o.o
by boglerdude
Tue Oct 14, 2025 12:48 am
Forum: Bonds
Topic: A new ETF for 30 year bonds
Replies: 5
Views: 5854

Re: A new ETF for 30 year bonds

TMF Leveraged long bonds. I'm too much of a coward to do it but HEFA is how OG hedge funds got rich. You count on the bailout.

https://old.reddit.com/r/LETFs/comments ... _improved/
by boglerdude
Fri Oct 10, 2025 11:01 pm
Forum: Variable Portfolio Discussion
Topic: BTC in the PP
Replies: 488
Views: 863763

Re: BTC in the PP

> he'd give me a 10% discount for paying in bitcoin What I'm watching for in terms of adoption, but as social trust erodes I'm inclined to use credit cards where you can dispute. There's a problem unfolding in CA with the state not paying out "inflation act" rebates and the HVAC guys are g...
by boglerdude
Fri Oct 10, 2025 10:55 pm
Forum: Permanent Portfolio Discussion
Topic: 💰 What Percentage of Bitcoin Fits into a Permanent Portfolio?
Replies: 4
Views: 27386

Re: 💰 What Percentage of Bitcoin Fits into a Permanent Portfolio?

Are all four classes equally volatile. If you have 100 year duration bonds should that be 25%
by boglerdude
Thu Oct 09, 2025 4:12 am
Forum: Variable Portfolio Discussion
Topic: BTC in the PP
Replies: 488
Views: 863763

Re: BTC in the PP

Not anytime soon, wealth exodus from China may accelerate
by boglerdude
Wed Oct 08, 2025 12:33 am
Forum: Gold
Topic: How to sell gold bullion?
Replies: 12
Views: 37350

Re: How to sell gold bullion?

Scams are up in LA county (I have another fun story like the car dealer). And AI is faking profiles and reviews. Meanwhile PHYS trades in a narrow range, unlike EDV. If you get enraged by overpaying a little like I do
by boglerdude
Mon Oct 06, 2025 9:06 pm
Forum: Gold
Topic: How to sell gold bullion?
Replies: 12
Views: 37350

Re: How to sell gold bullion?

Whats to stop them from saying you mailed yellow tungsten. And for that matter why wouldnt you
by boglerdude
Mon Oct 06, 2025 1:30 am
Forum: Other Discussions
Topic: YouTube Junkie
Replies: 1351
Views: 1166451

Re: YouTube Junkie

Keen, Mosler and the MMT crew made names for themselves calling economists dumb but the Krugman types just dont want people knowing money can be printed. When AI gets bailed out we'll see what the narrative is this time. something something Trump. IIRC craigr said Trump would be brought in to take t...
by boglerdude
Thu Oct 02, 2025 12:58 am
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 3325
Views: 3017248

Re: Daily "Check In" Thread For Us

A chunk of the "I dont trust CPI or covid (response)" crowd are crazy. Or are they...technovelist is rich by now eh? Its difficult to balance cynicism/realism with paranoia. They ARE out to get you. But its business not personal In other news, six months after I applied the approved contra...
by boglerdude
Mon Sep 29, 2025 10:47 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 4061
Views: 3202500

Re: The GOLD scream room

"the [Trump] administration seems to take the approach that grift and corruption was problematic because it wasn't being done openly and brazenly enough... The cover up was the real sin" Well, yes. Imagining politicians and Megacorp have our best interest in mind gave us "covid"....