Search found 1308 matches
- Wed Mar 13, 2024 12:20 am
- Forum: Stocks
- Topic: What am I missing here?
- Replies: 15
- Views: 355
- Wed Mar 13, 2024 12:01 am
- Forum: Bonds
- Topic: What's the actual rationale for investing in long term bonds?
- Replies: 15
- Views: 468
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...
- Tue Mar 12, 2024 8:47 pm
- Forum: Stocks
- Topic: What am I missing here?
- Replies: 15
- Views: 355
Re: What am I missing here?
How does it look priced in other currencies inc gold and btc
- Tue Mar 05, 2024 8:25 pm
- Forum: Permanent Portfolio Discussion
- Topic: New interview with Craig Rowland
- Replies: 34
- Views: 1518
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.
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.
- Sat Mar 02, 2024 4:22 am
- Forum: Gold
- Topic: Gold Storage
- Replies: 6
- Views: 242
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.
Texas doesnt want to confiscate your gold but they might need it.
- Thu Feb 29, 2024 11:57 pm
- Forum: Stocks
- Topic: AI to the moon
- Replies: 2
- Views: 285
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 harder to ge...
- Thu Feb 29, 2024 4:17 am
- Forum: Other Discussions
- Topic: Interview on Exters pyramid
- Replies: 1
- Views: 90
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. Feeling some FO...
- Sun Feb 25, 2024 1:11 am
- Forum: Other Discussions
- Topic: Daily "Check In" Thread For Us
- Replies: 2201
- Views: 1112648
Re: Daily "Check In" Thread For Us
Whats the narrative about Trump there, considering hes the "no more wars" guy here
- Fri Feb 16, 2024 6:10 am
- Forum: Other Discussions
- Topic: Daily "Check In" Thread For Us
- Replies: 2201
- Views: 1112648
- Mon Feb 12, 2024 6:05 am
- Forum: Other Discussions
- Topic: Does high-interest policy constitute fiscal stimulus?
- Replies: 3
- Views: 239
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...
- Sat Feb 10, 2024 10:34 pm
- Forum: Other Discussions
- Topic: Does high-interest policy constitute fiscal stimulus?
- Replies: 3
- Views: 239
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.school/
Unrelated content. Held my attention for an hour but couldnt get all the way through: https://elan.school/
- Wed Feb 07, 2024 11:49 pm
- Forum: Permanent Portfolio Discussion
- Topic: Rebalancing and Timing
- Replies: 7
- Views: 420
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.
- Mon Feb 05, 2024 9:04 pm
- Forum: Other Discussions
- Topic: Should ESG Investing Be Criminalized?
- Replies: 8
- Views: 533
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...
- Sun Feb 04, 2024 1:13 am
- Forum: Other Discussions
- Topic: Should ESG Investing Be Criminalized?
- Replies: 8
- Views: 533
Re: Should ESG Investing Be Criminalized?
"You're misunderstanding anti-ESG laws. You absolutely have the right to invest your money wherever you like. The laws being passed against ESG money are related specifically to group retirement investments (where it's lots of people's money) and especially public group retirement investments like 4...
- Sat Feb 03, 2024 9:42 pm
- Forum: Gold
- Topic: Gold Avenue (an overseas storage option in Switzerland)
- Replies: 22
- Views: 1205
Re: Gold Avenue (an overseas storage option in Switzerland)
https://www.google.com/search?q=%22gold+avenue%22+reddit I like the idea of being able to show up and get your coins. Maybe Texas depository. IIRC Sofie made posts about Perth Mint getting hacked, and the director accidentally sent me emails once. And the government lost credibility http://forgifs.c...
- Sat Jan 27, 2024 9:54 pm
- Forum: Other Discussions
- Topic: Will following the tips of 'longevity gurus' really keep you healthy to 100? From walking barefoot and ice baths to pump
- Replies: 2
- Views: 663
Re: Will following the tips of 'longevity gurus' really keep you healthy to 100? From walking barefoot and ice baths to
Caloric restriction is the only thing proven in animals. Feels like its working for me, had a wart disappear when I went down to one meal a day at night. Sometimes a spoon of peanut butter mid-day. Adapt/adjust to always being hungry. Feels good eventually. Walking. Body's designed for it. Walk unti...
- Thu Jan 25, 2024 2:56 am
- Forum: Politics
- Topic: I know who I will be voting for President!
- Replies: 9
- Views: 1608
Re: I know who I will be voting for President!
^ not a joke. People want the drama, and they're gonna happily give up their right to protest to get it.
Why come u dont have tattoo https://www.youtube.com/watch?v=BdPmNM0IF7Y
Why come u dont have tattoo https://www.youtube.com/watch?v=BdPmNM0IF7Y
- Wed Jan 24, 2024 12:56 am
- Forum: Politics
- Topic: I know who I will be voting for President!
- Replies: 9
- Views: 1608
Re: I know who I will be voting for President!
If he condemns martial law/lockdowns he has my vote Watching the commies beg for an open border is getting as ridiculous as covid https://old.reddit.com/r/news/comments/19d8dw7/supreme_court_allows_federal_agents_to_cut_razor/ edit1: https://old.reddit.com/r/Conservative/comments/19e1yj9/based_texas...
- Wed Jan 24, 2024 12:45 am
- Forum: Permanent Portfolio Discussion
- Topic: I do not undestand the theory behind international PP at all
- Replies: 26
- Views: 17780
Re: I do not undestand the theory behind international PP at all
Emergency fund in local currency. Bag of global stocks (VTWAX). Bag of longest duration bonds you can find, from a stable enough issuer (prob US gov). Sell if rates near lower bound. (1.5%ish) Maybe gold as hyperinflation insurance. Or even better, real estate you can improve. Good enough for the wo...
- Thu Jan 18, 2024 3:54 am
- Forum: Permanent Portfolio Discussion
- Topic: I do not undestand the theory behind international PP at all
- Replies: 26
- Views: 17780
Re: I do not undestand the theory behind international PP at all
For those living outside US, what is the situation with American companies being allowed to operate. Uber, Amazon, Google, Facebook, Walmart, Tesla.
Are they increasing or decreasing in exposure/market share? Might be related to speculation abt reserve currency status
Are they increasing or decreasing in exposure/market share? Might be related to speculation abt reserve currency status
- Sat Jan 13, 2024 8:46 pm
- Forum: Permanent Portfolio Discussion
- Topic: I do not undestand the theory behind international PP at all
- Replies: 26
- Views: 17780
Re: I do not undestand the theory behind international PP at all
I'm tilted ex-US cuz my day job depends on US economy. More concerned abt return of capital than return on. It'll be the reserve currency until it isnt. "The Global Market Index (GMI) is an unmanaged benchmark (maintained by CapitalSpectator.com) that holds all the major asset classes (except cash) ...
- Fri Jan 05, 2024 7:39 pm
- Forum: Other Discussions
- Topic: Harry Dent: ‘Crash of a Lifetime’ Coming in 2024
- Replies: 15
- Views: 70180
Re: Harry Dent: ‘Crash of a Lifetime’ Coming in 2024
Fell for the narrative and bought a rental in 05 which everyone says was near peak of bubble. But even if I'd thought about the fundamentals, I would have been looking at prices and hand-wringing daily for ~3 years before prices fell below 05. Depending on how valuable your headspace is, might not b...
- Sat Dec 30, 2023 11:00 pm
- Forum: Other Discussions
- Topic: Harry Dent: ‘Crash of a Lifetime’ Coming in 2024
- Replies: 15
- Views: 70180
Re: Harry Dent: ‘Crash of a Lifetime’ Coming in 2024
question is how long will the Fed wait to step in (and why). IIRC there were only a few months to dump long bonds and buy stocks in 2020. They have the "legal" authority now that they didnt in 2009.
- Fri Dec 29, 2023 6:52 pm
- Forum: Permanent Portfolio Discussion
- Topic: 2023 Returns
- Replies: 25
- Views: 104812
Re: 2023 Returns
Classic 4x25!? Surely you must have a "variable" portfolio somewhere
- Sun Dec 24, 2023 9:48 pm
- Forum: Politics
- Topic: Putin Invades Ukraine II
- Replies: 1139
- Views: 800759
Re: Putin Invades Ukraine II
He certainly will, fits the narrative. Folks have a hard time accepting that good people do bad things and everyone has their price which is a lot lower than they think. And yeah thats mostly what I do, average the far-right and far-left takes and that's usually close to reality. Happy holidays! The...