Search found 1308 matches

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: 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...
by boglerdude
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
by boglerdude
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.
by boglerdude
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.
by boglerdude
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...
by boglerdude
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...
by boglerdude
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
by boglerdude
Fri Feb 16, 2024 6:10 am
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 2201
Views: 1112648

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
Image
by boglerdude
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...
by boglerdude
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/
by boglerdude
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.
by boglerdude
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...
by boglerdude
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...
by boglerdude
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...
by boglerdude
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...
by boglerdude
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
by boglerdude
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...
by boglerdude
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...
by boglerdude
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
by boglerdude
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) ...
by boglerdude
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...
by boglerdude
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.
by boglerdude
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
by boglerdude
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...