Search found 1313 matches

by boglerdude
Thu Mar 21, 2024 11:16 pm
Forum: Stocks
Topic: Small Cap Value vs US Total Stock Market
Replies: 19
Views: 4536

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, daily. ...
by boglerdude
Thu Mar 21, 2024 11:05 pm
Forum: Other Discussions
Topic: Replacing Xfinity (Comcast) modem
Replies: 14
Views: 264

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: 2246
Views: 1145094

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 disease. Palm oi...
by boglerdude
Tue Mar 19, 2024 8:16 pm
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 2246
Views: 1145094

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: 7
Views: 3807

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: 572

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: 424

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: 1798

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: 268

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: 299

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: 100

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: 2246
Views: 1145094

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: 2246
Views: 1145094

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: 247

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: 247

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: 441

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: 553

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: 553

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: 1239

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: 669

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: 1645

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: 1645

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: 18537

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: 18537

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