They're probly fine. But I want to get paid to take on volatility, until I must have stability. Trying to sort out if holding PFIX and EDV together makes sense, since they cancel out. Thinking it does, PFIX has more upside and rising real rates will take down all other assets. They'll take down the ...

If you arent going to cap weight, you need to explain why Nvidia et al are mispriced by the investors looking at their numbers. Arnott's fund has slightly underperformed the market last 20 years. But theres always an issue with private managers front-running their funds when they know a rebalance is...

Morningstar charts dont show total return?

https://www.bogleheads.org/forum/viewto ... 3#p8316853

Tariffs. Companies have different margins. https://x.com/ImMeme0/status/1911513456249127332

^ yeah, no one wants those jobs. But millions of Americans need them. Including the unskilled immigrants we welcomed across the border.

https://www.youtube.com/watch?v=bfrKSTzY2mo

https://www.youtube.com/watch?v=jgCabQ_jZm8

"Tax on Corporate Profit Margins" finally someone says it. Funny cuz reddit loves corporate tax but they're in shambles over tariffs. Trump's not going to betray his megacorp donors....if markets drop more than 20% we'll get the printer. Well we better cuz Ive been bagholding EDV since Obama

Varies by individual. People who check their numbers weekly or more maybe should be more defensive/risk parity. I dunno if people do that out of fear or excitement though. Similarly I'm trying to figure out why some people love gambling. Drugs I understand. Are they thinking that if they can hit it ...

whats your take on Peak Oil

https://www.youtube.com/watch?v=dvxA5gi-fuM

Recession started April 2022 when they stopped printing. Lots are sitting empty in socal as developers wait for subsidized loans

dualstow wrote: ↑Fri Feb 28, 2025 7:49 am And with that, the ancient yet youthful creature frugal went back into the hollow
of the magic tree where he dwells, not to be seen again until the next solstice,
or a disturbance in the underpinnings of the Universe…

Google says this is Original Content

mathjak is doing that. https://www.early-retirement.org/thread ... os.120880/

https://www.bogleheads.org/forum/viewtopic.php?t=442932

The new all-weather ETF is doing that

Vanguard wont allow purchase of levered ETFs. IIRC you can get away with ALLW and PSLDX

We've seen the lengths they will go to, so that "they can just print money?" is not the narrative.

Humans consistently underestimate corruption, because they look in the mirror and see an angel who cant be bought They also cant handle the possibility that the covid narrative isnt exactly what they were told. Shatters too much faith in institutions. As Scott Adams said, people are watching differe...

Truth? Politics is information warfare. Vinny hasnt spent a lot of time arguing with women. An American asked a Soviet Professor “What are you doing in the United States?” The professor replied, “I'm here to study American Propaganda.” The American asked, “What propaganda?” The Soviet said “Exactly ...

r/Canada defines itself as non-American. socialized medicine, restricted rights to self-defense. Every day during the two weeks years of curfews they bragged about not having constitutional freedoms of religion or assembly. "Community first" collectivist/communist/socialist however you wan...

Doesn't credit Browne.

https://www.youtube.com/watch?v=M95m2EFb7IQ

Businesses do a good job charging consumers as much as they can pay. If Chinese EVs have a profit margin of 20% and US auto 10%, a 10% tariff on China might be a way to generate revenue. If China wants to give you EVs at nearly cost. . .take them. Exceptions for national security and food. Global Me...

2008 Fed printed billions and bought toxic MBS. Now the fed is paying banks 4.4% on that cash and the "pandemic" cash. Nice work if you can get it. What happens if they stop paying the banks? Bogleheads deleted my thread as too political and reddit deleted the replies https://old.reddit.co...

> Treated differently?

For one thing, my income is too low to use the non-refundable foreign tax credit. And freetaxusa cant process it.

And Fed's going to bailout US companies first. Chart is world vs US

Given how tribalism works I suppose ~700 million Chinese think communism is good economic policy

And I'm surprised Vinny can consider "MAGA" Elon a genius

Not much discussion https://www.bogleheads.org/forum/viewtopic.php?t=450970 https://www.lazyportfolioetf.com/allocation/ray-dalio-all-weather/ https://old.reddit.com/r/Bogleheads/comments/1j5gawp/ray_dalios_all_weather_etf/ ^ "1.7x 25/60/15 allocation" I think thats 25% stock, 60 long bond...

iduno abt inflation weakening, but the Fed has to buy those bonds when they print.

This money has to come from somewhere https://fred.stlouisfed.org/series/A091RC1Q027SBEA

drip drip https://www.youtube.com/watch?v=m4t9UvyGK0E

Unrelated content, explanation of volatility decay: https://old.reddit.com/r/investing/comm ... y/dgr3whi/

Anthrax is the only bioweapon because the spores can dry out. Even then its a poor and indiscriminate weapon. If conservatives swallow the bioweapon narrative then Trump can claim bird flu is another leak, lockdown again and finish off small business and the middle class. edit1 for substance https:/...

Mostly the usual investment-porn but points out that tariffs can cut the profits of the global oligarchs and they dont like that

https://www.youtube.com/watch?v=_zolT2xHEZk