Search found 266 matches

by Kevin K.
Wed Nov 25, 2020 1:51 pm
Forum: Bonds
Topic: LTT & HARRY BROWNE: Doug Casey Opines
Replies: 16
Views: 414

Re: LTT & HARRY BROWNE: Doug Casey Opines

I know this is just semantics/word parsing but I think a relatively important point. There is nothing to suggest the PP has lost it's mojo and there is nothing to suggest the LTT component is not acting exactly as would be expected. It has stood and still is standing the test of time. If i-rates go...
by Kevin K.
Wed Nov 25, 2020 1:44 pm
Forum: Bonds
Topic: LTT & HARRY BROWNE: Doug Casey Opines
Replies: 16
Views: 414

Re: LTT & HARRY BROWNE: Doug Casey Opines

... The PP itself is an artifact of particular times, interest rates, market conditions and limited investment options that no longer exist. I take it you mean the limits no longer exist, i.e. there are many more options now. Yeah, that's pretty much what I meant, but more specifically I'm referrin...
by Kevin K.
Tue Nov 24, 2020 10:36 pm
Forum: Bonds
Topic: LTT & HARRY BROWNE: Doug Casey Opines
Replies: 16
Views: 414

Re: LTT & HARRY BROWNE: Doug Casey Opines

This is getting silly. Current S & P dividend is 1.80%. Casey recommends T-bills as a substitute for LTT’s and I’m sure Browne would agree if he were still alive. Casey is just verifying what many others have said here. The principles behind the PP are permanent. The PP itself is an artifact of part...
by Kevin K.
Sun Nov 22, 2020 2:38 pm
Forum: Bonds
Topic: LTT & HARRY BROWNE: Doug Casey Opines
Replies: 16
Views: 414

Re: LTT & HARRY BROWNE: Doug Casey Opines

The part about switching out LTT’s for T bills starts at 3 minutes in.

https://youtu.be/GI5iUvrHhQ0
by Kevin K.
Sat Nov 14, 2020 1:28 pm
Forum: Permanent Portfolio Discussion
Topic: 5% guaranteed vs PP Results
Replies: 16
Views: 762

Re: 5% guaranteed vs PP Results

We're kind of back to the reasons why the GB makes sense as one possible evolutionary iteration of the PP. The PP allocates equal percentages of assets to address different macroeconomic challenges that aren't equally likely to happen and don't cost the same to insure against. LTT's are for deflatio...
by Kevin K.
Mon Nov 09, 2020 9:44 am
Forum: Variable Portfolio Discussion
Topic: Signing Off - Peace, Out
Replies: 33
Views: 927

Re: Signing Off - Peace, Out

Just wanted to chime in briefly to say I'm among those who regret the intrusion of political stuff into the financial discussions. And the fact that there is a separate forum for politics, not to mention the prevalent content there, just reinforces the stereotypes that many Bogleheads and other main...
by Kevin K.
Sat Oct 17, 2020 10:44 am
Forum: Gold
Topic: Perth Mint Article
Replies: 1
Views: 232

Re: Perth Mint Article

Great article Hal. Thanks for posting it!
by Kevin K.
Sat Oct 17, 2020 9:12 am
Forum: Bonds
Topic: Ray Dalio on Bonds
Replies: 142
Views: 6595

Re: Ray Dalio on Bonds

Yeah I understand that. It's just that with SCHO yielding .10% and 2+ years of duration and VUSXX at .06% I don't see much reward for the duration risk. I can almost see a better argument for 80 or 90% VUSXX and 20% TLT. While the latter ETF is a ticking time bomb if rates spike at least you get a m...
by Kevin K.
Fri Oct 16, 2020 5:27 pm
Forum: Bonds
Topic: Ray Dalio on Bonds
Replies: 142
Views: 6595

Re: Ray Dalio on Bonds

Great stuff as usual ahrunforthehills!

My only question about any of the allocations you mentioned is why own even short-term Treasury mutual funds or ETFs at this point:

https://seekingalpha.com/article/437625 ... ment-sense
by Kevin K.
Thu Oct 15, 2020 2:42 pm
Forum: Bonds
Topic: Ray Dalio on Bonds
Replies: 142
Views: 6595

Re: Ray Dalio on Bonds

Thanks for another great post ahrunforthehills! I'm not buying everything this guy is selling, but in support of your points: https://seekingalpha.com/article/4379154-fed-is-almost-out-of-u-s-treasuries-to-buy?utm_source=news.google.com&utm_medium=referral So yeah, I agree that spending cuts, tax in...
by Kevin K.
Wed Oct 14, 2020 7:16 pm
Forum: Cash
Topic: New iBond rate 1.68%
Replies: 1
Views: 329

New iBond rate 1.68%

New rate and an interesting strategy for buying them: https://seekingalpha.com/article/4379103-unique-opportunity-i-bonds-11-month-investment?mod=mw_quote_news Best option out there for cash it seems (if you can get past the 10K annual purchase limit and having to have a separate Treasury Direct acc...
by Kevin K.
Wed Oct 14, 2020 6:55 pm
Forum: Bonds
Topic: Even short-term Treasury funds make little sense now
Replies: 0
Views: 174

Even short-term Treasury funds make little sense now

Here's an interesting bookend to the "Do LTT's make sense anymore?" discussions:

https://seekingalpha.com/article/437625 ... ment-sense

The author gives proper credit to Vanguard an FIDO's Treasury MM funds. Too bad there aren't more good options.