Search found 409 matches

by pmward
Fri Aug 23, 2019 6:03 pm
Forum: Other Discussions
Topic: Will Trump be Re-elected?
Replies: 419
Views: 29129

Re: Will Trump be Re-elected?

flyingpylon wrote:
Fri Aug 23, 2019 5:25 pm
Do “stocks” = “the economy”?

There are some that say there’s a big difference between Wall Street and Main Street.

Just throwin’ it out there.
Stocks and the economy are highly correlated. Both are looking very weak right now, and it's entirely one man's fault.
by pmward
Fri Aug 23, 2019 4:23 pm
Forum: Other Discussions
Topic: Will Trump be Re-elected?
Replies: 419
Views: 29129

Re: Will Trump be Re-elected?

Trumpypoo just signaled 5% increased tariffs on all existing goods (25%-30%), and the new goods slated for Sept 1 (10%-15%). He is just not going to stop until the U.S. economy is in shambles. What a fool. He is literally single handedly bringing our economy to its knees. January 2018: "The economy ...
by pmward
Thu Aug 22, 2019 6:03 pm
Forum: Permanent Portfolio Discussion
Topic: Portfolio for European investor
Replies: 3
Views: 606

Re: Portfolio for European investor

- A lot of people express that gold is less useful for Europan PP than for USA PP. As far as I'm aware, gold has been working just as well as it should for EU investors with all the financial repression going on over there lately. Gold has returned more to you than it has to us the last few years. ...
by pmward
Wed Aug 21, 2019 10:43 am
Forum: Variable Portfolio Discussion
Topic: REITs
Replies: 18
Views: 1214

Re: REITs

But I'm leaning towards this: 20% Total Stock Market 20% Small Cap Value 20% Long Term Treasuries 20% Gold 10% REITs 10% Short Term Treasuries If I were to B&H, I would probably do something similar. I might be more likely to make a small modification only because I tend to favor equities: 20% Tota...
by pmward
Tue Aug 20, 2019 7:37 pm
Forum: Variable Portfolio Discussion
Topic: REITs
Replies: 18
Views: 1214

Re: REITs

"Final" is a strong word. I always have an open mind to new information. But I'm leaning towards this: 20% Total Stock Market 20% Small Cap Value 20% Long Term Treasuries 20% Gold 10% REITs 10% Short Term Treasuries It still basically runs like a PP with a side of SCV. I'm just looking at replacing...
by pmward
Tue Aug 20, 2019 5:37 pm
Forum: Variable Portfolio Discussion
Topic: REITs
Replies: 18
Views: 1214

Re: REITs

Thanks for all the good work over at Portfolio charts. I would be interested to know what you think might end up being a final allocation for you. "Final" is a strong word. I always have an open mind to new information. But I'm leaning towards this: 20% Total Stock Market 20% Small Cap Value 20% Lo...
by pmward
Mon Aug 19, 2019 12:04 pm
Forum: Variable Portfolio Discussion
Topic: REITs
Replies: 18
Views: 1214

Re: REITs

I really wish I would have loaded up in my VP a while back when they were still really beaten down. I thought about it, but chose not to. Kind of regretting that one. Oh well.
by pmward
Sun Aug 18, 2019 9:44 am
Forum: Bonds
Topic: Trump Considering Issuance of 50 & 100-Year Bonds
Replies: 7
Views: 923

Re: Trump Considering Issuance of 50 & 100-Year Bonds

From the government's perspective, I think these ultra long bonds make sense. If I could lock down ultra low interest rates on my personal debt for 100 years, you'd better believe I'd borrow crazy amounts of money. It's interesting to think how this would impact the PP. As far as I'm concerned, 50 ...
by pmward
Fri Aug 16, 2019 5:34 pm
Forum: Bonds
Topic: The Bond Dream Room
Replies: 407
Views: 88087

Re: The Bond Dream Room

I showed my TLT chart to my wife she told me to sell some. I did when my tight trailing stop alert went off. More and more cash... I'm not so sure cash is any better of an investment at this point in time. Cash is turning back into a fixed expense, lol. Seems to me like maybe trading something like...
by pmward
Fri Aug 16, 2019 9:49 am
Forum: Bonds
Topic: The Bond Dream Room
Replies: 407
Views: 88087

Re: The Bond Dream Room

Seems to me TLT starts to bang it's head on the ceiling when it hits 155. Click here, because darn it, Tinypic is going away. https://drive.google.com/file/d/1e9kyV6pGEU2hejz-CDa08DwcwcHrHSm-/view Trend channels can be broken out of, and generally when that happens the old resistance line becomes t...
by pmward
Thu Aug 15, 2019 4:03 pm
Forum: Stocks
Topic: Buffett calling the top in growth?
Replies: 3
Views: 555

Buffett calling the top in growth?

Buffett is really loading up on AMZN. Is this the contrarian indicator that growths outperformance has peaked and that we are going to shift into the opposite regime where growth suffers and value relatively out performs? Seeing a big name value guy throw in the towel and start chasing growth has th...
by pmward
Thu Aug 15, 2019 11:17 am
Forum: Gold
Topic: The GOLD scream room
Replies: 2568
Views: 429307

Re: The GOLD scream room

So we are seeing an alternate universe for gold’s behavior right now. Random theories to explain: The latest move IS simply a random event. The latest is a return to mean event after several sucky years. The latest is fundamentally driven...if the US is going to ZIRP now, better to hold something t...