Search found 327 matches

by pmward
Sun Jun 16, 2019 9:51 am
Forum: Permanent Portfolio Discussion
Topic: 3 years of PP returns
Replies: 23
Views: 964

Re: 3 years of PP returns

I have started to separate the terms "deflation" and "disinflation" just for clarity. When you mention the term "deflation" people think of 2008 or 1929. We definitely do not have that going on right now. But we definitely do have some disinflationary pressures in the economy right now. It's not jus...
by pmward
Sat Jun 15, 2019 10:04 am
Forum: Variable Portfolio Discussion
Topic: Thoughts on Emerging Markets?
Replies: 7
Views: 512

Re: Thoughts on Emerging Markets?

I just noticed GMO updated their 7-YEAR ASSET CLASS REAL RETURN FORECASTS on 4/30/19. Emerging Market Value they predict will return 7.7% real over the next seven years. That's a lot of sevens there. That said, I can't find any large, liquid ETFs advertised as EM Value. This article IDs some possib...
by pmward
Fri Jun 14, 2019 6:52 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 2483
Views: 400672

Re: The GOLD scream room

Haha. Well it is not surprising that the sellers came out today. Shorting gold at $1350 has been the easiest money in the world for damn near a decade now. But we still closed the day even, so they sellers couldn't actually drop the price. If the buyers keep pounding on the ceiling and don't give up...
by pmward
Fri Jun 14, 2019 3:17 pm
Forum: Gold
Topic: % of gold asset in ETF or CEF for rebalancing purposes
Replies: 13
Views: 323

Re: % of gold asset in ETF or CEF for rebalancing purposes

ETF vs Physical - I wish AAAU had come out long before I opened my GoldStar IRA account. After a number of years go by, I'll decide whether to fold up GoldStar and bring it home to Schwab as AAAU. I don't think you get much more secure than they will deliver metal to do if you desire, and it's in a...
by pmward
Fri Jun 14, 2019 7:45 am
Forum: Gold
Topic: The GOLD scream room
Replies: 2483
Views: 400672

Re: The GOLD scream room

Gold is officially breaking out this morning. Currently $1359. I'm not going to get too excited until we break above $1375 and/or get a successful pullback retest and bounce back up off of $1350 (preferably both). But it definitely does have some serious strength right now. I think it's prospects of...
by pmward
Thu Jun 13, 2019 7:33 pm
Forum: Variable Portfolio Discussion
Topic: BYND
Replies: 72
Views: 1333

Re: BYND

Aside from that, eating some fermented foods like yogurt, sauerkraut, bubbies pickles, etc can definitely help as well. +1 on Bubbies sauerkraut and pickles. If the only sauerkraut you've had is the pasteurized, non-refrigerated stuff found on grocery store shelves, you're missing out. It's not che...
by pmward
Thu Jun 13, 2019 5:10 pm
Forum: Variable Portfolio Discussion
Topic: BYND
Replies: 72
Views: 1333

Re: BYND

A couple of years back I spent an interesting night at a dinner party listening to a micro-biology researcher who'd been studying gut bacteria for years (first time I heard about poop transplant), and that turns out to be pretty much as important as what you eat to influence how much fat you store,...
by pmward
Thu Jun 13, 2019 10:20 am
Forum: Gold
Topic: % of gold asset in ETF or CEF for rebalancing purposes
Replies: 13
Views: 323

Re: % of gold asset in ETF or CEF for rebalancing purposes

I'm currently rearranging our full retirement nest egg investments around to implement the Permanent Portfolio, but actually more like the Golden Butterfly. I am 3-1/2 years from retirement and my wife is 8-1/2 years away. Right now I'm thinking about how to implement the gold asset. On page 159 of...
by pmward
Thu Jun 13, 2019 9:44 am
Forum: Variable Portfolio Discussion
Topic: BYND
Replies: 72
Views: 1333

Re: BYND

I think I was mentally going down a different track. I agree, eat what makes you feel good and doesn't metabolically screw you up or make you go to an unhealthy weight. I do like my carbs, but there's no doubt once I've gone through the 3-5 days of sluggishness starting one of my lo-carb attempts, ...
by pmward
Wed Jun 12, 2019 5:29 pm
Forum: Variable Portfolio Discussion
Topic: BYND
Replies: 72
Views: 1333

Re: BYND

I think we have discussed this topic before. I think everyone's body is different and perhaps responds better to certain types of food. But I tend to agree with pmward here, and nutrition used to be my hobby. Corto, you have met me IRL and know that I am not overweight. I eat tons of carbs, mostly ...
by pmward
Wed Jun 12, 2019 5:19 pm
Forum: Variable Portfolio Discussion
Topic: BYND
Replies: 72
Views: 1333

Re: BYND

body fat change is a derivative of whether or not there is a net surplus or deficit of calories. You're begging the question again. Is body fat change a DERIVATIVE of there being a surplus of calories, or is there a surplus of calories (which then get burned during daily activity) depending whether...
by pmward
Wed Jun 12, 2019 4:57 pm
Forum: Variable Portfolio Discussion
Topic: BYND
Replies: 72
Views: 1333

Re: BYND

pmward, I respectfully disagree. Calories are not equal. But that's fine. My study is myself and how my body does better when it has less carbs. I assume the studies you are reading don't have conflicts of interest. So many do. A calorie is 4.184 joules of energy. Whether that calorie is from fat o...