Search found 9920 matches
- Fri Jan 17, 2025 4:50 pm
- Forum: Variable Portfolio Discussion
- Topic: Tactical Asset Allocation + HBPP an intriguing combo
- Replies: 522
- Views: 363423
Re: Tactical Asset Allocation + HBPP an intriguing combo
I'm reposting mathjak107's reply here... because when he refers to "hedge fund strategies" I do believe that he's referring to strategies that use trendfollowing to enter and exit positions. Trendfollowing is at the heart of most Tactical Asset Allocation strategies, which is what this th...
- Fri Jan 17, 2025 4:48 pm
- Forum: Other Discussions
- Topic: Renewable electricity sources are now a no-brainer
- Replies: 139
- Views: 93218
Re: Renewable electricity sources are now a no-brainer
I'm still around and still chuckling quietly when people tell me it's a scam, it won't work, it isn't possible. My house's utility bills have been zero (well, the $5 monthly electric company base charge) for the past 6 years, and I've been driving for free with a solar-charged EV for 5. The net $17...
- Fri Jan 17, 2025 4:41 pm
- Forum: Variable Portfolio Discussion
- Topic: Ben Carlson makes the case for the Golden Butterfly
- Replies: 4
- Views: 303
Re: Ben Carlson makes the case for the Golden Butterfly
i am at the stage of my life i don’t care much about historical. what i care most about is what i experienced in my life time and most importantly most recent experiences since i am in the last down at 72 my concerns are did what was supposed to work actually work when called upon . sadly very litt...
- Fri Jan 17, 2025 4:38 pm
- Forum: Politics
- Topic: WATCH: H.R. McMaster on Trump—the Good, the Bad, and the Ugly
- Replies: 0
- Views: 124
WATCH: H.R. McMaster on Trump—the Good, the Bad, and the Ugly
Quite good. One of the few times I've heard someone talk about Trump in an unbiased way. Not biased either for or against him. https://www.thefp.com/p/watch-hr-mcmasters-tell-all-on-trump-michael-moynihan-israel-ukraine?utm_source=podcast-email&publication_id=260347&post_id=154776693&utm...
- Tue Jan 14, 2025 9:18 am
- Forum: Variable Portfolio Discussion
- Topic: my lifestyle investing for 2025
- Replies: 10
- Views: 1496
Re: my lifestyle investing for 2025
We already give to the charities we want and are not really interested in giving away any more at this stage Much to early in the game for us I'm just saying that giving from the RMDs is better tax-wise than regular giving. Somewhat similar to gifting long-term capital items rather than cash. So ag...
- Tue Jan 14, 2025 9:16 am
- Forum: Bonds
- Topic: Moving up to 4.9%
- Replies: 102
- Views: 5659
Re: Moving up to 4.9%
It feels like it should be the perfect time to back up the truck for long-duration government bond funds: share prices are in the toilet and the Fed has already told us they plan to continue cutting rates over the next few years, which we know benefits bond values. Buy low, right? And yet... why bo...
- Tue Jan 14, 2025 9:11 am
- Forum: Other Discussions
- Topic: Renewable electricity sources are now a no-brainer
- Replies: 139
- Views: 93218
Re: Renewable electricity sources are now a no-brainer
I'm still around and still chuckling quietly when people tell me it's a scam, it won't work, it isn't possible. My house's utility bills have been zero (well, the $5 monthly electric company base charge) for the past 6 years, and I've been driving for free with a solar-charged EV for 5. The net $17...
- Fri Jan 10, 2025 12:07 pm
- Forum: Other Discussions
- Topic: Figuring Out Religion
- Replies: 4056
- Views: 1561370
Re: Figuring Out Religion
“If you want to know what God thinks of money, look at the people he gave it to.” —Dorothy Parker But seriously, I don't think money is evil per se. It gets corrupted by evil men who desire more than their fair share. Agreed. It's the love of money that is the problem, e.g. not being satisfied with...
- Thu Jan 09, 2025 7:53 pm
- Forum: Politics
- Topic: Lex Strikes Again!
- Replies: 1
- Views: 620
Re: Lex Strikes Again!
I am about 2/3 done with it. Will be listening to it again as it is so exceptional and I don't want to miss anything.
He is a true leader as opposed to our soon departing president and our incoming one.
He is a true leader as opposed to our soon departing president and our incoming one.
- Thu Jan 09, 2025 4:06 pm
- Forum: Politics
- Topic: Lex Strikes Again!
- Replies: 1
- Views: 620
Lex Strikes Again!
Volodymyr Zelenskyy: Ukraine, War, Peace, Putin, Trump, NATO, and Freedom | Lex Fridman Podcast #456
https://www.youtube.com/watch?v=u321m25rKXc
https://www.youtube.com/watch?v=u321m25rKXc
- Wed Jan 08, 2025 1:25 pm
- Forum: Bonds
- Topic: Moving up to 4.9%
- Replies: 102
- Views: 5659
Re: Moving up to 4.9%
!!!!!!!!!!!!flyingpylon wrote: ↑Wed Jan 08, 2025 8:40 am We lose money on every purchase but we make it up in volume.
Even though far from original ... always makes the humorous point when I read it.
- Wed Jan 08, 2025 1:24 pm
- Forum: Stocks
- Topic: Seth Klarman's Margin of Safety
- Replies: 15
- Views: 25038
- Wed Jan 08, 2025 1:21 pm
- Forum: Other Discussions
- Topic: Daily "Check In" Thread For Us
- Replies: 2772
- Views: 1733222
- Tue Jan 07, 2025 8:29 am
- Forum: Other Discussions
- Topic: Isn't there an Avatar Thread?
- Replies: 236
- Views: 232629
Re: Isn't there an Avatar Thread?
Vinny's desk isnt that clean. For any other vegetarians wondering https://cooking.stackexchange.com/questions/49741/what-is-the-difference-between-a-new-york-strip-and-a-bone-in-new-york-cut-sirlo Today it is filled with computer equipment. But in the days before monitors .... each day when I'd lea...
- Sun Jan 05, 2025 12:18 pm
- Forum: Permanent Portfolio Discussion
- Topic: Are you always taking a bath on at least one asset?
- Replies: 27
- Views: 10998
Re: Are you always taking a bath on at least one asset?
the price of gold back when it hit 850 was a misprice . it was a price that should never have been . no different then we had etfs that got disjointed in the flash crash of 2010 , according to the Securities and Exchange Commission. For a few horrific seconds, shares of the iShares Russell 1000 Gro...
- Sun Jan 05, 2025 9:49 am
- Forum: Politics
- Topic: Question on Ukraine for Smith1776!
- Replies: 2
- Views: 812
Question on Ukraine for Smith1776!
Question on Ukraine for Smith1776! You've been there how many times over how many years for a total of how many days? However, you answer ... you are this forum's expert from direct experience. I just heard a caller to C-Span say that Ukraine is run by a dictator and that they'd destroyed all libert...
- Sun Jan 05, 2025 9:37 am
- Forum: Permanent Portfolio Discussion
- Topic: Are you always taking a bath on at least one asset?
- Replies: 27
- Views: 10998
Re: Are you always taking a bath on at least one asset?
Also on the topic of gold. I like to think of it as a value gauge for the dollar. iE it takes 2640 dollars to exchange for ounce of gold. In 1971 it took 35 dollars. Gold is not going up, the dollar is going down. Just my humble opinion but I could be off. But 1971 was an engineered or restricted v...
- Sun Jan 05, 2025 9:32 am
- Forum: Permanent Portfolio Discussion
- Topic: Are you always taking a bath on at least one asset?
- Replies: 27
- Views: 10998
Re: Are you always taking a bath on at least one asset?
My 2 cents One reason a portfolio of uncorrelated(ish) volatile assets work is that rebalancing forces you to sell high and buy low. Unfortunately this goes against a lot of our powerful behavioral biases. It feels like you are selling a winner and then trying to catch a falling knife. One thing to...
- Sun Jan 05, 2025 9:29 am
- Forum: Other Discussions
- Topic: Daily "Check In" Thread For Us
- Replies: 2772
- Views: 1733222
Re: Daily "Check In" Thread For Us
Sorry guys. :( No need to apologize. That pales in comparison to all the TREMENDOUS positives you have brought here! You just happen to hit on my personal campaign against acronyms / abbreviations that are not clear to the receivers. When I first got into this forum I was asking a lot of questions....
- Sun Jan 05, 2025 9:26 am
- Forum: Gold
- Topic: Good Deals at Apmex and JM Bullion
- Replies: 9
- Views: 1408
Re: Good Deals at Apmex and JM Bullion
Reads like a commercial. Agree There is no difficulty in selling “Costco gold” vs Gold. They are the same thing. Low premium gold from reliable source. That’s pretty much the headline. It would be interesting to see the business behind this. What distributors are they working with, etc, etc. I bet ...
- Sat Jan 04, 2025 9:31 am
- Forum: Other Discussions
- Topic: Daily "Check In" Thread For Us
- Replies: 2772
- Views: 1733222
Re: Daily "Check In" Thread For Us
"today I learned"
?????????
If so, again an acronym time waster for the receivers of communications
- Fri Jan 03, 2025 2:42 pm
- Forum: Other Discussions
- Topic: Fidelity Investments having issues
- Replies: 16
- Views: 3551
Re: Fidelity Investments having issues
I only have a Fidelity account because they set up a Roth 401K for me back when Vanguard couldn’t. Just seeing this now, dualstow. Really? A Roth 401K and not just an Independent 401K??? If true I would be stunned as setting up a Solo 401K Roth account is something that I have been tryin to accompl...
- Fri Jan 03, 2025 2:16 pm
- Forum: Gold
- Topic: 2025 Gold Forecasts
- Replies: 14
- Views: 1691
Re: 2025 Gold Forecasts
I, also, that the prices of gold mining stock do not parallel the price of gold? Anyone know the correlation of their prices to the prices of gold? Yes, note that GDX, which ocho mentioned, is miners. Common sense says miners can have manager risk, windfalls after exploration, problems with illegal...
- Fri Jan 03, 2025 2:14 pm
- Forum: Permanent Portfolio Discussion
- Topic: Does it make sense to start at 4x25?
- Replies: 33
- Views: 12482
Re: Does it make sense to start at 4x25?
I think Tyler’s portfoliocharts.com attempts to answer the start date sensitivity question. I’ll put in the link for the HBPP start date sensitivity if I find it. IMHO the HBPP may not be the best way to compound wealth for younger people. Some of the most public advocates including Harry Browne ca...
- Fri Jan 03, 2025 2:12 pm
- Forum: Gold
- Topic: Good Deals at Apmex and JM Bullion
- Replies: 9
- Views: 1408
Re: Good Deals at Apmex and JM Bullion
Pamp Suisse and Rand Refinery more info here, although a lot of it is for people who have never bought any gold, anywhere https://www.herobullion.com/costco-gold-bars-guide/?srsltid=AfmBOor_SyTeOMxhtjtrIbWLEib0JRhLNC6DQWF2zbZJihN9R61H0aoL Thanks! Extremely informative. Regarding this: How to Sell C...