One way to look at it is the entire global monetary system is willing to lend money for thirty years for less than they are willing to lend money for 2 years because many of the market participants may be experiencing a weak economic conditions. Or something like inflation will not go above 4 percen...

ppnewbie wrote: ↑

Fri Mar 03, 2023 12:11 pm

I've been buying max duration LTT's at the moment. I am going with the thesis that the yield curve inversions are telling us something significant.

I repeat the inverted yield curve is telling us the world may be about to implode.

I recall it was closed to retail investors but still open. But…if all the marketing material is gone it may have gone then it could have out of business.

I highly recommend Jeff Snider’s Eurodollar University podcast where he deep dives into yield curves and the financial and global monetary system.

These are answers to questions I had from Mutiny fund. 1. Our investors get a K-1 every year. 2. Example of a fee structure: our sub-managers charge their own fees. 1.5/15 would be on the high side for one of them and we charge 1/10. That would be a total of 2.5/25 in this example. All returns that ...

Also I think CTA’s zag when other zig, I believe they performed poorly for the last several years when the market essentially averages up in a tight range. But would be happy if someone sanity checked my perception.

Great reading about gold in a portfolio: https://portfoliocharts.com/2020/08/21/metal-money-and-the-measurable-value-of-gold/ In the article below, you can go do the section "All that glitters is not a good investment" but the whole article is fantastic https://portfoliocharts.com/2021/12/16/three-s...

I've been buying max duration LTT's at the moment. I am going with the thesis that the yield curve inversions are telling us something significant.

I find The NY Times to be the equivalent of Fox News these days. In general I rarely pay attention to any big media right or left. I go to sites like zerohedge.

Schiff is entertaining and makes great points and he often uses very simple ideas to get his point across (IMHO) but I wound not give him any money.

Even the IMF is joining the party

https://www.imf.org/en/Publications/WP/ ... ore-528089

Thanks @seajay!

It’s pretty interesting that it takes $1900 to buy a yellow metal coin today that cost 35 dollars not too long ago. It feels like a safe asset to put in the portfolio.

I believe Portfolio Visualizer shows that VTI and VOO track each other very closely.

He is a puppet.

I'm also interested to know what you don't like about the Fido website as I think it's great. I just felt like the site was a little clunky and busy compared to other brokers like Schwab and etrade. But the customer service is excellent. I’m think Fido may be the winner and they have a lot of physi...

If I can get a low premium I always prefer the smaller amount (1/4 or 1/10) but 1oz coins work as well. Also I love combibars. That’s the best of all worlds.

Paper gold (low spread gold funds), converted to physical gold after a good year (PP up +8%, physical gold coin spread 4%, convert paper gold to physical gold and count it as a +7% up year. That way it feels like 'other peoples money' covered the spread). For ongoing adjustments (rebalancing), add ...

Is it easy to see purchase history IE price paid date of purchase and current price. And are you able to sell specific shares? The reason I ask this is - say they have been buying VTI for 25 30 years and each purchase starts a dividend reinvestment machine of its own. This will become a monster to m...

I want to set up a stock account for my kids where we auto purchase and manually purchase mostly stocks mostly VTI and reinvest dividends. I want this to be broker that they can use forever. I’m looking for things like ease of use, customer support, on-site locations, etc, etc… Currently I am thinki...

One big take away for me is that commodity trend following (CTA) is very interesting. One CTA I follow is up 30 percent in the past 12 months. Which I think is a general direction of a lot of the CTA’s.

Basically it seems like they are zigging when a lot of stuff is zagging.

I just looked and I am down only 6.8 percent from the high on 3/22. This is after gold has started to move. Now I may need to rebalance! I may be close to even year to date.

I checked and the one year return and I’m down only 1.3 percent.

I heard a very interesting comment by Burton Malkiel. With direct indexing they can buy a select group of stocks that tracks the index but if a stock is down the direct indexer can sell it and buy another stock similar to tax loss harvest.

I bought 30 years at 4 and then again at 3.87. I am using a new rule for myself. It’s called go halfsies. If I’m scared to buy or sell I do around half. That gets me moving.