Search found 941 matches

by ppnewbie
Fri Feb 14, 2025 11:42 pm
Forum: Politics
Topic: Grilling Fauci
Replies: 40
Views: 20716

Re: Grilling Fauci

yankees60 wrote: Sat Jun 08, 2024 4:20 pmCapture.JPG
I think he funded gain of function research at the Wuhan lab through something called Ecohealth Alliance and USAID.
by ppnewbie
Fri Feb 14, 2025 11:36 pm
Forum: Politics
Topic: Trump Daily Press Conferences
Replies: 1
Views: 38

Trump Daily Press Conferences

Is anyone watching Trumps daily press conferences. I am finding them extraordinary. I’ve never seen a president just sit there and take question after question while signing order after order and then hosting world leaders and the Elon comes in. I don’t agree with everything he is doing but I am sti...
by ppnewbie
Fri Feb 14, 2025 11:25 pm
Forum: Permanent Portfolio Discussion
Topic: New Here - What are folks investing in
Replies: 32
Views: 24314

Re: New Here - What are folks investing in

“The Unix Programming Environment” by Kernighan and Pike literally changed my life. I can string together a few different commands and do what other folks at my office would take at least a hundred lines of Python and several hours. And I just do it on the fly. Need to watch Severance. Another perso...
by ppnewbie
Fri Feb 14, 2025 6:21 pm
Forum: Other Discussions
Topic: Curusoe Economics
Replies: 0
Views: 35

Curusoe Economics

Good way to break down simple economics
https://crusoeeconomics.com/wp-content/ ... N-2019.pdf

From the blog I just came across (I think I saw it here):
https://crusoeeconomics.com/
by ppnewbie
Fri Feb 14, 2025 6:18 pm
Forum: Other Discussions
Topic: Harry Dent: ‘Crash of a Lifetime’ Coming in 2024
Replies: 35
Views: 117213

Re: Harry Dent: ‘Crash of a Lifetime’ Coming in 2024

I read his book. I think it was called "Sale of a Lifetime" or something like that. He is very entertertaining. He definitely lost me when he said sun spots correlated to market movements! All of these people have something interesting to say. It is fun to listen to, occasionally insightfu...
by ppnewbie
Fri Feb 14, 2025 4:10 pm
Forum: Permanent Portfolio Discussion
Topic: New Here - What are folks investing in
Replies: 32
Views: 24314

Re: New Here - What are folks investing in

Hi Everyone, Just a side note — I was surfing wikipedia yesterday, starting at SMS and eventually I ended up at Bell Labs and its once upon a time operating system, Plan 9. Lo and behold, the mascot, Glenda, is Burley’s avatar! 👍 Oh man a Plan 9 reference! As a Unix nerd I just came across that whe...
by ppnewbie
Fri Feb 14, 2025 2:35 am
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1242
Views: 1254468

Re: Putin Invades Ukraine II

https://youtu.be/5LZaUoX-h2k?si=T3bFbFIiMnob0BrC

Start listening at minute 12:15. Trump states the obvious about Ukraine and NATO. Don’t over think this. Anyone who does not know this a fool (the entire last administration and Zelensky).
by ppnewbie
Thu Feb 13, 2025 10:01 am
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1242
Views: 1254468

Re: Putin Invades Ukraine II

Here is what I believe could happen. Ukraine may or may not pay back Europe who ruthlessly LOANED them 100 billion and will pay us back the 350 billion worth of their country (not dollars) we have given them and I am guessing will pay Russia 450 billion worth of their country that they spent. Russia...
by ppnewbie
Thu Feb 13, 2025 8:24 am
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1242
Views: 1254468

Re: Putin Invades Ukraine II

I gained confidence in Hegseth. He stated the obvious. It is not a bargaining chip in any way, Unless we want every Ukranian dead and Superrsonic missiles ready to rain down on us. And Europe exposed as unproductive and weak that we won’t work very hard to protect. Ukraine is basically screwed becau...
by ppnewbie
Wed Feb 12, 2025 5:03 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1242
Views: 1254468

Re: Putin Invades Ukraine II

My take away was that Zelensky is a brave articulate dumb puppet. Someone tell him Boris Johnson and Biden have left the building. The fact that he confidently says he talks about joining NATO matter of factly really tells me he is a fool not a hero. If Putin wanted to he could kill everyone in Ukra...
by ppnewbie
Tue Feb 11, 2025 11:22 am
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1242
Views: 1254468

Re: Putin Invades Ukraine II

Sorry I can’t help but be sarcastic here. We (the American public) are going to feel great about saving Ukraine when the war ends. And the US and possibly Russia are going to go in and pillage Ukraine’s natural resources as the price for peace and Ukraine will not be in NATO and they are going to lo...
by ppnewbie
Tue Feb 11, 2025 11:16 am
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1242
Views: 1254468

Re: Putin Invades Ukraine II

It’s funny how we Americans think we are in charge at all times. - I am the law. - I take your money. - I say who gets your money - I will put missiles at your border if I want to. How’s that working out for Ukraine? Or do we even care how it’s working out? What got me about the interview is how nai...
by ppnewbie
Tue Feb 11, 2025 1:54 am
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1242
Views: 1254468

Re: Putin Invades Ukraine II

Good podcast. Personally, I think Zelensky is misguided if he thinks he’s going to enter NATO. Putin will not allow it.
by ppnewbie
Sun Jan 26, 2025 5:18 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1242
Views: 1254468

Re: Putin Invades Ukraine II

Will listen to it in the next few days.
by ppnewbie
Sun Jan 26, 2025 4:42 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1242
Views: 1254468

Re: Putin Invades Ukraine II

The Russian conscripts are cannon fodder, for sure. so are many Ukraine conscripts. I’ve asked this before: aren’t the Ukrainians in this because they want to be? Not because the Americans or British or Germans asked them to be. I’m not speaking of the hapless low level conscripts but of Ukrainian ...
by ppnewbie
Sun Jan 26, 2025 1:28 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1242
Views: 1254468

Re: Putin Invades Ukraine II

Caveat In My Strongly Held Humble Opinion. However and whenever it happens, it will be the end to the US and Europe incredible hubris and stupidity. The Ukranians are cannon fodder for NATO. They really dont care if every Ukrainian is murdered. This is an epic tragedy that I believe could have been ...
by ppnewbie
Wed Jan 22, 2025 1:13 pm
Forum: Bonds
Topic: Moving up to 4.9%
Replies: 120
Views: 18503

Re: Moving up to 4.9%

Thanks @Pointedstick. Need to read that a few times especially the part about money supply.
by ppnewbie
Fri Jan 17, 2025 5:55 pm
Forum: Bonds
Topic: Moving up to 4.9%
Replies: 120
Views: 18503

Re: Moving up to 4.9%

Meant to throw this in earlier, with the last post
PFIX_GB_Numbers.png
PFIX_GB_Numbers.png (146.23 KiB) Viewed 4204 times
by ppnewbie
Fri Jan 17, 2025 5:27 pm
Forum: Bonds
Topic: Moving up to 4.9%
Replies: 120
Views: 18503

Re: Moving up to 4.9%

I put in PFIX instead of LTT's. It was definitely very anticorrelated with rising interest rates. I just wish I had longer term data. Keep talking Mathjak! Also I wish I did not have to rely on a few people as my defense. The expense ratio is a very reasonable 0.5 percent.
PFIX_GB.png
PFIX_GB.png (243.4 KiB) Viewed 1406 times
by ppnewbie
Fri Jan 17, 2025 2:50 am
Forum: Bonds
Topic: Moving up to 4.9%
Replies: 120
Views: 18503

Re: Moving up to 4.9%

Just looked over your post on the VP side. The post where you break the whole portfolio down is very informative. I’ll be thinking mulling it over seriously. Especially the 3x ETF’s and all the aqr etfs.
by ppnewbie
Thu Jan 16, 2025 7:02 pm
Forum: Bonds
Topic: Moving up to 4.9%
Replies: 120
Views: 18503

Re: Moving up to 4.9%

Second that. One thing I think would be important is to say that you have appeared to have several different strategies over the years. I recall there was a (newsletter based) fidelity strategy with bitcoin thrown in for a turbo charge. then there was the bond tent, and now there is the current one....
by ppnewbie
Thu Jan 16, 2025 5:37 pm
Forum: Cash
Topic: Robinhood Gold card
Replies: 8
Views: 5045

Re: Robinhood Gold card

I did some test calls to Robinhood support and my experience was horrendous. The cash back is amazing but getting a simple answer across a VoIP call to some person on the other end of the world was almost comical. Next I called Fidelity about about a slightly complicated brokerage and tax question a...
by ppnewbie
Wed Jan 15, 2025 11:37 pm
Forum: Bonds
Topic: Moving up to 4.9%
Replies: 120
Views: 18503

Re: Moving up to 4.9%

Personally, I’m a buyer of LTT’s. I’m buying the longest duration bonds I can get. Last ones I purchased were November 2054. I have enough offense, I want defense. Plus if all else fails I think 5 percent returns are OK even with high(ish) inflation. Im also attempting to embrace contrarian thinking...
by ppnewbie
Sat Jan 11, 2025 10:56 am
Forum: Bonds
Topic: Moving up to 4.9%
Replies: 120
Views: 18503

Re: Moving up to 4.9%

Thanks mathjak. That’s a lot to think about.
by ppnewbie
Fri Jan 10, 2025 11:56 pm
Forum: Bonds
Topic: Moving up to 4.9%
Replies: 120
Views: 18503

Re: Moving up to 4.9%

Did some backtesting and it was definitely not correlated with the market when the market was going down (which was impressive). I did see that it lagged significantly when the market was (is) on a hot streak and I wonder how the 3 percent fee eats away at the gains. Not saying it’s bad. It could be...