Search found 103 matches

by jalanlong
Mon Jul 13, 2020 2:53 pm
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 2155
Views: 68023

Re: Coronavirus General Discussion

The lockdowns were reasonable at the beginning, when it was about preventing hospitals from being overrun. That is no longer an issue and hasn't been for months. I truly don't understand what the rationale is now. sophie, my attitude is exactly yours, but the mantra has started again, if the rise c...
by jalanlong
Mon Jul 13, 2020 2:23 pm
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 2155
Views: 68023

Re: Coronavirus General Discussion

Another related thought - I went to a party last PM given by members of my division for someone who is leaving to take a director position elsewhere. Everyone at the party was either an MD or a nurse practitioner, and all of us have spent time in and around COVID patients. I expected to hear and se...
by jalanlong
Mon Jul 13, 2020 12:40 pm
Forum: Other Discussions
Topic: Where would you move?
Replies: 46
Views: 1124

Re: Where would you move?

I live in one of those North Texas Suburbs. People are moving here in droves but personally I don’t see the attraction. The weather is terrible. It is 10pm as I write this and the temp is 92 with a “feels like” of 100. The “feels like” during the day is 111 and that will last until October. North T...
by jalanlong
Sun Jul 12, 2020 10:04 pm
Forum: Other Discussions
Topic: Where would you move?
Replies: 46
Views: 1124

Re: Where would you move?

There's a big jump in people suddenly freed from the need to live in expensive, crowded areas by the shift to remote work, which is now becoming a permanent trend: https://www.wsj.com/articles/when-workers-can-live-anywhere-many-ask-why-do-i-live-here-11592386201?mod=djem10point All told, at one po...
by jalanlong
Thu Jul 09, 2020 8:54 pm
Forum: Cash
Topic: BSV for cash portion
Replies: 9
Views: 213

BSV for cash portion

https://investor.vanguard.com/etf/profile/BSV What would be the downsides to using the Vanguard Short Term Bond Fund for the cash portion? It is 67% in treasuries with a 2 year duration. It held up well in 2008 and so far this year in comparison to a Treasury only ETF like SHY. And over a 10 year pe...
by jalanlong
Wed Jul 08, 2020 8:08 pm
Forum: Permanent Portfolio Discussion
Topic: The Elephant in the room: How should we prepare for the collapse of the US?
Replies: 24
Views: 937

Re: The Elephant in the room: How should we prepare for the collapse of the US?

Marc DeMessel(?) covered what happened to the PP in Iceland during the GFC. Gold did not increase in value to cover the losses in the rest of the PP. https://www.thepermanentportfolio.com/wp-content/uploads/2009/08/PP_Iceland_2003_2009_Purchasing_Power.gif From the article " Permanent Portfolio Res...
by jalanlong
Tue Jul 07, 2020 11:10 am
Forum: Other Discussions
Topic: Schools and Covid
Replies: 20
Views: 319

Re: Schools and Covid

The other concern is I am going to assume within a couple weeks of kids returning, some number will start testing positive. Then what are these schools going to do? I am very afraid that I am going to get my 10 year old all ready to go back to school and see his friends and then 1 child will test p...
by jalanlong
Sun Jul 05, 2020 9:21 pm
Forum: Cash
Topic: How do you invest the Cash portion?
Replies: 233
Views: 65520

Re: How do you invest the Cash portion?

https://www.gsam.com/content/gsam/us/en ... r-etf.html

Right now I use this ETF for all of the cash in my PP. Anyone think that is a bad idea?
by jalanlong
Sat Jul 04, 2020 12:52 pm
Forum: Permanent Portfolio Discussion
Topic: Stock Indexes Seem Busted. 20% in 4 stocks
Replies: 9
Views: 490

Re: Stock Indexes Seem Busted. 20% in 4 stocks

Serious question: does it matter for a PP investor? If you are investing in US stocks as an asset class then don’t you just want to own what everyone in the market is buying regardless of whether it is 5 stocks or 50?
by jalanlong
Fri Jul 03, 2020 8:23 am
Forum: Other Discussions
Topic: Question on the media
Replies: 24
Views: 414

Question on the media

Wondering everyone’s opinion on this. I think conservatives have always argued that the media has a liberal bias. But for the most part the media tried to appear neutral. This seems to have changed dramatically with Trump. When I open my computer each day no matter what newsfeed appears (MSN or Bing...
by jalanlong
Fri Jul 03, 2020 7:44 am
Forum: Variable Portfolio Discussion
Topic: The tech-dumbell portfolio
Replies: 70
Views: 3477

Re: The tech-dumbell portfolio

I am VERY drawn to a portfolio of cash and gold right now along with paying off all of my existing debt. The PP has served me well. And I am well aware of the money lost over the years thinking "this time is different." I didn't think this time was different in the tech bubble nor in 2008. But I jus...
by jalanlong
Sat Jun 27, 2020 6:17 pm
Forum: Other Discussions
Topic: Permabear Portfolio Ideas
Replies: 5
Views: 194

Permabear Portfolio Ideas

If one were going to make a permabear investment portfolio, what would it consist of? Obviously gold. Maybe Swiss Francs. Any other safe haven currencies? I know technovelist does something along the lines of 66% gold, 17% cash and 17 Swiss Annuity. Any other ideas for such a portfolio?