Search found 478 matches
- Sun Feb 02, 2025 1:22 pm
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3822
- Views: 2119208
Re: The GOLD scream room
But if you held 10/90 3x Nasdaq100 (TQQQ)/gold instead of 50/50 S&P500/gold, or 4/96 BitCoin/gold ... rebalanced once yearly and bitcoin went to zero a 4% hit is more a glitch than critical https://www.portfoliovisualizer.com/backtest-portfolio?s=y&sl=OSacjIO4nLChthtPsx67X Basically the way ...
- Sun Feb 02, 2025 9:42 am
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3822
- Views: 2119208
Re: The GOLD scream room
The "West" was primarily comprised of the US, Canada, UK, some of Europe, Australia, Japan and some of the Middle East. Trump has declared tariffs on Canada, Biden already pretty much alienated the UK, as did Trump in his prior presidency alienate the EU. Australia is more aligning to trad...
- Sun Feb 02, 2025 9:21 am
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3822
- Views: 2119208
Re: The GOLD scream room
I appreciate you pointing that out! Vinny's question and your response raise the interesting question of what a Bitcoin actually is. They are tokens that allow you to transact on the system. If you have no tokens, you cannot pay miners to process your transaction, and you have no tokens to send to ...
- Thu Jan 30, 2025 4:36 pm
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3822
- Views: 2119208
Re: The GOLD scream room
... But, the network is here to stay, isn't it. Maybe. The economics of BTC mining provide diminishing returns with every halving period (every 4 years). I wrote this article a few weeks ago that explains the problem with the security model (it's not too technical): https://www.pmbug.com/threads/kn...
- Thu Jan 30, 2025 4:18 pm
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3822
- Views: 2119208
Re: The GOLD scream room
How and where to view crypto transaction histories https://cointelegraph.com/news/how-and- ... -histories
- Thu Jan 30, 2025 3:56 pm
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3822
- Views: 2119208
Re: The GOLD scream room
Blockchain is a public constantly growing public ledger of transactions histories. A set of account numbers and transaction histories of each deposit/withdrawal into/from each account. Individual public keys enables anyone with a individual public key to credit the associated account, is like knowin...
- Wed Jan 29, 2025 8:16 pm
- Forum: Gold
- Topic: Assorted Gold-related News
- Replies: 33
- Views: 18659
Re: Assorted Gold-related News
FT publishes story about BoE gold deliveries now delayed by 4-8 weeks: https://www.youtube.com/watch?v=0KlQXJ9EuhY Busy rush by Americans importing gold ahead of potential Trump tariffs (higher domestic prices for Americans to buy imported gold), however I suspect gold/silver would be exempt from s...
- Tue Jan 28, 2025 11:10 am
- Forum: Gold
- Topic: Assorted Gold-related News
- Replies: 33
- Views: 18659
Re: Assorted Gold-related News
Woke era. Here in the UK and shoplifting up to GBP200 is pretty much ignored by the Police. Regular events now in most shops. Per person also, so in some cases a gang walks in and take goods up to that value each and walk out, where the security guard pretty much wont confront them nor the Police tu...
- Tue Jan 28, 2025 10:47 am
- Forum: Variable Portfolio Discussion
- Topic: the accelerated permanent portfolio
- Replies: 19
- Views: 2476
Re: the accelerated permanent portfolio
Part of de-dollarisation. Swap out Treasury's for gold, swap out Stocks for BTC, and a country is separated from the likes of the sanctions that the US applied to Russia. BRICS-PAY for clearance rather than SWIFT. Which in turn weakens the US militarily - can't so easily export inflation, print doll...
- Tue Jan 28, 2025 10:24 am
- Forum: Variable Portfolio Discussion
- Topic: the accelerated permanent portfolio
- Replies: 19
- Views: 2476
Re: the accelerated permanent portfolio
The creeping presence of BTC on corporate balance sheets will play a part in creating a correlation between Bitcoin and stocks. The four public companies with the largest BTC balances – MicroStrategy Inc., Marathon Digital Holdings, Coinbase, and Square Inc. and the rise and fall of Bitcoin will hav...
- Tue Jan 28, 2025 8:50 am
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3822
- Views: 2119208
Re: The GOLD scream room
Very interesting. I trust the new coins I’ve bought from Apmex but I should probably have my random years and local purchases tested. What is your recourse if any tests reveal anything? Tears Depends. There are fake Sovereign (British Pound) coins that use the exact same amount of gold etc. - as go...
- Tue Jan 28, 2025 8:40 am
- Forum: Gold
- Topic: Assorted Gold-related News
- Replies: 33
- Views: 18659
Re: Assorted Gold-related News
Saw that yesterday and sounds like they didn't even have a night watchman at the museum. More akin to having been 'taken' rather than 'stolen'.
- Tue Jan 28, 2025 8:33 am
- Forum: Variable Portfolio Discussion
- Topic: the accelerated permanent portfolio
- Replies: 19
- Views: 2476
Re: the accelerated permanent portfolio
that would have had a huge drawdown in 2022.. not a problem for a long term investor but for someone living off a dynamic draw rate keeping these draw downs is highly important one of the problems of creating portfolios by using specific time frames of the past and then molding the portfolio to be ...
- Tue Jan 28, 2025 8:11 am
- Forum: Variable Portfolio Discussion
- Topic: the accelerated permanent portfolio
- Replies: 19
- Views: 2476
Re: the accelerated permanent portfolio
If you're going to leverage you might just take the STT/LTT barbell, that's comparable to a 10 year bullet, and 'borrow' from that in order to leverage up stock and gold https://www.portfoliovisualizer.com/backtest-portfolio?s=y&sl=3Il43oGRdwBRzCxKaQtWvm 25% UPRO (3x stock), 75% gold, 13.93% CAG...
- Wed Jan 22, 2025 10:02 am
- Forum: Gold
- Topic: Trump Tariff Risks Are Fueling a Chaotic Hunt for Gold in London
- Replies: 13
- Views: 2953
Re: Trump Tariff Risks Are Fueling a Chaotic Hunt for Gold in London
I'd be extremely pissed off if tariffs and retaliatory tariffs harmed the safe haven / store of value role of gold. LIKE THIS KIND OF ACTIVITY REALLY CREATES VALUE FOR HUMANITY :-( “If you’re a trader and you can find someone who’s willing to sell you outside the US at a discount to the US price, a...
- Sat Dec 21, 2024 10:10 am
- Forum: Variable Portfolio Discussion
- Topic: PP or GB vs. TIPS ladder
- Replies: 23
- Views: 8074
Re: PP or GB vs. TIPS ladder
It's interesting to me that with all of the frenzied discussion of TIPS ladders in the financial press and on websites like Bogleheads the past couple of years (siince ~2% real yields became available) there's been zero discussion of how safe withdrawal rates from these ladders compare to risk-pari...
- Sat Nov 23, 2024 3:34 am
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3822
- Views: 2119208
Re: The GOLD scream room
The US Treasury might start buying Bitcoin. At the peak price in this cycle :-))))) Oh no doubt! Thought/heard somewhere that they already did own thousands of bitcoins ?? EDIT ... the duck shouted out https://www.forbes.com/sites/digital-assets/2024/11/11/the-us-government-is-one-step-closer-to-ho...
- Sun Nov 10, 2024 3:26 pm
- Forum: Permanent Portfolio Discussion
- Topic: Does it make sense to start at 4x25?
- Replies: 33
- Views: 15585
Re: Does it make sense to start at 4x25?
1980 when interest rates were at 17%, versus 30 years later in 2010 when they were at near-0% In the UK the taxman doesn't even bother taxing capital (price) appreciation on Treasury's (Gilts), broadly a zero sum game such that tax collecting would just be a cost. From the start of the Fed (fiat/fr...
- Mon Oct 07, 2024 11:31 am
- Forum: Gold
- Topic: Assorted Gold-related News
- Replies: 33
- Views: 18659
Re: Assorted Gold-related News
Not exactly news, but a brief chat I had with ChatGPT today: D: more than one gold coin from around the world contains .1867 oz gold. for example, the French 20-franc gold coin and the swiss 20-franc gold coin. Why is that? What measurement system were they using when those were minted? Chat: The r...
- Sat Sep 21, 2024 4:45 am
- Forum: Variable Portfolio Discussion
- Topic: BTC in the PP
- Replies: 388
- Views: 247595
Re: BTC in the PP
This may seem like a fiat system, but the difference is that it is fair. No one has the exclusive right to print money, thereby enslaving the rest. Printing more money isn't enslaving, just devaluation (inflationary). If you work all day and then get paid half a gold Eagle, fine. If instead you're ...
Re: GDE
Who is loaning out the $ for all these leveraged ETFs https://www.bogleheads.org/forum/viewtopic.php?t=364933 Same as for stocks, Futures/Options (cash settled markets). London Metals Exchange is cash settled, you could walk in with enough to buy up all of the gold in the world and have that order ...
GDE
GDE is a 90/90/10 stock/gold/cash ETF
28/25/47 GDE/TLT/SHY as a alternative to 25 each SPY/TLT/Gold/SHY ... may be more (gold) tax efficient for some ??
https://www.portfoliovisualizer.com/bac ... iIU8a8cWUh
28/25/47 GDE/TLT/SHY as a alternative to 25 each SPY/TLT/Gold/SHY ... may be more (gold) tax efficient for some ??
https://www.portfoliovisualizer.com/bac ... iIU8a8cWUh
- Sun Sep 08, 2024 12:07 pm
- Forum: Stocks
- Topic: S&P's New Index-Cap Rules Apply to Funds With $350 Billion
- Replies: 5
- Views: 4766
Re: S&P's New Index-Cap Rules Apply to Funds With $350 Billion
Also reddit's draggin the PP https://old.reddit.com/r/Bogleheads/comments/1f7ogj7/diversification/ If a 60 year old uncle had retired in 1980 with $400K, drawing a $20K/year SWR applied to a PP, they'd have been broke by 2020. If instead they'd invested in stocks and died recently they'd be leaving...
- Sun Sep 01, 2024 6:30 pm
- Forum: Permanent Portfolio Discussion
- Topic: Are you always taking a bath on at least one asset?
- Replies: 27
- Views: 13788
Re: Are you always taking a bath on at least one asset?
I guess more generally, how do folks here psychology insulate themselves from the tracking error inherent in these types of portfolios? Interestingly enough, I find it easier with just two items (Gold & VDCO). All the rebalancing between Bonds & Shares is not seen, and my mindset is that Go...
- Sat Aug 31, 2024 3:19 pm
- Forum: Politics
- Topic: Putin Invades Ukraine II
- Replies: 1210
- Views: 1244244
Re: Putin Invades Ukraine II
As Ukraine's in-house nuclear enrichment and ballistic missile developments near ready for testing, one has to wonder where they'll actually test as a declaration of capability. Foresee a year end 2024 for gold being a +25% year or more.