Search found 437 matches

by joypog
Wed Sep 28, 2022 8:45 pm
Forum: Politics
Topic: Next up on the planned crisis list
Replies: 69
Views: 6701

Re: Next up on the planned crisis list

Interesting article on the completely false #chinacoup rumor that made the rounds this weekend.
https://www.technologyreview.com/2022/0 ... ina-india/
by joypog
Mon Sep 26, 2022 5:59 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 581
Views: 41096

Re: Putin Invades Ukraine II

Still, signing up for the National Guard is a choice specifically entailed the risk of going to war...which is a far cry from just being a male citizen between 18-60 being pressganged into service with a couple weeks of training before going to the front. That article brings up some interesting supp...
by joypog
Mon Sep 26, 2022 5:00 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 581
Views: 41096

Re: Putin Invades Ukraine II

Heartbreaking twitter thread of the continuing cost of war from someone who grew up with a father with untreated PTSD who returned from the Soviet war in Afghanistan. https://twitter.com/ChrisO_wiki/status/1574373644968628225 This war is going to have generational consequences , even if it ended ri...
by joypog
Mon Sep 26, 2022 12:19 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 581
Views: 41096

Re: Putin Invades Ukraine II

Heartbreaking twitter thread of the continuing cost of war from someone who grew up with a father with untreated PTSD who returned from the Soviet war in Afghanistan. https://twitter.com/ChrisO_wiki/status/1574373644968628225 This war is going to have generational consequences , even if it ended ri...
by joypog
Mon Sep 26, 2022 10:03 am
Forum: Politics
Topic: The Left is Eating Itself Pt. II
Replies: 895
Views: 257672

Re: The Left is Eating Itself Pt. II

This is really The Left is Eating All of US. Boglehead asked about residential crime data in Maryland. Someone posted an interesting article from last year: Two major real estate search engines nix crime data in racial equity push Taubman said that Redfin had been weighing whether to add informatio...
by joypog
Mon Sep 26, 2022 9:59 am
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 581
Views: 41096

Re: Putin Invades Ukraine II

Heartbreaking twitter thread of the continuing cost of war from someone who grew up with a father with untreated PTSD who returned from the Soviet war in Afghanistan. https://twitter.com/ChrisO_wiki/status/1574373644968628225 This war is going to have generational consequences, even if it ended righ...
by joypog
Mon Sep 26, 2022 9:56 am
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 581
Views: 41096

Re: Putin Invades Ukraine II

dualstow wrote:
Mon Sep 26, 2022 6:28 am
^ Scary! ^
After the article, I couldn’t help but read the list of 50 Irish boys’ names and their meanings, plus the arguing in the comments.
That's the internet today. Article on nukes, link to random subject, arguments in comments.
by joypog
Mon Sep 26, 2022 1:49 am
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 581
Views: 41096

Re: Putin Invades Ukraine II

Really interesting analysis videos from a political philosopher, Russian expat about the recent mobilization. https://youtu.be/SXLKRktT-Q8 https://youtu.be/HravTYSIVu4 His thesis is that Putin's basic deal with the populace is they stay out of politics and and he doesn't drag them into politics. But...
by joypog
Sun Sep 25, 2022 5:26 pm
Forum: Other Discussions
Topic: $250 investment for a 19 year old?
Replies: 30
Views: 285

Re: $250 investment for a 19 year old?

Open an account at fidelity where they sell partial shares and get $125 of SP500 and $125 of SCV
by joypog
Fri Sep 23, 2022 1:56 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 581
Views: 41096

Re: Putin Invades Ukraine II

Interesting video on "Cognitive Warfare" By Col. Dr. Markus Reisner, at the Theresan Military Academy in Austria. Discusses the dynamics on the two sides as they try to shape public opinion. Video is in English.

Edit: here's the link
https://www.youtube.com/watch?v=MojUU8GgThM
by joypog
Wed Sep 21, 2022 12:47 pm
Forum: Other Discussions
Topic: Scarce and high priced energy in Europe
Replies: 87
Views: 2225

Re: Scarce and high priced energy in Europe

Anyone who doesn't know what DEI stands for at this point has been living under a rock, so I didn't feel the need to spell it out. Or, maybe it means it is not the threat you perceive it to be? Not all that pervasive in American life? It's a huge deal to the twitter right+left. I presume it's perva...
by joypog
Tue Sep 20, 2022 9:23 pm
Forum: Politics
Topic: Next up on the planned crisis list
Replies: 69
Views: 6701

Re: Next up on the planned crisis list

What's going down in Iran?
by joypog
Mon Sep 19, 2022 12:46 pm
Forum: Other Discussions
Topic: Justice Ginsberg Has Lung Cancer
Replies: 15
Views: 3454

Re: Justice Ginsberg Has Lung Cancer

F
by joypog
Sun Sep 18, 2022 10:16 pm
Forum: Bonds
Topic: TIPS vs. the PP Barbell or iBonds: No Contest
Replies: 14
Views: 436

Re: TIPS vs. the PP Barbell or iBonds: No Contest

Interesting graph. That graph is a darn good argument to not rely on any bonds at all for negative correlation against the stock market. However, since TIPS have been more prone to follow stocks for the entire life of this investment product....its a bigger stretch to say it's a good alternative to ...
by joypog
Sun Sep 18, 2022 7:19 pm
Forum: Bonds
Topic: TIPS vs. the PP Barbell or iBonds: No Contest
Replies: 14
Views: 436

Re: TIPS vs. the PP Barbell or iBonds: No Contest

I think the better PV tool for thinking about TIPS on is the asset correlation tool (this link is goes back to 2000 so it covers two recessions). https://www.portfoliovisualizer.com/asset-correlations?s=y&symbols=VTSMX+VIPSX+CASHX+VUSTX&timePeriod=2&tradingDays=60&months=60 In a risk parity style po...
by joypog
Sun Sep 18, 2022 4:23 pm
Forum: Bonds
Topic: TIPS vs. the PP Barbell or iBonds: No Contest
Replies: 14
Views: 436

Re: TIPS vs. the PP Barbell or iBonds: No Contest

That's the big problem with TIPS...I feel it is too correlated with stocks to hold as an open-ended investment.

For giggles, I'm putting 10k/year TIPS for our kid's college expenses. Along with ibonds I consider them part our cash / STT holdings.
by joypog
Sat Sep 17, 2022 8:59 am
Forum: Permanent Portfolio Discussion
Topic: PP YTD performance - was it the worst ever?
Replies: 101
Views: 2856

Re: PP YTD performance - was it the worst ever?

I’ve stuck with ~50% stocks while incorporating LTT and Gold Definitely would be better off financially if I had stuck with more the 65/35 ish I back before (TSM/SCV/INTL;TBM) But, slept a lot better So, I figure it worked out ok and I learned a thing or two Way underrated aspect of portfolio const...
by joypog
Sat Sep 17, 2022 8:57 am
Forum: Politics
Topic: Vinny’s Mexican Adventure
Replies: 55
Views: 967

Re: Vinny’s Mexican Adventure

kbg now do israel/Palestine :) That's a tough one for sure. On colonialism...lots of context behind that stuff that was prevalent at the time...Christianity/white man's burden and Darwinian theories. While Darwin may be pretty good scientifically, it is plausible to say his theories led to a lot of...
by joypog
Sat Sep 17, 2022 8:55 am
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 581
Views: 41096

Re: Putin Invades Ukraine II

Interesting analysis from the Perun video channel, just released this morning. And yes, I just listened to the whole 1.5 hours this morning. https://youtu.be/B93tLs39pQo Perun was a gamer channel pre-invasion but switched over to presenting hour-long powerpoint slide presentations discussing the lar...
by joypog
Sat Sep 17, 2022 8:52 am
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 581
Views: 41096

Re: Putin Invades Ukraine II

Yeah...a piece of why I went off on Vinny's post. I hate false equivalency and that type of analytical reasoning...because A did something wrong in the past A can't criticize B. Criticizing both is the only moral stand one should take. Yes. In the whataboutism game I like to choose "both are bad". ...
by joypog
Fri Sep 16, 2022 11:27 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 581
Views: 41096

Re: Putin Invades Ukraine II

The pictures coming out of Izyum...grim stuff.
by joypog
Fri Sep 16, 2022 6:39 pm
Forum: Politics
Topic: Vinny’s Mexican Adventure
Replies: 55
Views: 967

Re: Vinny’s Mexican Adventure

I saw this thread title and thought hungover in TJ....a day late and missing a passport.
by joypog
Thu Sep 15, 2022 3:18 pm
Forum: Gold
Topic: Gold will rise when Fed stops raising interest rates?
Replies: 49
Views: 1427

Re: Gold will rise when Fed stops raising interest rates?

I speak out of both sides of my mouth...I have around a 20% allocation to gold which ends up about 10% proportionally in the leveraged portfolios I run. I don't expect anything from it based on anything. I am completely going by the historical track record that indicates every once in a while it go...
by joypog
Thu Sep 15, 2022 9:33 am
Forum: Gold
Topic: Gold will rise when Fed stops raising interest rates?
Replies: 49
Views: 1427

Re: Gold will rise when Fed stops raising interest rates?

There are always stories about how "this time it's different".

At some point it will be different....for stocks, bonds, LTT's, gold, etc.

The question is how much do you want to bet on it (any instance of "it")?