Search found 4636 matches

by doodle
Mon Aug 08, 2022 6:41 pm
Forum: Politics
Topic: Inflation Reduction Act
Replies: 96
Views: 909

Re: Inflation Reduction Act

I can't say, but I think as long as people are struggling to get by energy should be as cheap as possible. The alternative is rich people removing the ladder that got them there. Life is struggle….no matter how far the human race advances in living standards we will just keep moving the goalposts a...
by doodle
Sun Aug 07, 2022 1:34 pm
Forum: Politics
Topic: Inflation Reduction Act
Replies: 96
Views: 909

Re: Inflation Reduction Act

Haven't read the contents of inflation reduction act so can't comment on it's effectiveness but what role does leadership or legislative action play in moving humanity into a new era of energy production? Their role should be to get out of the way. Energy is already one of the most regulated indust...
by doodle
Sat Aug 06, 2022 8:54 am
Forum: Politics
Topic: Inflation Reduction Act
Replies: 96
Views: 909

Re: Inflation Reduction Act

Not to try to push this conversation too far off on a tangent, but is there some recognition that failure to transition off fossil fuels could have massive inflationary impacts in the not too distant future? Haven't read the contents of inflation reduction act so can't comment on it's effectiveness ...
by doodle
Tue Jun 21, 2022 8:39 am
Forum: Permanent Portfolio Discussion
Topic: Absolutely brutal - 5/5
Replies: 294
Views: 16185

Re: Absolutely brutal - 5/5

I don't have an issue with Mathjaks criticism of the portfolios performance as it's mostly just objective performance numbers at this point. What I don't understand though is his unwillingness to consider that perhaps his investing lifetime encompassed an exceptionally prosperperous time for stocks ...
by doodle
Mon Jun 20, 2022 9:16 pm
Forum: Permanent Portfolio Discussion
Topic: Absolutely brutal - 5/5
Replies: 294
Views: 16185

Re: Absolutely brutal - 5/5

I think Mathjaks analysis is a bit clouded by recency bias as well as analyzing outcomes specific to one country blessed by exceptionally favorable circumstances and demographics. The performance of the stock market in the United States over the course of Mathjaks lifetime has been truly incredible....
by doodle
Sat May 28, 2022 11:14 am
Forum: Permanent Portfolio Discussion
Topic: What kind of inflation are we experiencing?
Replies: 34
Views: 2627

Re: What kind of inflation are we experiencing?

But if you're right and the whole world ends up like Japan, wouldn't we be ecstatic? Japan is a wonderful place: politically stable, high income, high standard of living, high life expectancy, good education, good health care, reasonably affordable, advanced transportation infrastructure, ease of a...
by doodle
Sat May 28, 2022 9:04 am
Forum: Permanent Portfolio Discussion
Topic: What kind of inflation are we experiencing?
Replies: 34
Views: 2627

Re: What kind of inflation are we experiencing?

I'm not as optimistic about renewables as you are. I'm sort of in the camp that fusion is our best option with maybe nuclear as a bridge. Wind and solar are intensive in terms of input energy for mining, manufacturing, installation, and come with a host of highly polluting processes in production an...
by doodle
Fri May 27, 2022 9:37 pm
Forum: Permanent Portfolio Discussion
Topic: What kind of inflation are we experiencing?
Replies: 34
Views: 2627

Re: What kind of inflation are we experiencing?

Interesting and telling that in terms of returns, the 100% stock portfolio was the best overall (at least in the USA; negligible difference in the UK example). This pretty much supports my thinking over the past couple of years that the best long-term portfolio is 100% stocks. If you don't want to ...
by doodle
Wed Feb 02, 2022 8:02 am
Forum: Other Discussions
Topic: Excellent video on Bitcoin and nfts
Replies: 6
Views: 853

Excellent video on Bitcoin and nfts

Well worth watching. Most lucid, well researched and informative thing I've seen to date regarding this space

https://youtu.be/YQ_xWvX1n9g

by doodle
Thu Jul 08, 2021 9:35 pm
Forum: Bonds
Topic: Falling yields
Replies: 47
Views: 9140

Re: Falling yields

Man, I don't know. I keep running into business people and businesses that are desperate for workers. And big wage increases. I'll spare you the anecdotes, but they are everywhere. My prediction, inflation soon and bigger than you expect. So will that be stagflation? Seems like a plausible scenario...
by doodle
Thu Jul 08, 2021 6:14 am
Forum: Bonds
Topic: Falling yields
Replies: 47
Views: 9140

Re: Falling yields

I guess that inflation fear mania really signaled a buying opportunity for long bonds. What say all the interest rate vigilantes now?
by doodle
Fri Jul 02, 2021 6:44 am
Forum: Other Discussions
Topic: The Carb Poll
Replies: 25
Views: 2538

Re: The Carb Poll

From the longevity studies I've seen and the scientists I've listened to...lately David Sinclair...what you eat by and large comes second to frequency of feeding in that smaller feeding window coupled with calorie restriction (while simultaneously maintaining complete nutritional intake) will delive...
by doodle
Thu Jun 24, 2021 11:20 pm
Forum: Bonds
Topic: Falling yields
Replies: 47
Views: 9140

Re: Falling yields

Main reasons I'm not interested in having kids:

Expensive
Too much responsibility
Future too uncertain
by doodle
Wed Jun 23, 2021 9:18 pm
Forum: Bonds
Topic: Falling yields
Replies: 47
Views: 9140

Re: Falling yields

In the US, more people are entering their peak spending/reproducing/earning years But they dont seem to be reproducing...and children are one of the primary reasons driving housing and spending. To me it seems that relative to 60 years ago we have strongly declining demographics. How long it takes ...
by doodle
Wed Jun 23, 2021 8:52 pm
Forum: Bonds
Topic: Falling yields
Replies: 47
Views: 9140

Re: Falling yields

Japan
1200px-USA2020dec1.png
1200px-USA2020dec1.png (186.68 KiB) Viewed 4641 times
USA
Japan_population_pyramid_10.01.2019.png
Japan_population_pyramid_10.01.2019.png (127.62 KiB) Viewed 4641 times
and lets compare that to 1965
Population+Pyramid+–+1965+Source_+U.+S..jpg
Population+Pyramid+–+1965+Source_+U.+S..jpg (54.98 KiB) Viewed 4641 times
by doodle
Mon Jun 21, 2021 12:09 pm
Forum: Bonds
Topic: Falling yields
Replies: 47
Views: 9140

Re: Falling yields

People are completely ignoring deflationary headwinds from declining demographics amongst all major economies including China, technology advances, high levels of debt, overextended asset prices, and gridlocked government.
by doodle
Mon Jun 21, 2021 12:14 am
Forum: Bonds
Topic: Falling yields
Replies: 47
Views: 9140

Re: Falling yields

The inflation hysteria got out of control
by doodle
Thu Jun 17, 2021 7:29 am
Forum: Other Discussions
Topic: The Rise of the City State
Replies: 7
Views: 989

The Rise of the City State

Take heart libertarians...this might have legs.

https://www.google.com/amp/s/aeon.co/a ... -upon-usp

Nation-states came late to history, and there’s plenty of evidence to suggest they won’t make it to the end of the century
by doodle
Wed Jun 09, 2021 7:10 pm
Forum: Bonds
Topic: Falling yields
Replies: 47
Views: 9140

Falling yields

Fed talking about tapering, everyone freaking out about inflation but the bond market shrugs it off and yields continue to drop...hmmm, almost as if maybe this whole inflation thing has been overblown again.
by doodle
Mon May 31, 2021 8:48 am
Forum: Variable Portfolio Discussion
Topic: I think it’s time to move into crypto
Replies: 156
Views: 30024

Re: I think it’s time to move into crypto

So as I have been playing around in the crypto space I am starting to be less and less impressed. Speeds are just not competitive with banking system...and it's wonkiness is terryfying at times. Sending substantial sums of money that doesn't arrive for a half hour with no one to call or recourse at ...
by doodle
Sun May 23, 2021 2:57 pm
Forum: Variable Portfolio Discussion
Topic: Crypto convert
Replies: 13
Views: 3450

Re: Crypto convert

Not thrilled with coinbase. They really need to start investing some of their billions in a better platform. Interface wise it is not impressive at all.
by doodle
Sun May 23, 2021 2:17 pm
Forum: Variable Portfolio Discussion
Topic: I think it’s time to move into crypto
Replies: 156
Views: 30024

Re: I think it’s time to move into crypto

Hal wrote:
Thu May 20, 2021 5:39 pm
Crypto diversification video

https://www.youtube.com/watch?v=abhPP_DeRSc
Crypto doesn't protect you either...as someone pointing a gun at your head could very easily convince you to send funds to another address.
by doodle
Sun May 23, 2021 1:58 pm
Forum: Other Discussions
Topic: Attention, Doodle!
Replies: 12
Views: 1450

Re: Attention, Doodle!

Imagine being a Chinese factory worker, saving 50% of your paltry wages in Treasuries, only to see your loans to the US government being doled out to loafs so that they can buy the stuff that you make at Wal Mart. And Trump had the sheer audacity to say it was the CHINESE who were manipulating thei...
by doodle
Sun May 23, 2021 1:52 pm
Forum: Variable Portfolio Discussion
Topic: Crypto convert
Replies: 13
Views: 3450

Re: Crypto convert

Btw...if you were thinking of dabbling in this space...now wouldn't be the worst time as everything has basically collapsed 50%