Search found 4590 matches

by doodle
Sat May 08, 2021 3:21 pm
Forum: Permanent Portfolio Discussion
Topic: Permanent Portfolio concept continues to live on
Replies: 84
Views: 2333

Re: Permanent Portfolio concept continues to live on

Maybe thoreau was on to something... I see young men, my townsmen, whose misfortune it is to have inherited farms, houses, barns, cattle, and farming tools; for these are more easily acquired than got rid of. Better if they had been born in the open pasture and suckled by a wolf, that they might hav...
by doodle
Sat May 08, 2021 3:18 pm
Forum: Permanent Portfolio Discussion
Topic: Permanent Portfolio concept continues to live on
Replies: 84
Views: 2333

Re: Permanent Portfolio concept continues to live on

Anyone else have the feeling that houses are overated and this latest mania in them is some weird kind of cultural hysteria? I mean, it's great having a place of your own to sleep and store your shit but in general houses are a pain in the ass. Everyone I've owned was like having an 20 year old cat....
by doodle
Thu May 06, 2021 8:11 am
Forum: Permanent Portfolio Discussion
Topic: Permanent Portfolio concept continues to live on
Replies: 84
Views: 2333

Re: Permanent Portfolio concept continues to live on

On the topic of housing...for the last two years more or less I've been working in construction and from my perspective the industry is way overdue for a massive evolution. I've worked everything from custom mansions to cookie cutter developments and the inefficiency across the board is staggering. ...
by doodle
Tue May 04, 2021 9:37 pm
Forum: Permanent Portfolio Discussion
Topic: Permanent Portfolio concept continues to live on
Replies: 84
Views: 2333

Re: Permanent Portfolio concept continues to live on

The thing I see the least value in is the cash component. In HB's times it would be earning several percent interest. One really has to work extra hard for cash returns nowadays....deep cash in I and EE bonds is no brainer...both yielding about 3.5%...perhaps slightly extending out the curve to the...
by doodle
Tue May 04, 2021 8:22 am
Forum: Permanent Portfolio Discussion
Topic: Permanent Portfolio concept continues to live on
Replies: 84
Views: 2333

Re: Permanent Portfolio concept continues to live on

Kriegs...thanks for references I will look more into some of those names. I definitely think that Buckminster Fullers concept of doing more with less (ephemerilization) is in full effect. Combined with moderating to shrinking demographics and the end of a long term debt cycle and the future is defin...
by doodle
Mon May 03, 2021 7:02 pm
Forum: Permanent Portfolio Discussion
Topic: Permanent Portfolio concept continues to live on
Replies: 84
Views: 2333

Re: Permanent Portfolio concept continues to live on

I'm not the norm currently, but more and more people are starting to realize this endless rat race debt fueled lifestyle sucks..and furthermore is gutting our planet..who knows when cultural habits start to shift. If more and more Americans came to realize the benefits to the quality of life they co...
by doodle
Mon May 03, 2021 6:53 pm
Forum: Permanent Portfolio Discussion
Topic: Permanent Portfolio concept continues to live on
Replies: 84
Views: 2333

Re: Permanent Portfolio concept continues to live on

Jak, you should start a forum dedicated to your ideas. Or take it to Bogleheads. I mean, the first hundred or so explanations were enough, for me anyway. If people are open to new ideas then rehashing topics can lead to further insights. Mathjak is completely convinced that the growth trends of the...
by doodle
Sun May 02, 2021 3:16 pm
Forum: Permanent Portfolio Discussion
Topic: Permanent Portfolio concept continues to live on
Replies: 84
Views: 2333

Re: Permanent Portfolio concept continues to live on

I have been listening to people for 30 years tell me that hyperinflation and/or a massive stock collapse worse than 1929 are right around the corner. If I had listened to them I would be a lot poorer. If I had completely ignored them I’d be a lot richer. Instead I’m somewhere in-between! Somewhere ...
by doodle
Sat May 01, 2021 4:07 pm
Forum: Permanent Portfolio Discussion
Topic: Dragon Portfolio
Replies: 15
Views: 688

Re: Dragon Portfolio

The commodity is active though...so needs to incorporate some kind of moving average sell and buy signals. I'm not sure about the long volatility either as it is usually accomplished with options...that seems pricy.
by doodle
Sat May 01, 2021 8:13 am
Forum: Permanent Portfolio Discussion
Topic: Permanent Portfolio concept continues to live on
Replies: 84
Views: 2333

Re: Permanent Portfolio concept continues to live on

What you end up doing is what happens to those who wait for the proverbial crash to buy stocks …they wait so long that they gave up more than they could ever get .. Plus if you are waiting for that flight to safety you are going to be timing to grab that gain because as we know as soon as the smoke...
by doodle
Sat May 01, 2021 7:44 am
Forum: Permanent Portfolio Discussion
Topic: Permanent Portfolio concept continues to live on
Replies: 84
Views: 2333

Re: Permanent Portfolio concept continues to live on

Screenshot_20210501-064340.png
Screenshot_20210501-064340.png (248.46 KiB) Viewed 766 times
by doodle
Sat May 01, 2021 7:33 am
Forum: Permanent Portfolio Discussion
Topic: Permanent Portfolio concept continues to live on
Replies: 84
Views: 2333

Re: Permanent Portfolio concept continues to live on

What you end up doing is what happens to those who wait for the proverbial crash to buy stocks …they wait so long that they gave up more than they could ever get .. Plus if you are waiting for that flight to safety you are going to be timing to grab that gain because as we know as soon as the smoke...
by doodle
Fri Apr 30, 2021 5:06 pm
Forum: Permanent Portfolio Discussion
Topic: Dragon Portfolio
Replies: 15
Views: 688

Re: Dragon Portfolio

I actually just posted a Chris Cole interview above....first time running across him. Struck me as having a very Harry Browne type investment philosophy. Conversations with members here like Mathjak make me realize that many people really aren't able to see the last 40 years of equity outperformanc...
by doodle
Fri Apr 30, 2021 4:49 pm
Forum: Variable Portfolio Discussion
Topic: mathjak's daytrading adventures
Replies: 1249
Views: 79749

Re: mathjak's daytrading adventures

I'd add...America in 1950 and America today in my mind are almost two completely different nations and cultures. If one were to say stocks and bonds performed well coming out of a 1950s America....then I would expect those would be the worst assets going forward considering how radically different o...
by doodle
Fri Apr 30, 2021 4:37 pm
Forum: Variable Portfolio Discussion
Topic: mathjak's daytrading adventures
Replies: 1249
Views: 79749

Re: mathjak's daytrading adventures

The fact is that your investment time frame stands alone in terms of exceptional returns on stocks and bonds...and that experience colors the entire investment industry's perceptions regarding appropriate asset allocation. All that counts is what our own time frames do … You can back test all the p...
by doodle
Fri Apr 30, 2021 4:25 pm
Forum: Permanent Portfolio Discussion
Topic: Dragon Portfolio
Replies: 15
Views: 688

Re: Dragon Portfolio

There are other ways....commodity momentum for example VGPMX being some kind of broad commodity index
by doodle
Fri Apr 30, 2021 1:24 pm
Forum: Variable Portfolio Discussion
Topic: mathjak's daytrading adventures
Replies: 1249
Views: 79749

Re: mathjak's daytrading adventures

The fact is that your investment time frame stands alone in terms of exceptional returns on stocks and bonds...and that experience colors the entire investment industry's perceptions regarding appropriate asset allocation.
by doodle
Fri Apr 30, 2021 12:35 pm
Forum: Variable Portfolio Discussion
Topic: mathjak's daytrading adventures
Replies: 1249
Views: 79749

Re: mathjak's daytrading adventures

Screenshot_20210430-113356.png
Screenshot_20210430-113356.png (103.1 KiB) Viewed 503 times
Oh, to be blessed to have been born and invested over Mathjaks time frame...
by doodle
Fri Apr 30, 2021 12:01 pm
Forum: Permanent Portfolio Discussion
Topic: Dragon Portfolio
Replies: 15
Views: 688

Re: Dragon Portfolio

Active long volatility and commodity trend following are the two areas that seem most complicated for the average investor. Haven't heard how he proposes actually putting those into practice....any ideas?
by doodle
Fri Apr 30, 2021 11:57 am
Forum: Permanent Portfolio Discussion
Topic: Dragon Portfolio
Replies: 15
Views: 688

Re: Dragon Portfolio

I actually just posted a Chris Cole interview above....first time running across him. Struck me as having a very Harry Browne type investment philosophy. Conversations with members here like Mathjak make me realize that many people really aren't able to see the last 40 years of equity outperformance...
by doodle
Fri Apr 30, 2021 9:34 am
Forum: Permanent Portfolio Discussion
Topic: Permanent Portfolio concept continues to live on
Replies: 84
Views: 2333

Permanent Portfolio concept continues to live on

https://www.youtube.com/watch?v=SkfgEZtJ9LA Worth a listen for anyone doubting the permanent portfolio. Imagine being furnished with generational wealth under one condition – you must choose only one asset allocation for your portfolio and stick with it for 100 years. Where would you even start? Ch...
by doodle
Mon Apr 26, 2021 9:09 pm
Forum: Other Discussions
Topic: Ebay collecting tax now....
Replies: 16
Views: 420

Re: Ebay collecting tax now....

If you sell at a loss is it a tax write off?
by doodle
Mon Apr 26, 2021 5:40 pm
Forum: Other Discussions
Topic: Ebay collecting tax now....
Replies: 16
Views: 420

Ebay collecting tax now....

This is a new one to me...Ebay now taxes sales on used goods into almost every state...

Since when are used goods between private sellers taxed??? Do people pay taxes at garage sales now?
by doodle
Mon Apr 26, 2021 2:15 pm
Forum: Permanent Portfolio Discussion
Topic: Mathjak! Do Safe Haven Investments Really Exist?
Replies: 32
Views: 1093

Re: Mathjak! Do Safe Haven Investments Really Exist?

If I wasn’t so far behind in the pp I likely would have moved away from it but I think for now the damage is done ... Sunk cost fallacy...you are violating your own philosophy of starting each day new. It's a tough environment to invest in...I don't blame anyone for feeling uncertain about their al...