Search found 197 matches

by Hal
Sun Dec 08, 2019 6:56 am
Forum: Other Discussions
Topic: Do you buy land and houses/apartments or pavillions to rent ?
Replies: 20
Views: 320

Re: Do you buy land and houses/apartments or pavillions to rent ?

You may wish to research Marc Fabers asset allocation. https://mebfaber.com/2015/06/01/chapter-8-the-marc-faber-portfolio/ It's been a while since I have listened to him, however a few years back he was purchasing land in SE Asia. He doesn't use REITS, so rebalancing may be an issue for small portfo...
by Hal
Wed Dec 04, 2019 5:03 am
Forum: Permanent Portfolio Discussion
Topic: What is your current portfolio?
Replies: 36
Views: 8536

Re: What is your current portfolio?

The very first investing book I ever read was the Intelligent Investor by Benjamin Graham, Buffet’s mentor, which has a section IIRC correctly concerning someone who just doesn’t want to get into value investing/do the work etc. For this kind of investor he recommended a 50/50 stock/bond portfolio....
by Hal
Mon Nov 25, 2019 3:10 am
Forum: Variable Portfolio Discussion
Topic: Interesting talk on capital preservation
Replies: 21
Views: 5061

Re: Interesting talk on capital preservation

2 hours of confirmation bias for goldbugs :) Natural human skepticism has to be shut off when it comes to passive investing. Not sure what other areas of life are similar. This video really isn't about gold, although it does touch on it. This guy is not a goldbug, either: he doesn't know whether go...
by Hal
Fri Aug 09, 2019 5:28 pm
Forum: Other Discussions
Topic: Jim Rickards new book is an interesting read - almost PP like
Replies: 22
Views: 2930

Re: Jim Rickards new book is an interesting read - almost PP like

Is it US-centric, or global in its narrative? Or is it rather about applying principles? Great topic, by the way. I love me a good book review. What little I have read, it seems to be global in its coverage. Rickards thinks the current system will change due to the debt, and offers several guiding ...
by Hal
Fri Aug 09, 2019 5:31 am
Forum: Other Discussions
Topic: Jim Rickards new book is an interesting read - almost PP like
Replies: 22
Views: 2930

Jim Rickards new book is an interesting read - almost PP like

Hi All, Just reading a book called "Aftermath" and thought I would post a comment. Was most interested that Rickards believed that we would be entering a long term low growth environment over the next few years (assumption - not very PP like) and given that, a barbell portfolio should be held consis...
by Hal
Tue Jul 23, 2019 6:09 pm
Forum: Other Discussions
Topic: The other side of 100% stock allocation (Australia)
Replies: 3
Views: 435

The other side of 100% stock allocation (Australia)

https://cuffelinks.com.au/50-years-finally-ahead/ "This is a sobering reminder of the destructive effect of inflation, and also a reminder not to get caught up in boom-time media frenzies that lure people in at the worst time. ‘Buy and hold’, ‘set and forget’ only works if you have 50 years to wait...
by Hal
Fri May 17, 2019 6:19 am
Forum: Other Discussions
Topic: Bob Hawke, record-holding drinker, has died
Replies: 2
Views: 524

Re: Bob Hawke, record-holding drinker, has died

I remember him speaking just after the America's yacht racing cup was won... (doesn't seem like 36 years ago)

https://www.youtube.com/watch?v=s8mdHO2_Zo8

and the "secret" winged keel

https://en.wikipedia.org/wiki/Winged_keel
by Hal
Mon May 06, 2019 12:50 am
Forum: Gold
Topic: Time to Return to the Gold Standard?
Replies: 57
Views: 5600

Re: Time to Return to the Gold Standard?

Tn, With respect, you are just flat wrong on several points concerning paper money. Financial crises were far more frequent in earlier times and usually more severe on average. Additionally, very few economic crises have anything to do with money per se. They are almost always caused by something m...
by Hal
Sat May 04, 2019 7:56 am
Forum: Gold
Topic: Hello Everyone
Replies: 10
Views: 1346

Re: Hello Everyone

Thanks alot for the info. So for Perth Mint is there any general consensus on which is best: the online depository, depository program (offline by phone), or the certificate program? And finally what do people think about Perth Mints ETF AAAU vs the depositories? (I know I am asking alot of questio...
by Hal
Tue Apr 30, 2019 10:35 am
Forum: Other Discussions
Topic: Wonder how the PP acts in this scenario....
Replies: 13
Views: 1597

Re: Wonder how the PP acts in this scenario....

It's purely supply and demand. Meaning as you go down the list, demand is higher? Why on earth, for example, would Spain's bonds be more attractive than US bonds? Demand is only 1/2 of the equation. The EU is in a strange situation where it is easy on the monetary side and pursing austerity on the ...
by Hal
Mon Apr 29, 2019 6:55 am
Forum: Other Discussions
Topic: Wonder how the PP acts in this scenario....
Replies: 13
Views: 1597

Re: Wonder how the PP acts in this scenario....

76 minutes? I would need an executive summary. :) I think it's too long as well, however -- in the first couple of minutes, he refers to a debate he had with Christopher Joye: https://www.youtube.com/watch?v=nQuKMsmVq5c It's about 25 minutes long and very fast paced. What I like, is that both sides...
by Hal
Sun Apr 28, 2019 2:44 am
Forum: Other Discussions
Topic: Wonder how the PP acts in this scenario....
Replies: 13
Views: 1597

Re: Wonder how the PP acts in this scenario....

Executive Summary :) Basically Australia's turn to go through what the US did back in 2008 due to bad bank loans for housing And your are correct, he is a bit of a prophet of doom, but unless you visit Australia you have no idea of the property bubble ! I am writing this in a small country town, pop...