Search found 865 matches

by Hal
Fri Mar 05, 2021 5:02 pm
Forum: Other Discussions
Topic: For the Silver Stackers
Replies: 1
Views: 76

For the Silver Stackers

Best to watch this with the sound off if you understand German

https://www.youtube.com/watch?v=idBDCsmul4Y
by Hal
Thu Mar 04, 2021 11:07 pm
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 4057
Views: 237778

Re: Coronavirus General Discussion

Oh well.......

More of the same. State of Emergency extended until Christmas 2021 in Victoria.
But children will get 1/2 price fines - that's positive ::)

https://www.theage.com.au/national/vict ... 576zs.html
by Hal
Wed Mar 03, 2021 4:15 am
Forum: Politics
Topic: Whatever happened to BLM and ANTIFA?
Replies: 4
Views: 171

Re: Whatever happened to BLM and ANTIFA?

Well in Australia BLM vanished.
Think they were a Rent-a-Crowd group.
by Hal
Tue Mar 02, 2021 11:59 pm
Forum: Other Discussions
Topic: Dent vs Rickards
Replies: 0
Views: 60

Dent vs Rickards

Of course you could always have the PP and have a bet each way ::)

https://www.youtube.com/watch?v=N3C1DDk ... e=youtu.be
by Hal
Tue Mar 02, 2021 9:59 pm
Forum: Permanent Portfolio Discussion
Topic: US version of a Goldsmith PP?
Replies: 15
Views: 599

Re: US version of a Goldsmith PP?

And here are the individual components of the US Goldsmith PP.

Wouldn't think the PP would have so little volatility after looking at Gold alone :o
by Hal
Tue Mar 02, 2021 6:02 pm
Forum: Permanent Portfolio Discussion
Topic: Tyler hits it out of the park (again)
Replies: 12
Views: 466

Re: Tyler hits it out of the park (again)

Thanks Kevin, It was an interesting read. Reminded my a a Marc Faber talk I watched yesterday. He said the biggest mistake of his life was thinking that his opinion mattered, and said the most important thing was how you react to market changes, He also stated the it was not possible to accurately p...
by Hal
Tue Mar 02, 2021 1:42 pm
Forum: Permanent Portfolio Discussion
Topic: US version of a Goldsmith PP?
Replies: 15
Views: 599

Re: US version of a Goldsmith PP?

As an aside, this is a chart of how the Aussie GoldSmith components have performed recently. Anyone else have info from their countries? https://www.asx.com.au/prices/charting/index.html?code=VDCO&compareCode=GOLD&chartType=COMMONBASE&priceMovingAverage1=&priceMovingAverage2=&volumeIndicator=SMA&vol...
by Hal
Sun Feb 28, 2021 3:49 pm
Forum: Bonds
Topic: Good Bond Tutorial
Replies: 0
Views: 46

Good Bond Tutorial

by Hal
Tue Feb 23, 2021 4:58 am
Forum: Gold
Topic: Gold Defensive Strategy
Replies: 26
Views: 853

Re: Gold Defensive Strategy

The purpose of my physical gold VP is not to make any money; it is to avoid losing a lot if stocks, bonds and the USD tanks. I do think we are in for a serious reckoning in the next year or so. Silver, Bitcoin and Gamestop are something for 20 year olds to speculate on. I am retired and cannot affo...
by Hal
Tue Feb 23, 2021 1:58 am
Forum: Other Discussions
Topic: YouTube Junkie
Replies: 1068
Views: 231191

Re: YouTube Junkie

by Hal
Sun Feb 21, 2021 5:52 pm
Forum: Gold
Topic: Gold Defensive Strategy
Replies: 26
Views: 853

Re: Gold Defensive Strategy

dopplerdave wrote:
Sun Feb 21, 2021 9:24 am

Overall, this puts me 62.5% into gold - a highly defensive strategy. Is anyone else having the same thoughts?
Looks like Anthony Deden agrees with you. He's over 50% in Gold and Gold Shares.

https://edelweissholdings.com/docs/EH-C ... tation.pdf
by Hal
Sun Feb 21, 2021 4:19 pm
Forum: Permanent Portfolio Discussion
Topic: US version of a Goldsmith PP?
Replies: 15
Views: 599

Re: US version of a Goldsmith PP?

Can't get much closer than that!
Actually quite surprised how well it did in 2008-9....
by Hal
Thu Feb 18, 2021 7:30 pm
Forum: Other Discussions
Topic: Ammo price increase disparity
Replies: 14
Views: 357

Re: Ammo price increase disparity

vnatale wrote:
Thu Feb 18, 2021 6:33 pm
I played when I was 17 and 18 years old with friends.

I was terrible.
So did we. But we were terrible in a different way.....
Used to aim for the kangaroos on the course instead of the hole ::)

I have reformed now. Honestly.....
by Hal
Thu Feb 18, 2021 5:10 pm
Forum: Other Discussions
Topic: New Rickards book!
Replies: 22
Views: 510

Re: New Rickards book!

And this is the addendum for the Australian edition. Must say I was a little surprised to read this :o 1. Consider leaving the country 2. Your retirement fund will be taxed at a MUCH higher rate. Not sure how the recommendation to hold gold/wine/cryptos would obviate the taxation risk. Would still h...
by Hal
Thu Feb 18, 2021 6:17 am
Forum: Other Discussions
Topic: Math is cis-heteronormative racism!
Replies: 55
Views: 5449

Re: Math is cis-heteronormative racism!

Even the Mises Institute is discussing this :o
https://mises.org/wire/math-racist-does-not-compute

And the Government is racist because it does not grant the vote to my Collie dogs ;D
(Actually I think they can judge character better than most people)
by Hal
Wed Feb 17, 2021 6:07 pm
Forum: Permanent Portfolio Discussion
Topic: How does the G-Fund Work?
Replies: 23
Views: 647

Re: How does the G-Fund Work?

So my question is whether it works as Cash, LT Bonds, or something else? The G fund consists of short term treasuries which is used as a substitute for cash. So your allocation is 25% Gold, 50% Shares, 20% Cash, 5% Bonds (EDV) Perhaps consider increasing your Bond allocation if you wish to implemen...
by Hal
Wed Feb 17, 2021 11:00 am
Forum: Politics
Topic: Texas: all hat no cattle?
Replies: 29
Views: 730

Re: Texas: all hat no cattle?

We had a good laugh at ZeroHedge's reporting style :D https://www.zerohedge.com/energy/energy-emergency-texas-power-provider-warns-rotating-outages-cold-weather-tests-limits-grid Still, $9 per Kw/Hr !!! Entrepreneurial types should get there with portable generators - you would make a fortune feedin...
by Hal
Wed Feb 17, 2021 5:07 am
Forum: Permanent Portfolio Discussion
Topic: How does the G-Fund Work?
Replies: 23
Views: 647

Re: How does the G-Fund Work?

So my question is whether it works as Cash, LT Bonds, or something else? The G fund consists of short term treasuries which is used as a substitute for cash. So your allocation is 25% Gold, 50% Shares, 20% Cash, 5% Bonds (EDV) Perhaps consider increasing your Bond allocation if you wish to implemen...
by Hal
Wed Feb 17, 2021 4:47 am
Forum: Other Discussions
Topic: YouTube Junkie
Replies: 1068
Views: 231191

Re: YouTube Junkie

by Hal
Mon Feb 15, 2021 6:00 pm
Forum: Permanent Portfolio Discussion
Topic: Interesting Actuarial article; results close to PP
Replies: 0
Views: 290

Interesting Actuarial article; results close to PP

<snip> Looking at M2-M5 we find that the optimal mix, defined as the mix that best maximizes Return (Compound Annual Growth Rate) and Sharpe Ratio (at a Risk free rate of 3% or 4%) and minimizes Risk (Standard deviation), is something something in the order of: 70% Bonds, 15% stock and 15% Gold. <sn...
by Hal
Sun Feb 14, 2021 6:57 am
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 4057
Views: 237778

Re: Coronavirus General Discussion

Oh no, not again..... announced a few hours ago :P https://www.premier.vic.gov.au/sites/default/files/2021-02/210212%20-%20Table%20of%20restrictions.pdf Guess we can look forward to this again -> https://www.rebelnews.com/sydney_man_violently_arrested <edit> On a positive note, we went to the Balla...
by Hal
Sat Feb 13, 2021 3:59 am
Forum: Other Discussions
Topic: YouTube Junkie
Replies: 1068
Views: 231191

Re: YouTube Junkie

Historical films at Library of Congress

https://www.youtube.com/c/loc/playlists ... shelf_id=1