Search found 192 matches

by Hal
Tue Jul 23, 2019 6:09 pm
Forum: Other Discussions
Topic: The other side of 100% stock allocation (Australia)
Replies: 1
Views: 30

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: 278

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: 3011

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: 733

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: 862

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: 862

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: 862

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...
by Hal
Thu Apr 18, 2019 9:50 pm
Forum: Permanent Portfolio Funds
Topic: Found Aus PP fund
Replies: 1
Views: 858

Found Aus PP fund

Hello All, While I run my own PP this may be useful for people who do not have the time or inclination. Perhaps useful for SMSF's ? http://corcapital.com.au/wp-content/uploads/2019/04/Monthly_Report_March-2019_v2_1.pdf http://corcapital.com.au/Cor_Capital_Fund-Rating_Report-13-7-2015.pdf Check out T...
by Hal
Sun Mar 24, 2019 10:32 pm
Forum: Cash
Topic: Cash in an inverted bond market
Replies: 7
Views: 918

Re: Cash in an inverted bond market

From Benjamin Graham in "The Intelligent Investor" <snip> Savings Deposits in Lieu of Bonds An investor may now obtain as high an interest rate from a savings deposit in a commercial or savings bank (or from a bank certificate of deposit) as he can from a first-grade bond of short maturity. The inte...
by Hal
Fri Mar 08, 2019 2:10 am
Forum: Other Discussions
Topic: The more I study, the happier I am with the PP
Replies: 0
Views: 314

The more I study, the happier I am with the PP

Interesting Economics talk. Note how a slightly wrong assumption destroys the model. The PP, relying on fundamentals, looks even better now compared to more complex asset allocation models. Also note the reference to Contrarian Investing near the end of the presentation https://www.youtube.com/watch...