This allocation has a great ulcer index - but it's at the bottom of the table for almost all other metrics? I've spent quite some time playing with the charts and backtesting ideas - they're great and addictive but in the end they're tools. Given my rookie level of understanding I'd really like to ...

Those in turn lead me to try to understand what would be an optimal PP (or GB *) for a "countryless", itinerant person (a bit like me) but the more I research that topic, the more it's becoming intractable :) (I'm probably overthinking it but I'm really interested in understanding the theory). Well...

Good evening Witchcraft, Congratulations on your first post. It's late here in Australia so I will be brief. For my purposes I use Smithys GoldSmith portfolio (see footnote) and a retirement fund consisting of 2:1 International Fixed Interest (Hedged to AUD) to International Equities and 25% Gold ou...

For my pennies worth.... It's always good to have a plan B. For me, I plan to switch over to the BelangP portfolio when I consider the PP is no longer viable. HB said himself in his radio show, that if everything went to to pieces you would still have 25% Gold. What he didn't say was how not to reba...

Enjoy!
https://www.msci.com/research-and-insig ... -inflation

Interesting read Seajay - Thanks.

Some more history
https://www.parliament.uk/about/living- ... -standard/

It sure is helping in Australia !

There is a good argument that it truly is different this time. Different in the sense that the Fed is being presented with a Hobson's choice from which there is likely no good outcome--and different in the sense that the global elite appear to actually be TRYING to take down the economy. That said,...

Impressive...

https://www.youtube.com/watch?app=desktop&v=ibAmxkLgzOQ

Forgive me, but I'm having a hard time understanding why this ChatBot thing is anything but a glorified version of my long-lost doll. At least Chatty Cathy had something edifying to say. Well, they still sell Talky Tina ::) https://www.youtube.com/watch?v=Bc9HtdMDvZM No explanation needed for Twili...

I Shrugged wrote: ↑

Mon Feb 13, 2023 7:10 pm

Chat GPT?

You want real AI? Remember my evil twin!
https://www.youtube.com/watch?v=Wy4EfdnMZ5g

I strongly suggest the kitces video for understanding this fact . It should be required watching for anyone who wants to understand just what the term means https://www.youtube.com/watch?v=7sUl_04g-CQ Thanks Mathjak, you've persuaded me to watch Kitces! I would imagine then it would still be safer ...

Adding some cash to Seajays allocation, say 50% SCV, 25% Gold (2:1 ratio) and 25% Cash gives *drumroll* 6.1% SWR.

As a UK based investor, Pounds in UK home, US dollars invested in US stock, gold non-fiat global currency is broad enough currency and asset diversity. As well as reduced counter-party risk (house and gold in-hand). Similar to what the Talmud advocated millennia ago. Not a terrible choice. If you a...

There are some old games I really want to play. Shogo, Rainbox Six, Swat 2, Warcraft 2, and others. I was thinking of buying an old Windows XP machine so that I could play them natively again. Have you used an emulator and played them non-natively? Yeah... it's just not the same. There's almost alw...

Maddy wrote: ↑

Fri Jan 20, 2023 11:43 am

There is obviously a plan here. Anyone want to speculate?

The "Only source of truth" Jacinta Adern needs a new country to destroy. Vacancy coming up in USA!!

https://www.armstrongeconomics.com/inte ... t-resigns/

...Sound Blaster I remember when I first got into PC building (this was like 2005 or so), it was a serious faux pas amongst enthusiasts to use onboard audio. To be fair, those sound blaster cards were REALLY good at creating spatial audio. The usual snide remark about onboard audio was "do you real...

Something lighthearted :D https://www.youtube.com/watch?v=hvKiQRYORyE and read the comments! <snip> Wait! My son WAS thrown out of economics class. The Teacher was advising the kids to get Credit cards "To start building your credit" at some point when asked "But wouldn't it be nice to buy what you ...

but I do wonder what the defensive move(s) (if any) might be for PP or GB'ers holding nothing but Treasury debt. Maybe hold some international/corporate bonds? Is there a US version of something like this? => https://fund-docs.vanguard.com/ETF-Vanguard_Global_Aggregate_Bond_Index_Hedged_ETF_8200_FS...

Mark Leavy wrote: ↑

Sat Jan 14, 2023 1:40 am

Thanks. I'm just going to eat my pudding now ...

https://www.youtube.com/watch?v=n5diMImYIIA.
For any young'uns reading this...
https://www.youtube.com/watch?v=YR5ApYxkU-U

Still remember that after more than 40 years!!

Thanks Mathjak,
Appreciate your insights

Smithy's dog before reading HB...

Developed RE are extremely correlated with Developed Equities. The 'Jacob the Rich' Portfolio is PP like. 25% Gold 25% Sovereigns (long duration for the volitility???) 25% Equities 25% RE I've always maintained that HB derived his portfolio with full knowledge of the aforementioned portfolio. That'...

http://fofoa.blogspot.com
and his archives
https://matrixsentry.wordpress.com

You won't be reading this in five minutes!

If you accept the premise that "this time is different," does the PP continue to make sense? It puzzles me that between this forum and the Bogleheads, there are a lot of smart people who don't seem to be terribly concerned about the big picture. Sometimes I wish that one of those people would addre...