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...

Stumbled across this
https://www.youtube.com/playlist?list=P ... SGw95IFa1t

Must admit I had a chuckle at some of the artwork.

Hi buddies, I have an EU-PP because I live in europe. :-\ Perhaps diversify internationally, say ~ 17% Gold, 83% https://fund-docs.vanguard.com/LifeStrategy_20_Equity_UCITS_ETF_EUR_Accumulating_9490_NETH_INT_DU.pdf ? You get some exposure to US treasuries that way. And no I can't read Dutch, ;D jus...

OK, so HB said cash was for a "Tight money recession" (ie High interest rates to slow the economy) Not sure where you live, but if interest rates are low, then cash won't be doing much for you. But then in a balanced portfolio, there will always be one asset class not doing well. eg bonds during inf...

By Alasdair Macleod, Mises society
https://www.youtube.com/watch?v=PHKPa8K4bQ8

Do you agree? All comments welcome.

One thing I am proud of is that I worked up the courage to purchase 30 year treasuries recently. One interesting thing about the PP / GB is that it makes you confront financial behaviors. I was talking to a friend and telling him that your body physically will not allow you to step off a cliff. Tha...

Aussie Goldsmith portfolio.

With both stocks and bonds in the toilet, with inflation destroying the value of cash, and with interest rates soaring, the idea of becoming a lender is making more and more sense to me. The idea would be to buy a contract from an existing secured lender at a discount, one that provides for the rem...

You dont wake up one day and there's a crematorium next door. It takes years of otherizing people and normalizing the quarantine of healthy people and medical treatments at gunpoint. You stand against this now. Coincidentally.... https://www.zerohedge.com/political/aussie-cops-ask-neighbors-rat-out...

From the Internet Archive

https://archive.org/details/lifeinthe30 ... sreel1.mov

Total bond is like 2/3 Treasurys so it could be a substitute except for duration. Its roughly intermediate. The PP is a risk parity portfolio. I don't think it works if you don't get the volatility that LTT's provide in my opinion. +1. The Early Retirement Extreme site covers this issue. <snip> In ...

Interesting to compare a Larry twist - shift bond risk over to the stock (and gold) side, holding more volatile stocks such as Small Cap Value, compared to the PP PV On a Monte Carlo measure ... PV MC Looks safer/better than the PP's PV MC ... worse cases were less bad, average/best cases were bett...

Bitcoin is speculation, pure and simple. If you want to put it in the VP with money you can afford to lose, go right ahead. <snip> Besides, Superman endorsed savings bonds as part of Truth, Justice, and the American Way. (See the fun episode on youtube) Cryptocurrencies are looking more speculative...