Search found 1267 matches

by Hal
Wed Jan 25, 2023 7:54 pm
Forum: Permanent Portfolio Discussion
Topic: Solution for those on the fence between bogle or browne
Replies: 7
Views: 319

Re: Solution for those on the fence between bogle or browne

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...
by Hal
Sun Jan 22, 2023 1:03 am
Forum: Other Discussions
Topic: Old Computers
Replies: 17
Views: 148

Re: Old Computers

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...
by Hal
Fri Jan 20, 2023 4:11 pm
Forum: Politics
Topic: Tucker Carlson: Biden is Done
Replies: 23
Views: 547

Re: Tucker Carlson: Biden is Done

Maddy wrote:
Fri Jan 20, 2023 11:43 am
There is obviously a plan here. Anyone want to speculate?
;D 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/
by Hal
Fri Jan 20, 2023 3:56 pm
Forum: Other Discussions
Topic: Old Computers
Replies: 17
Views: 148

Re: Old Computers

...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...
by Hal
Sun Jan 15, 2023 6:35 am
Forum: Politics
Topic: Babylon Bee
Replies: 2
Views: 167

Babylon Bee

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 ...
by Hal
Sat Jan 14, 2023 2:53 pm
Forum: Permanent Portfolio Discussion
Topic: Defensive moves when lunatics are running the asylum?
Replies: 12
Views: 533

Re: Defensive moves when lunatics are running the asylum?

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...
by Hal
Sat Jan 14, 2023 3:47 am
Forum: Other Discussions
Topic: The Meme Thread
Replies: 196
Views: 29334

Re: The Meme Thread

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!!
by Hal
Thu Jan 12, 2023 1:40 am
Forum: Other Discussions
Topic: The Meme Thread
Replies: 196
Views: 29334

Re: The Meme Thread

Smithy's dog before reading HB...
by Hal
Wed Jan 11, 2023 5:26 pm
Forum: Permanent Portfolio Discussion
Topic: Dollar Milkshake Brent Johnson throwing nod to Permanent Portfolio
Replies: 12
Views: 1446

Re: Dollar Milkshake Brent Johnson throwing nod to Permanent Portfolio

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'...
by Hal
Wed Jan 11, 2023 4:57 am
Forum: Other Discussions
Topic: FOFOA's latest post
Replies: 0
Views: 121

FOFOA's latest post

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

You won't be reading this in five minutes! 8)
by Hal
Sat Jan 07, 2023 3:54 pm
Forum: Cash
Topic: Oxford Uni talk "Understanding Money"
Replies: 6
Views: 376

Re: Oxford Uni talk "Understanding Money"

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...
by Hal
Sat Jan 07, 2023 1:48 am
Forum: Gold
Topic: Silver
Replies: 40
Views: 1302

Re: Silver

dualstow wrote:
Fri Jan 06, 2023 2:27 pm
I used to have a crush on Cate Planchet.
by Hal
Sat Jan 07, 2023 1:34 am
Forum: Politics
Topic: Suspect HB would have approved
Replies: 1
Views: 252

Suspect HB would have approved

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

Must admit I had a chuckle at some of the artwork.
by Hal
Fri Jan 06, 2023 5:09 pm
Forum: Permanent Portfolio Discussion
Topic: 25 x 4 or 33 x 3
Replies: 21
Views: 1409

Re: 25 x 4 or 33 x 3

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...
by Hal
Fri Jan 06, 2023 4:24 am
Forum: Permanent Portfolio Discussion
Topic: 25 x 4 or 33 x 3
Replies: 21
Views: 1409

Re: 25 x 4 or 33 x 3

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 Hal
Wed Jan 04, 2023 5:50 am
Forum: Cash
Topic: Oxford Uni talk "Understanding Money"
Replies: 6
Views: 376

Oxford Uni talk "Understanding Money"

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

Do you agree? All comments welcome.
by Hal
Mon Jan 02, 2023 7:58 pm
Forum: Permanent Portfolio Discussion
Topic: 2022 Returns
Replies: 37
Views: 1702

Re: 2022 Returns

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...
by Hal
Sat Dec 31, 2022 3:04 am
Forum: Permanent Portfolio Discussion
Topic: 2022 Returns
Replies: 37
Views: 1702

Re: 2022 Returns

Aussie Goldsmith portfolio.
by Hal
Fri Dec 30, 2022 1:49 pm
Forum: Other Discussions
Topic: Has Anyone Here Bought a Real Estate Contract?
Replies: 6
Views: 315

Re: Has Anyone Here Bought a Real Estate Contract?

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...
by Hal
Wed Dec 28, 2022 1:37 am
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 944
Views: 60662

Re: Putin Invades Ukraine II

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...
by Hal
Wed Dec 28, 2022 1:13 am
Forum: Other Discussions
Topic: YouTube Junkie
Replies: 1136
Views: 387384

Re: YouTube Junkie

by Hal
Fri Dec 23, 2022 1:06 pm
Forum: Bonds
Topic: Would you buy an even longer bond?
Replies: 13
Views: 1126

Re: Would you buy an even longer bond?

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 ...
by Hal
Fri Dec 23, 2022 12:36 pm
Forum: Permanent Portfolio Discussion
Topic: Huh, 1/N Asset Allocation is Quite Robust
Replies: 12
Views: 966

Re: Huh, 1/N Asset Allocation is Quite Robust

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...
by Hal
Wed Dec 21, 2022 1:05 pm
Forum: Cash
Topic: Bank Bonuses
Replies: 36
Views: 5671

Re: Bank Bonuses

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...