Search found 1353 matches

by Hal
Tue Apr 09, 2024 5:30 am
Forum: Politics
Topic: Taxes
Replies: 25
Views: 766

Re: Taxes

Reminds me of this talk by Stefan Molyneux....
https://archive.org/details/StefanMolyn ... nslavement
by Hal
Fri Apr 05, 2024 3:07 pm
Forum: Politics
Topic: Occupied Land acknowledgements
Replies: 16
Views: 801

Re: Occupied Land acknowledgements

I can't believe I was vaguely aware of this song (as in I recognize the tune) yet I've never associated it with Australia or any political themes. "Give it back" is a quite creepy line. And it seems somewhat grotesque to me that such a song is sung by a guy who looks like elderly Reinhard...
by Hal
Tue Apr 02, 2024 3:25 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3693
Views: 1775846

Re: The GOLD scream room

Interesting comparison between asset classes in Australia.
VGS=Vanguard Global Shares
VBND=Vanguard Global Bond Index (Hedged)
by Hal
Wed Mar 13, 2024 3:51 pm
Forum: Bonds
Topic: What's the actual rationale for investing in long term bonds?
Replies: 15
Views: 906

Re: What's the actual rationale for investing in long term bonds?

I think I should read Mr Grahams book. Based on the passages quoted, a 50% stock, 50% cash and gold portfolio seems perfectly reasonable and also in line with your formula of "1/2 savings, 1/2 investments" (However, unlike you, he seems to place bonds more in the "savings" compo...
by Hal
Wed Mar 13, 2024 2:26 am
Forum: Stocks
Topic: What am I missing here?
Replies: 15
Views: 706

Re: What am I missing here?

OK, so according to Harry Browne, Shares out perform during prosperity. Running the Portfolio Visualiser again with Long Term Bonds, it can be seen that the Total Share Market far outperformed the LT Bonds. So for the the USA forum members (or anyone else who wants to comment), did the past 15 years...
by Hal
Wed Mar 13, 2024 12:06 am
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 2302
Views: 1427380

Re: Daily "Check In" Thread For Us

Mountaineer wrote: Tue Mar 12, 2024 8:15 am
No biggie. It could be worse, or better depending on your perspective. You could be of Scottish descent and not know about haggis. 😉
https://www.youtube.com/watch?v=2pNswjoJsuM 8)
by Hal
Tue Mar 12, 2024 10:42 pm
Forum: Stocks
Topic: What am I missing here?
Replies: 15
Views: 706

Re: What am I missing here?

How does it look priced in other currencies inc gold and btc Here's a chart in AUD. With respect to Gold, if you look at the original chart at the top of the thread, it seems as Gold is pretty much a straight line across the bottom compared to the US Total Stock Market. Not sure how to get a chart ...
by Hal
Tue Mar 12, 2024 5:29 pm
Forum: Bonds
Topic: What's the actual rationale for investing in long term bonds?
Replies: 15
Views: 906

Re: What's the actual rationale for investing in long term bonds?

Good Morning ArthurPooh, Maybe look at the issue from a different perspective. This is how I explained the PP to my late mother. 1. We put your money into 1/2 savings and 1/2 investments. 2. The savings are in 50% Gold, 50% Cash, just in case the AUD loses value 3. The investments are in 50% Shares,...
by Hal
Tue Mar 12, 2024 9:31 am
Forum: Stocks
Topic: What am I missing here?
Replies: 15
Views: 706

What am I missing here?

The attached chart indicates an inflation adjusted return from approx 50K to nearly 350K for US shares in the past 15 years. Could anyone explain to me what caused such a dramatic increase? Has US productivity increased that much?
by Hal
Wed Mar 06, 2024 4:30 am
Forum: Cash
Topic: Placement of cash (vs other PP assets)
Replies: 17
Views: 1865

Re: Placement of cash (vs other PP assets)

Heh, heh! Agreed. Absolutely no chance of Western Australian succession. Why that would mean cancelling our BBQ's :o Also not concerned about straight out confiscation of Gold/Superannuation....but...I was advised by a few older folk that the Government mandated holding Gov't Bonds in retirement acc...
by Hal
Mon Mar 04, 2024 9:16 pm
Forum: Permanent Portfolio Discussion
Topic: New interview with Craig Rowland
Replies: 36
Views: 2901

Re: New interview with Craig Rowland

Great to hear Craig's voice after so many years, and to learn more about how his professional background led him to embrace the PP. <snip> Interesting that he still cites inflation protection as a primary reason to own gold despite it being quite decisively proven that it doesn't fulfill that role,...
by Hal
Mon Mar 04, 2024 2:57 pm
Forum: Cash
Topic: Placement of cash (vs other PP assets)
Replies: 17
Views: 1865

Re: Placement of cash (vs other PP assets)

At one time, not sure if it still holds, Australia prepared for a currency run such that all of the legislation to lock gold within the country, no exporting it, and being compulsory purchased at a price level it set, was just a Prime Ministers signature away. Or something along those lines. This a...
by Hal
Thu Feb 29, 2024 3:57 am
Forum: Other Discussions
Topic: Interview on Exters pyramid
Replies: 1
Views: 137

Interview on Exters pyramid

Incase you haven't heard of John Exter
https://en.wikipedia.org/wiki/John_Exter

And the interview.
https://www.youtube.com/watch?v=XuELup6F5Q0
by Hal
Thu Feb 29, 2024 3:51 am
Forum: Permanent Portfolio Discussion
Topic: New interview with Craig Rowland
Replies: 36
Views: 2901

Re: New interview with Craig Rowland

Thanks! That was interesting listening.
by Hal
Sat Feb 24, 2024 4:41 am
Forum: Permanent Portfolio Discussion
Topic: Interesting discussion on the PP
Replies: 1
Views: 349

Interesting discussion on the PP

Discussion on the PP by MMT advocates. Interesting insights by non Austrian economists. Enjoy!

https://www.youtube.com/watch?v=OwW1aTjkqbI
by Hal
Sat Feb 10, 2024 1:42 am
Forum: Other Discussions
Topic: Some historical listening
Replies: 4
Views: 708

Re: Some historical listening

Some more historical listening.... http://pricedingold.com/category/audio-podcast/ So using Gold as the reference to the other asset classes Consider 25% Gold as savings (NOT rebalanced), 75% Bonds & Equity (2:1 ratio) where each are again divided 50/50 USA/International. For a 25 year period (N...
by Hal
Sun Feb 04, 2024 3:17 pm
Forum: Gold
Topic: Gold Avenue (an overseas storage option in Switzerland)
Replies: 22
Views: 1560

Re: Gold Avenue (an overseas storage option in Switzerland)

@Hal - if you recall, were there any interruptions to PM's online services during covid restrictions? I have checked Reddit before posting and the few people who have used it seem to think it's legitimate. They sure do love a photogenic stack. Thank you both for responding. At the moment I'm semi-d...
by Hal
Sat Feb 03, 2024 11:01 pm
Forum: Gold
Topic: Gold Avenue (an overseas storage option in Switzerland)
Replies: 22
Views: 1560

Re: Gold Avenue (an overseas storage option in Switzerland)

I like the idea of being able to show up and get your coins. Maybe Texas depository. <snip> And the government lost credibility If ArthurPooh is open to other options, well yes, maybe Texas. Don't know how easy it is to take gold out of the USA though. In my opinion, Singapore is preferable to Aust...
by Hal
Sat Feb 03, 2024 6:02 pm
Forum: Gold
Topic: Gold Avenue (an overseas storage option in Switzerland)
Replies: 22
Views: 1560

Re: Gold Avenue (an overseas storage option in Switzerland)

Does anyone here store their gold at Gold Avenue (https://www.goldavenue.com/)? <snip> It seems too good to be true, and yet there are no usual scam indicators. Has anyone dealt with this company? Have I missed something? Add-on question to avoid spamming the forum with repetitive threads (and on t...
by Hal
Wed Jan 24, 2024 6:05 am
Forum: Permanent Portfolio Discussion
Topic: I do not undestand the theory behind international PP at all
Replies: 27
Views: 23960

Re: I do not undestand the theory behind international PP at all

Obviously the smaller the home market, the greater the proportion of US investment: an investor in a country with 1% of world market cap would be ~44% invested in the US. On this basis, US stocks would constitute 1/3 to 1/2 of any non-US resident's portfolio. Thanks Tarentola, will definitely read ...
by Hal
Mon Jan 22, 2024 3:16 pm
Forum: Permanent Portfolio Discussion
Topic: I do not undestand the theory behind international PP at all
Replies: 27
Views: 23960

Re: I do not undestand the theory behind international PP at all

It's also interesting that HB didn't consider cash a true hedge for tight money recession - merely something that won't depreciate as much as the other three assets and will allow rebalancing into them. Then it appears the denomination of cash is not terribly relevant, and in a developed non-US eco...
by Hal
Sun Jan 21, 2024 3:56 am
Forum: Permanent Portfolio Discussion
Topic: I do not undestand the theory behind international PP at all
Replies: 27
Views: 23960

Re: I do not undestand the theory behind international PP at all

ArthurPooh wrote: Sun Jan 21, 2024 3:21 am Still safer than any eurozone country.
Just for fun, try substituting European domestic cash in a US permanent portfolio over on Portfolio Charts.

You may also find this interesting: https://www.youtube.com/watch?v=7uFPVjMC-IE

Visitors left today so will have to catch up on reading this thread!
by Hal
Sat Jan 13, 2024 11:31 pm
Forum: Permanent Portfolio Discussion
Topic: I do not undestand the theory behind international PP at all
Replies: 27
Views: 23960

Re: I do not undestand the theory behind international PP at all

However, I still cannot understand why exactly wouldn't a standard US-based PP work for any person anywhere in the world provided they have a convenient way to invest in US securities and the local currency is freely and legally convertible. If the portfolio generates real returns, is it really imp...