Search found 487 matches

by D1984
Thu Apr 15, 2021 9:32 pm
Forum: Other Discussions
Topic: Need a realtor to sell a home in this market?
Replies: 43
Views: 508

Re: Need a realtor to sell a home in this market?

You're correct. The official U3 numbers are around 9% for Vegas. And the official CPI-U is hovering around 2%. I don't know why I thought unemployment is 30% and Inflation is 15%. I think QAnon has gotten to my grocery store, landlord, health insurance company, gas station and gun store. There are ...
by D1984
Thu Apr 15, 2021 8:41 pm
Forum: Other Discussions
Topic: Need a realtor to sell a home in this market?
Replies: 43
Views: 508

Re: Need a realtor to sell a home in this market?

Unemployment in Las Vegas is (as of Mar 2021) is 9.3%. It is nowhere near 30% It was around 28% or 29% IIRC back in April 2020 but you are almost a year out of date if you think it's anywhere close to 30% now. You're correct. The official U3 numbers are around 9% for Vegas. And the official CPI-U i...
by D1984
Thu Apr 15, 2021 12:33 am
Forum: Other Discussions
Topic: Need a realtor to sell a home in this market?
Replies: 43
Views: 508

Re: Need a realtor to sell a home in this market?

I'm not seeing where mortgage backed securities or mortgages come into play. The investment here is hedge funds buying cash flow producing assets in the form of single family homes as investment property with private capital, and doing so on a large aggregate scale. Nobody is getting a conventional...
by D1984
Wed Apr 14, 2021 10:27 pm
Forum: Variable Portfolio Discussion
Topic: Please meet Global Navigator and The Russell
Replies: 91
Views: 4203

Re: Please meet Global Navigator and The Russell

Meanwhile, here is the T-Bill TR data monthly for 1939, 1940, and 1941 (I tried to PM it to you but for some reason the PM didn't appear in my outbox or sent messages so I don't know if it got sent or not). https://filebin.net/s6k1cnopgpps7qf7 I'm not sure, but the T-Bill data looks like it's yield...
by D1984
Tue Apr 13, 2021 9:43 pm
Forum: Variable Portfolio Discussion
Topic: Please meet Global Navigator and The Russell
Replies: 91
Views: 4203

Re: Please meet Global Navigator and The Russell

Meanwhile, here is the T-Bill TR data monthly for 1939, 1940, and 1941 (I tried to PM it to you but for some reason the PM didn't appear in my outbox or sent messages so I don't know if it got sent or not). https://filebin.net/s6k1cnopgpps7qf7 I'm not sure, but the T-Bill data looks like it's yield...
by D1984
Tue Apr 13, 2021 9:13 pm
Forum: Variable Portfolio Discussion
Topic: Please meet Global Navigator and The Russell
Replies: 91
Views: 4203

Re: Please meet Global Navigator and The Russell

Siamond had Ken French actually calculate monthly total returns and not just annual; this was a few years back (circa 2018ish/2019ish IIRC). Tyler over at Portfoliocharts calculated monthly TRs as well. Please check your PM inbox. Can you point me to the monthly return data in the Simba spreadsheet...
by D1984
Tue Apr 13, 2021 8:17 pm
Forum: Variable Portfolio Discussion
Topic: Please meet Global Navigator and The Russell
Replies: 91
Views: 4203

Re: Please meet Global Navigator and The Russell

Siamond had Ken French actually calculate monthly total returns and not just annual; this was a few years back (circa 2018ish/2019ish IIRC). Tyler over at Portfoliocharts calculated monthly TRs as well. Please check your PM inbox. Can you point me to the monthly return data in the Simba spreadsheet...
by D1984
Sun Apr 11, 2021 9:14 pm
Forum: Variable Portfolio Discussion
Topic: Please meet Global Navigator and The Russell
Replies: 91
Views: 4203

Re: Please meet Global Navigator and The Russell

Give me a day or two and I'll see what I can dig up; I can probably get the monthly TR data even if I can't get the daily TR data. Monthly is all I use. https://gofile.io/d/vWcOca I've got the monthly US Total Market data, but can only find monthly 13 week T-Bill data back to 1985 and then annual b...
by D1984
Sun Apr 11, 2021 8:44 pm
Forum: Variable Portfolio Discussion
Topic: Please meet Global Navigator and The Russell
Replies: 91
Views: 4203

Re: Please meet Global Navigator and The Russell

Give me a day or two and I'll see what I can dig up; I can probably get the monthly TR data even if I can't get the daily TR data. Monthly is all I use. https://gofile.io/d/vWcOca I've got the monthly US Total Market data, but can only find monthly 13 week T-Bill data back to 1985 and then annual b...
by D1984
Sun Apr 11, 2021 8:40 pm
Forum: Variable Portfolio Discussion
Topic: Please meet Global Navigator and The Russell
Replies: 91
Views: 4203

Re: Please meet Global Navigator and The Russell

Give me a day or two and I'll see what I can dig up; I can probably get the monthly TR data even if I can't get the daily TR data. Monthly is all I use. https://gofile.io/d/vWcOca Awesome, I only ever saw annual in his big file, I am out of town for a few days but will check this out when I return....
by D1984
Thu Apr 08, 2021 12:02 am
Forum: Variable Portfolio Discussion
Topic: Please meet Global Navigator and The Russell
Replies: 91
Views: 4203

Re: Please meet Global Navigator and The Russell

3. Has this strategy been backtested to the inception of the Russell indices back in 1979? I'd be interested to see how it would've handled the 1987 crash if nothing else. btw - I just recalled hearing Meb Faber talk about Black Monday, and that if your timing strategy was faster than a 200 day, yo...
by D1984
Wed Apr 07, 2021 11:46 pm
Forum: Variable Portfolio Discussion
Topic: Please meet Global Navigator and The Russell
Replies: 91
Views: 4203

Re: Please meet Global Navigator and The Russell

StrategyDriven wrote:
Tue Apr 06, 2021 5:52 pm
D1984 wrote:
Tue Apr 06, 2021 5:16 pm
Give me a day or two and I'll see what I can dig up; I can probably get the monthly TR data even if I can't get the daily TR data.
Monthly is all I use.

https://gofile.io/d/vWcOca
by D1984
Wed Apr 07, 2021 11:43 pm
Forum: Variable Portfolio Discussion
Topic: Please meet Global Navigator and The Russell
Replies: 91
Views: 4203

Re: Please meet Global Navigator and The Russell

3. Has this strategy been backtested to the inception of the Russell indices back in 1979? I'd be interested to see how it would've handled the 1987 crash if nothing else. btw - I just recalled hearing Meb Faber talk about Black Monday, and that if your timing strategy was faster than a 200 day, yo...
by D1984
Tue Apr 06, 2021 5:28 pm
Forum: Variable Portfolio Discussion
Topic: Please meet Global Navigator and The Russell
Replies: 91
Views: 4203

Re: Please meet Global Navigator and The Russell

3. Has this strategy been backtested to the inception of the Russell indices back in 1979? I'd be interested to see how it would've handled the 1987 crash if nothing else. btw - I just recalled hearing Meb Faber talk about Black Monday, and that if your timing strategy was faster than a 200 day, yo...
by D1984
Tue Apr 06, 2021 5:16 pm
Forum: Variable Portfolio Discussion
Topic: Please meet Global Navigator and The Russell
Replies: 91
Views: 4203

Re: Please meet Global Navigator and The Russell

2. Given that the Russell and Global Navigator switch out to a 2X leveraged ITT ETF during down market periods what would happen in a long-term rising rate environment like 1954-1981? The asset the strategy was supposed to hunker down and be safe in would be losing money in many of the down years (...
by D1984
Mon Apr 05, 2021 4:21 pm
Forum: Variable Portfolio Discussion
Topic: Please meet Global Navigator and The Russell
Replies: 91
Views: 4203

Re: Please meet Global Navigator and The Russell

Hello? Just checking, is anybody here other than modeljc following along here to some degree or another? I thought this was a place where these strategies would be welcomed and well appreciated, but it's been pretty much crickets other than some back and forth with modeljc. Can you also please re-u...
by D1984
Mon Apr 05, 2021 4:09 pm
Forum: Variable Portfolio Discussion
Topic: Please meet Global Navigator and The Russell
Replies: 91
Views: 4203

Re: Please meet Global Navigator and The Russell

Hello? Just checking, is anybody here other than modeljc following along here to some degree or another? I thought this was a place where these strategies would be welcomed and well appreciated, but it's been pretty much crickets other than some back and forth with modeljc. I am interested....a cou...
by D1984
Wed Mar 31, 2021 7:05 am
Forum: Stocks
Topic: Dave ramsey plan using Vanguard
Replies: 15
Views: 539

Re: Dave ramsey plan using Vanguard

I realize it is a 100% stocks story but I think it has been 10 years of following PP for me so it does sting a bit. Would anyone be interested in a potential PP variant (that DOESN'T use market timing or vol targeting or anything like that....it's just annually rebalanced once a year every December...
by D1984
Wed Mar 31, 2021 4:43 am
Forum: Stocks
Topic: Dave ramsey plan using Vanguard
Replies: 15
Views: 539

Re: Dave ramsey plan using Vanguard

I realize it is a 100% stocks story but I think it has been 10 years of following PP for me so it does sting a bit. Would anyone be interested in a potential PP variant (that DOESN'T use market timing or vol targeting or anything like that....it's just annually rebalanced once a year every December...
by D1984
Sun Mar 28, 2021 11:25 am
Forum: Stocks
Topic: Dave ramsey plan using Vanguard
Replies: 15
Views: 539

Re: Dave ramsey plan using Vanguard

I realize it is a 100% stocks story but I think it has been 10 years of following PP for me so it does sting a bit. Would anyone be interested in a potential PP variant (that DOESN'T use market timing or vol targeting or anything like that....it's just annually rebalanced once a year every December...
by D1984
Sun Mar 28, 2021 10:17 am
Forum: Stocks
Topic: Dave ramsey plan using Vanguard
Replies: 15
Views: 539

Re: Dave ramsey plan using Vanguard

I realize it is a 100% stocks story but I think it has been 10 years of following PP for me so it does sting a bit. Would anyone be interested in a potential PP variant (that DOESN'T use market timing or vol targeting or anything like that....it's just annually rebalanced once a year every December...
by D1984
Sun Mar 28, 2021 10:13 am
Forum: Stocks
Topic: Dave ramsey plan using Vanguard
Replies: 15
Views: 539

Re: Dave ramsey plan using Vanguard

Imagine how rich you would be if you had put money equally into these four active funds the last 10 years. I don't know what return would have been but I know it is enough to make you sick. All mainstream funds from Vanguard so not exactly way out there in hunting and pecking for outperforming fund...
by D1984
Sun Mar 07, 2021 1:36 pm
Forum: Other Discussions
Topic: Reasons why I will not be getting injected for the Wuhan
Replies: 592
Views: 10412

Re: Reasons why I will not be getting injected for the Wuhan

@Vinny The Salk polio vaccine was administered orally on a sugar cube. The vaccine that used 'the gun’ was for small pox. I thought the Salk vaccine (the "dead" virus version) was injected--albeit with a syringe and not an injector gun--and the Sabin vaccine (the attenuated live virus version) was ...
by D1984
Wed Mar 03, 2021 12:05 pm
Forum: Other Discussions
Topic: Why a housing scarcity?
Replies: 15
Views: 321

Re: Why a housing scarcity?

The NYC apt market makes sense. Never considered AirBnB! We have our snowbird AZ home under contract. It's becoming a bidding war thing here. We got a little more than asking, on the first day, and that was a month ago. During that month it has become much more intense. Our agent says it's actually...
by D1984
Wed Feb 17, 2021 10:44 pm
Forum: Politics
Topic: Texas: all hat no cattle?
Replies: 26
Views: 1045

Re: Texas: all hat no cattle?

You do realize, if left alone, Texas would be the 10th largest economy in the world. If Texas were to secede, keep all of the taxes sent to Washington, you think federal aid would ever be needed? Texas has been a "recipient" state rather than a "donor" state since maybe 2017 or so; if Texas seceded...