Search found 1052 matches

by Gosso
Sat May 16, 2015 6:55 pm
Forum: Other Discussions
Topic: Early Retirement
Replies: 161
Views: 25540

Re: Early Retirement

ERE guilt!  Does anyone else suffer from this?  Do you need to become a bit of an asshole to counteract the "normal people"?
by Gosso
Sat May 16, 2015 6:30 pm
Forum: Cash
Topic: Cash Drag
Replies: 21
Views: 7941

Re: Cash Drag

Keep in mind that rebalancing into cash also causes you to occasionally sell early, so overall it is a wash.  Rebalancing primarily keeps your risks in check.
by Gosso
Sat May 16, 2015 5:48 pm
Forum: Other Discussions
Topic: YouTube Junkie
Replies: 616
Views: 113461

Re: YouTube Junkie

Best mash-up ever - awesome, catchy, creepy, yin/yang...Taylor Swift vs. Nine Inch Nails - https://youtu.be/DhvXST1Rc3g

In honour of the summer festival season - Charles Bradley "Why Is It So Hard" -  https://youtu.be/yBdTVmSVq14
by Gosso
Sat May 16, 2015 5:35 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 2610
Views: 468058

Re: The GOLD scream room

Think of gold as just another currency.  Except it isn't backed by a central bank, government, economy, military, etc., which makes it a very unique currency.
by Gosso
Tue Mar 03, 2015 8:27 am
Forum: Permanent Portfolio Discussion
Topic: Canadian PP Brokerage Option? (Gosso, canPP........)
Replies: 5
Views: 1739

Re: Canadian PP Brokerage Option? (Gosso, canPP........)

Hi Gosso! - The emotional part of making automatic is a huge benefit for me.  Also its $40 for all your accounts as long as you use the etf model portfolio's.  I also like the idea of the buying and selling being done for me on a monthly basis.  I am a minimalist (aka lazy!).  In all seriousness I ...
by Gosso
Mon Mar 02, 2015 12:24 pm
Forum: Permanent Portfolio Discussion
Topic: Canadian PP Brokerage Option? (Gosso, canPP........)
Replies: 5
Views: 1739

Re: Canadian PP Brokerage Option? (Gosso, canPP........)

Welcome to the forum! I've never heard of ShareOwner before, so I don't know much about them, although I get a bit nervous when pulled away from the teat of the big banks.  Do you know if the $40/month covers all your accounts, or is it charged for each account?  If it is per account then that could...
by Gosso
Thu Feb 19, 2015 4:18 pm
Forum: Other Discussions
Topic: Twitter Post, Whipping Post
Replies: 14
Views: 1217

Re: Twitter Post, Whipping Post

A very interesting read, and a nice break from ISIS http://www.nytimes.com/2015/02/15/magazine/how-one-stupid-tweet-ruined-justine-saccos-life.html Scary!  And exactly why I avoid social media like the plaque .  Cyberbullying has morphed. Dude, I already bitch-slapped you in another thread over thi...
by Gosso
Mon Feb 09, 2015 8:59 pm
Forum: Permanent Portfolio Discussion
Topic: Uncharted Waters?
Replies: 44
Views: 10026

Re: Uncharted Waters?

MachineGhost wrote: To quote Bill and Ted, "Excellent!"
Ha!  I figured Mr. Livermore's work would be right up your alley.
babysquirrel wrote: To quote Bill and Ted, "Excellent!"
Actually that was Wayne and Garth there Mr. Know-It-All...
Uh oh, I smell another flame war coming on.  :P
by Gosso
Mon Feb 09, 2015 10:11 am
Forum: Permanent Portfolio Discussion
Topic: Uncharted Waters?
Replies: 44
Views: 10026

Re: Uncharted Waters?

I'll suggest the work by Jesse Livermore (this is a pseudonym to protect his day job) who dives deep into the reliability of valuation models.  His general conclusions are that valuation models are curve-fitted and of little value. Here is one graph that shows out-of-sample data for the Hussman mode...
by Gosso
Tue Jan 20, 2015 11:39 am
Forum: Permanent Portfolio Discussion
Topic: The "Average Investor"
Replies: 19
Views: 3210

The "Average Investor"

http://cdn1.valuewalk.com/wp-content/uploads/2014/10/klarman-seth.png http://www.ritholtz.com/blog/2015/01/asset-class-returns-vs-the-average-investor/?utm_source=dlvr.it&utm_medium=twitter I doubt there is much hope for the average investor.  Their emotions (and reason) will continue to place them...
by Gosso
Fri Jan 16, 2015 5:01 pm
Forum: Permanent Portfolio Discussion
Topic: Is The PP Good For Investing?
Replies: 62
Views: 15275

Re: Is The PP Good For Investing?

Yes, I saw the spicy language but I've seen it from plenty other people on the board too.  OK point taken...MG AND OTHERS please tone down the criticisms. I thought the issue was settled by Gosso's charts, posted in another thread?  It showed at least one 25% drawdown.  I believe daily data was req...
by Gosso
Fri Jan 16, 2015 10:48 am
Forum: Stocks
Topic: Will Stocks Defy History?
Replies: 5
Views: 3289

Re: Will Stocks Defy History?

edit: finished the "article"... is about way more than stocks.  Really interesting for the whole PP on a macro level I always enjoy Gundlach's presentations, lots of great research. *** Although the above chart showing that the total returns of the S&P500 never gaining more than six years in a row ...