Search found 1052 matches

by Gosso
Mon Mar 17, 2014 3:11 pm
Forum: Bonds
Topic: Canadian Long Bonds (30yr) ... convince me
Replies: 6
Views: 1770

Re: Canadian Long Bonds (30yr) ... convince me

I agree with most of your post.  Keep in mind that there is little difference between a barbell (short and long) and bullet (intermediate) bond allocations as long as the overall bond duration is roughly the same.  I personally think most PPers would be less stressed with intermediate bonds, but I d...
by Gosso
Fri Mar 14, 2014 12:46 pm
Forum: Bonds
Topic: Why Hold Long Bonds Now
Replies: 105
Views: 20673

Re: Why Hold Long Bonds Now

Desert, Can you make a case for deflation? Do you think it's a possibility and what do you think would happen? I realize you might not care, and that's fine. If you state you hold bonds for deflation I think you should be able to state there is some possibility of it and how the bonds would help yo...
by Gosso
Wed Mar 12, 2014 12:08 pm
Forum: Permanent Portfolio Discussion
Topic: The thing I like best about PP...
Replies: 38
Views: 6594

Re: The thing I like best about PP...

Berserk in dollar terms. Think in purchasing power terms. The HBPP puts double the purchasing power in government bonds as it does gold, regardless of interest rates and government debt levels. Real interest rates aren't all that far from historic levels.  And if we looked at it after-tax, then we'...
by Gosso
Sun Mar 09, 2014 7:50 am
Forum: Permanent Portfolio Discussion
Topic: Canadian DIY Version of the Permanent Portfolio?
Replies: 20
Views: 8386

Re: Canadian DIY Version of the Permanent Portfolio?

mgtow, I wouldn't use real return bonds, since during a deflation they will return less than their face value.  See HERE .  From what I have read this doesn't apply to US TIPS. I'd also not use a preferred shares ETF, and simply go with a market cap weighted ETF, like XIU. I had never heard of MNT b...
by Gosso
Fri Mar 07, 2014 5:10 pm
Forum: Other Discussions
Topic: Help me get drunk
Replies: 62
Views: 10327

Re: Help me get drunk

PS, The most palatable way to get "a buzz on" that I can think of is to mix peach schnapps with orange juice.  The fruit flavors tend to overwhelm the taste of alcohol.  I'd go 1 part schnapps and 4 parts OJ, which would give you an alcohol content of around 5% (same as beer, assuming the schnapps ...
by Gosso
Fri Mar 07, 2014 12:47 pm
Forum: Other Discussions
Topic: Help me get drunk
Replies: 62
Views: 10327

Re: Help me get drunk

PS, The most palatable way to get "a buzz on" that I can think of is to mix peach schnapps with orange juice.  The fruit flavors tend to overwhelm the taste of alcohol.  I'd go 1 part schnapps and 4 parts OJ, which would give you an alcohol content of around 5% (same as beer, assuming the schnapps i...
by Gosso
Tue Mar 04, 2014 11:39 am
Forum: Permanent Portfolio Discussion
Topic: Stabilize the dollar, crash commodities, bankrupt Russia
Replies: 3
Views: 1877

Re: Stabilize the dollar, crash commodities, bankrupt Russia

The high oil prices of 1980 were not real, and Reagan knew it.  They were being caused by the weakness of the U.S. dollar, which had lost 94% of its value in terms of gold between 1969 and 1980. Isn't this highly misleading.  I mean T-Bills were paying on average 1% above inflation over this period...
by Gosso
Mon Mar 03, 2014 7:30 am
Forum: Permanent Portfolio Discussion
Topic: Real-Life Retiree Investment Returns - Compares PP, 60/40, Bonds only, etc.
Replies: 5
Views: 1771

Re: Real-Life Retiree Investment Returns - Compares PP, 60/40, Bonds only, etc.

This is what my data shows between 1995 and 2014:

[img width=400]http://i57.tinypic.com/2d9ojmo.jpg[/img]
Click to enlarge
by Gosso
Sun Mar 02, 2014 8:47 pm
Forum: Permanent Portfolio Discussion
Topic: Real-Life Retiree Investment Returns - Compares PP, 60/40, Bonds only, etc.
Replies: 5
Views: 1771

Re: Real-Life Retiree Investment Returns - Compares PP, 60/40, Bonds only, etc.

I'd hate to burst anyone's bubble, but there is something funky with the charts in the linked website.  There is no way the PP outperformed a 60/40 between 1995-2000.  My data shows the PP had a real CAGR of 7%, while the 60/40 had a real CAGR of 17%, between Jan 1995 and Dec 1999. I looked quickly ...
by Gosso
Wed Feb 26, 2014 4:12 pm
Forum: Permanent Portfolio Discussion
Topic: Filipiuk's Canadian Permanent Portfolio and my fear of bonds.
Replies: 10
Views: 4003

Re: Filipiuk's Canadian Permanent Portfolio and my fear of bonds.

Gosso, Thank you so much for your response.  Very informative!  This puts my mind more at ease.  Now my only remaining question is entry point.  I have a really good knack at buying stuff that then falls in value soon after  (Nortel, XBB, Barrick,  Gold when it was $1850) I am currently 90% cash, 1...
by Gosso
Tue Feb 25, 2014 4:29 pm
Forum: Other Discussions
Topic: Figuring Out Religion
Replies: 4370
Views: 456046

Re: Figuring Out Religion

Thanks for the thoughtful responses, Mountaineer, Gosso, and ns3. You've given me a lot of food for thought. Even if Hell is of man's own making--locked from the inside, as C.S. Lewis said--I think this question remains: If a soul is not saved, and it never will be, why keep it around for all etern...