Search found 697 matches

by I Shrugged
Thu Oct 30, 2014 7:37 pm
Forum: Other Discussions
Topic: Obama knew arming rebels was useless, but did it anyway
Replies: 8
Views: 947

Re: Obama knew arming rebels was useless, but did it anyway

I give him a little credit for at least asking the question. 
by I Shrugged
Mon Oct 27, 2014 8:06 pm
Forum: Other Discussions
Topic: How are you taxed?
Replies: 1
Views: 784

Re: How are you taxed?

That's easy for you to say.
by I Shrugged
Wed Oct 15, 2014 8:02 pm
Forum: Permanent Portfolio Discussion
Topic: USD Strength and the PP
Replies: 26
Views: 8057

Re: USD Strength and the PP

There was a long email letter by John Mauldin today, making the case for a prolonged secular rise in the value of the dollar, based on what's being done in other economies and their currencies. He expects long bond yields to go even lower, gold goes nowhere or down, cash remains trash.  For stocks, ...
by I Shrugged
Fri Oct 10, 2014 8:09 pm
Forum: Other Discussions
Topic: Iron Curtain in the USA
Replies: 1
Views: 718

Iron Curtain in the USA

I was reading a newsletter article which described how there is a virtual iron curtain between red and blue states in the US.  According to Pew polling, various attitudes about politics and choices of media, friends, and locales have become more hard line and more left or right than in past history....
by I Shrugged
Sat Oct 04, 2014 1:27 pm
Forum: Other Discussions
Topic: We Broke Iraq
Replies: 28
Views: 3683

Re: We Broke Iraq

Let's be clear.  In your terms Moda, the federal government is the parasite.  It doesn't have anything it hasn't taken from the states.  States with a lot of federal employees, military, or social security recipients are going to get a lot of federal money.  Beyond that it's all interest group polit...
by I Shrugged
Sat Oct 04, 2014 10:06 am
Forum: Other Discussions
Topic: We Broke Iraq
Replies: 28
Views: 3683

Re: We Broke Iraq

Not to mention, those states all voluntarily joined together.
by I Shrugged
Thu Oct 02, 2014 9:16 pm
Forum: Other Discussions
Topic: We Broke Iraq
Replies: 28
Views: 3683

Re: We Broke Iraq

AdO: Yes, we are morally responsible for the state of affairs in Iraq. But I can't bring myself to think that means we have to continue to police the place.  All the king's horses, and all the king's men, couldn't put Humpty together again.  Further to other comments, people in the west need to real...
by I Shrugged
Mon Sep 29, 2014 3:25 pm
Forum: Permanent Portfolio Discussion
Topic: PP in today's world
Replies: 40
Views: 7861

Re: PP in today's world

I agree with the naysayers.  Stocks are at all time highs.  Not the time to be going overweight on them.  I realize I'm not giving the company line which is that HB says 4x25.  But if stocks were at lows and gold at highs, I would love your idea from a market timing point of view.  But not now.  It ...
by I Shrugged
Sun Sep 28, 2014 8:55 pm
Forum: Permanent Portfolio Discussion
Topic: PP in today's world
Replies: 40
Views: 7861

Re: PP in today's world

PS:  As a beginner, I would do some money in a 4x25 PP, and some in whatever you might feel more comfortable in.  Call it your variable portfolio or not.  Over a period of years, you'll either see merit in the PP or you won't.  I think people who plunge all in, without enough other investing experie...
by I Shrugged
Sun Sep 28, 2014 8:42 pm
Forum: Permanent Portfolio Discussion
Topic: PP in today's world
Replies: 40
Views: 7861

Re: PP in today's world

Intuition tells us that the round-numbered 4x25 cannot possibly be the optimum allocation.  But there isn't any way to know what the optimum will be.  And 4x25 is respectably battle tested.  Most of us would like to think we are smarter than the average investor, and with enough reasoning or greed a...
by I Shrugged
Sat Sep 27, 2014 7:53 pm
Forum: Other Discussions
Topic: Everything Illinois does wrong
Replies: 29
Views: 2711

Re: Everything Illinois does wrong

They are going to reelect Pat Quinn as governor.  Even though he has knowingly driven them into the iceberg.  Maybe that is giving him too much credit.
by I Shrugged
Sat Sep 27, 2014 7:45 pm
Forum: Cash
Topic: T-Bill Yields Turn Negative
Replies: 36
Views: 11643

Re: T-Bill Yields Turn Negative

Negative T bill rates bother me.  It tells me that foreigners are piling their money into bills for safekeeping.  Which is fine and all.  But they are depressing the yields for those of us who don't want to pay for privilege.  I guess this is a burden of having the world's favorite currency.  ;)