Search found 689 matches

by BearBones
Mon Dec 05, 2011 8:17 pm
Forum: Other Discussions
Topic: ChrisMartenson.com
Replies: 160
Views: 22022

Re: ChrisMartenson.com

Can I go out on a limb and guess that this is a hyperinflation and/or high-inflation piece of journalism? Almost. He tries to tie together the "three Es':" Economy, Energy, and the Environment (largely other natural resources). The first is dependent on continued exponential growth while the latter...
by BearBones
Mon Dec 05, 2011 12:55 pm
Forum: Other Discussions
Topic: ChrisMartenson.com
Replies: 160
Views: 22022

ChrisMartenson.com

Has anyone followed Chris Martenson's work? The Crash Course is very logically presented and very scary, and it has definitely changed how I invest. I found the following 80 minute presentation most compelling. Be sure to listen to the Q&A session, if skeptical. http://www.chrismartenson.com/blog/un...
by BearBones
Mon Dec 05, 2011 10:24 am
Forum: Permanent Portfolio Discussion
Topic: Wiki Light
Replies: 3
Views: 1247

Wiki Light

OK. The topic of a wiki or book has been discussed at length before on this forum, but to do this well will necessarily take a large commitment and a lot of time. How about this as an alternative (and perhaps a genesis for something more ambitious)? It would be interesting to know what most importan...
by BearBones
Mon Dec 05, 2011 9:44 am
Forum: Stocks
Topic: World stock fund for equity portion?
Replies: 19
Views: 6937

Re: World stock fund for equity portion?

Agree. Also agree with all that KevinW has posted on this topic here and in other threads. Read his posts carefully before you do this. We want the 4 components of the PP to be as volatile, uncorrelated, and tied to specific economic conditions as possible. The gains come from the REBALANCING. Addin...
by BearBones
Thu Dec 01, 2011 8:50 pm
Forum: Permanent Portfolio Discussion
Topic: Wiki or book for the Permanent Portfolio?
Replies: 22
Views: 4997

Re: Wiki or book for the Permanent Portfolio?

Another quotable post, MT. That was clever. Don't get me wrong. I love this site. So much so that I had to put it away during the spring because I was spending too much time reading the posts. I began neglecting my kids, inconsistently going to work, forgetting to brush my teeth, and no longer chang...
by BearBones
Mon Nov 28, 2011 10:40 am
Forum: Permanent Portfolio Discussion
Topic: Wiki or book for the Permanent Portfolio?
Replies: 22
Views: 4997

Re: Wiki or book for the Permanent Portfolio?

I am going to restart this discussion. Two things have happened since the last time i signed on: First, i drifted away from following the discussions on this forum last winter, since I found many to be chatter, and i found that the time invested reading posts on the site was not worth what i was gai...
by BearBones
Sat Jun 11, 2011 6:34 am
Forum: Bonds
Topic: Dumping US Bonds...
Replies: 23
Views: 7603

Re: Dumping US Bonds...

The U.S. has probably not been any less clumsy than other superpowers in world history.  It's a tough job.  Exactly. That's why they are not superpowers any more... Really think US policies of materialism, dependency on foreign oil, massive debt, overextension of military, and inability to make tou...
by BearBones
Wed Jun 08, 2011 8:21 pm
Forum: Other Discussions
Topic: Our New Normal?
Replies: 9
Views: 2108

Re: Our New Normal?

Couldn't agree more, MT. The beautiful ending made for a nice NYT letter, but the probability of this is about as low as the executive and legislative branches of our government resolving to reign in entitlements, balance the budget, reform the tax code, and define a rational energy policy, all whil...
by BearBones
Wed Jun 08, 2011 7:57 pm
Forum: Bonds
Topic: Dumping US Bonds...
Replies: 23
Views: 7603

Re: Dumping US Bonds...

China reminds me of a puppy, a bit clumsy, not entirely housebroken and with a tendency to chew its master's slippers when annoyed.  I wonder what kind of dog it will grow into. Like the analogy. But one can also argue that the US has been the clumsy one lately, an aging pit bull that is increasing...
by BearBones
Tue Jun 07, 2011 8:10 pm
Forum: Stocks
Topic: VTI vs. VTSAX
Replies: 8
Views: 9003

Re: VTI vs. VTSAX

julian wrote: And VTI is better tax wise as their is a loop hole in the tax law regarding capital gain distributions.
Can you explain? I'm curious.
by BearBones
Sun Jun 05, 2011 9:08 pm
Forum: Other Discussions
Topic: Boycott China..
Replies: 29
Views: 8162

Re: Boycott China..

The idea sounds great, but you will find many things that are not made in the US any more. And that is for a good reason: labor prices are so high here that you could not afford many items if they were. Good luck finding a DVD player that is made exclusively in the States. And if you do, I bet that ...
by BearBones
Sat Jun 04, 2011 9:53 pm
Forum: Stocks
Topic: VTI vs. VTSAX
Replies: 8
Views: 9003

Re: VTI vs. VTSAX

Other than cost differences, aren't there capital gains differences? My understanding is that many ETFs are more immune to capital gains triggered by others selling off in a market decline. Not sure if this is true with Vanguard though.