Search found 3177 matches

by ochotona
Sun May 03, 2020 9:15 am
Forum: Stocks
Topic: Stock scream room
Replies: 1377
Views: 254916

Re: Stock scream room

Bogleheads fun today Deviating from "set it and forget it" investment approach [Cashed out in panic, how to get back in?] How to get back in .. Holding Gold as "Doomsday Fund" {isn't gold a venial sin for them? or a mortal sin?} Tracking Progress on my Market Timing I'm out [of the market] Why shoul...
by ochotona
Sun May 03, 2020 3:44 am
Forum: Stocks
Topic: Stock scream room
Replies: 1377
Views: 254916

Re: Stock scream room

I guess mine is 40% PP also, and my VP is therefore virtually shorting stocks to completely offset virtual PP stocks (in other words I have TLT gold cash and very few stocks) This is exactly what someone asked a few days ago - how do I short stocks in the VP? You do it by recognizing that the PP VP ...
by ochotona
Sat May 02, 2020 3:24 pm
Forum: Cash
Topic: I-bond Rate May 2020
Replies: 22
Views: 1251

Re: I-bond Rate May 2020

Like the 70s except the music was way better then
by ochotona
Sat May 02, 2020 3:16 pm
Forum: Stocks
Topic: Stock scream room
Replies: 1377
Views: 254916

Re: Stock scream room

Masanari Takada, a macro and quantitative strategist at Nomura, thinks a "sell in May" stock-market unwind is on the horizon

"When Takada and McElligot talk --- people listen"
by ochotona
Fri May 01, 2020 4:58 pm
Forum: Cash
Topic: I-bond Rate May 2020
Replies: 22
Views: 1251

Re: I-bond Rate May 2020

Everyone

Sign up for email alerts at https://tipswatch.com/

That way you will know well in advance about rate changes and deadlines
by ochotona
Fri May 01, 2020 7:51 am
Forum: Stocks
Topic: Stock scream room
Replies: 1377
Views: 254916

Re: Stock scream room

I didn't stay in!
by ochotona
Fri May 01, 2020 7:07 am
Forum: Stocks
Topic: Stock scream room
Replies: 1377
Views: 254916

Re: Stock scream room

People who bought in at SPX 2950 are getting kicked in the crotch. More fun today.
by ochotona
Thu Apr 30, 2020 9:15 pm
Forum: Bonds
Topic: Maximum Bond Upside
Replies: 244
Views: 70364

Re: Maximum Bond Upside

Dr. Lacy Hunt on debt and economic growth. Not pretty. Macrovoices.com
by ochotona
Thu Apr 30, 2020 4:43 pm
Forum: Variable Portfolio Discussion
Topic: Tactical Asset Allocation + HBPP an intriguing combo
Replies: 499
Views: 137788

Re: Tactical Asset Allocation + HBPP an intriguing combo

The GEM portfolio is in Bonds for May 2020 (AGG, BND, SCHZ)
by ochotona
Wed Apr 29, 2020 8:40 pm
Forum: Variable Portfolio Discussion
Topic: Tactical Asset Allocation + HBPP an intriguing combo
Replies: 499
Views: 137788

Re: Tactical Asset Allocation + HBPP an intriguing combo

Novell has end of week signals and also a daily volatility buy-sell signal. You are not limited to monthly trades. I agree markets move too fast these days.
by ochotona
Wed Apr 29, 2020 1:37 pm
Forum: Permanent Portfolio Discussion
Topic: THE ALLEGORY OF THE HAWK AND SERPENT
Replies: 23
Views: 5717

Re: THE ALLEGORY OF THE HAWK AND SERPENT

If you are an accredited investor, Artemis is a good long vol company worth looking at, and I'm a fan of Dunn for CTA's. If you're not an accredited investor, the PP is probably the closest you can come to this portfolio. I've done the high-level task of requesting monthly returns from Dunn, import...
by ochotona
Wed Apr 29, 2020 9:28 am
Forum: Other Discussions
Topic: Gold vs bitcoin...or both
Replies: 9
Views: 544

Re: Gold vs bitcoin...or both

Recent stock-to-flow modeling results on BTC, gold, silver. Fits the precious metals well, and predicts big gains for BTC. I'm willing to risk a little bit for a 100-bagger.

https://medium.com/@100trillionUSD/bitc ... d260feed12