Search found 364 matches

by jacksonM
Wed Jul 03, 2019 2:43 pm
Forum: Other Discussions
Topic: The Left is Eating Itself Pt. II
Replies: 663
Views: 104571

Re: The Left is Eating Itself Pt. II

I’m no fan of Antifa, but I find it telling that the guy whose twitter feed you posted made his first point to say 1) Ban face masks and 2) Criminalize Antifa. State violence in the form of trying to ban expression and criminalize group membership is far and away more dangerous than these Leninist ...
by jacksonM
Wed Jul 03, 2019 2:31 pm
Forum: Permanent Portfolio Discussion
Topic: "This is now the longest U.S. economic expansion in history"
Replies: 6
Views: 1479

Re: "This is now the longest U.S. economic expansion in history"

No, you're not running the Golden Butterfly portfolio. You have a Permanent Portfolio and a Variable Portfolio with some stocks in it. 8) ;) That's the way I thought about it too when I first started out but, truth be told, when I first started with the GB it wasn't money I could afford to lose lik...
by jacksonM
Wed Jul 03, 2019 10:34 am
Forum: Permanent Portfolio Discussion
Topic: "This is now the longest U.S. economic expansion in history"
Replies: 6
Views: 1479

Re: "This is now the longest U.S. economic expansion in history"

60/40 has had the wind at its back with this incredible equity bull market. The PP on the other hand has been comparatively hampered thanks to the fact that 50% of the portfolio is cash and fixed income. Exactly the scenario warned about in the preface to the latest book on the PP. I think it was b...
by jacksonM
Sun Jun 30, 2019 5:17 pm
Forum: Other Discussions
Topic: The true cost of $9/hour engineers
Replies: 1
Views: 511

The true cost of $9/hour engineers

https://finance.yahoo.com/news/boeings-737-max-software-outsourced-204657048.html I lost my job a few years ago due to the fact that the company I worked for made a decision that 90% of software development was going to be "off-shored" to India. Wasn't that big of a deal to me because I planned to ...
by jacksonM
Sun Jun 30, 2019 4:53 pm
Forum: Gold
Topic: NASA headed towards giant golden asteroid
Replies: 8
Views: 1891

Re: NASA headed towards giant golden asteroid

NASA headed towards giant golden asteroid that could make everyone on Earth a billionaire . https://media.giphy.com/media/rl0FOxdz7CcxO/giphy.gif When I saw that headline the only thing I could think of was that someone has a serious problem understanding the fundamental laws of economics - namely ...
by jacksonM
Sat Jun 29, 2019 1:42 pm
Forum: Stocks
Topic: Dividend Growth Investing
Replies: 42
Views: 33461

Re: Dividend Growth Investing

Beyond that, the dividend focus can give you exposure to quality and value factors, as admitted by the likes of Swedroe. It may be a supposedly tax inefficient way, but my observation is that dedicated factor/multi-factor funds have pretty high turnover, making them not that efficient either. I nev...
by jacksonM
Sat Jun 29, 2019 12:35 pm
Forum: Other Discussions
Topic: Will Trump be Re-elected?
Replies: 740
Views: 165613

Re: Will Trump be Re-elected?

Did the televised debates narrow the Democratic field? Did Kamala Harris-- who is "black"-- trash Joe Biden's civil rights record enough to damage his status as frontrunner? I thought Biden would almost certainly get the nomination but I've completely changed my mind, not just because of the debate...
by jacksonM
Wed Jun 26, 2019 3:50 pm
Forum: Gold
Topic: Coin Premiums Dropping Fast
Replies: 23
Views: 2639

Re: Coin Premiums Dropping Fast

I'm not sure what the official definition of "Premium" is but I always think of it as the difference between what I could sell my coins for vs what I would have to pay to buy them back. Right now the difference is around $45 on AJPM where I get my prices. I think it may have been higher when I bough...
by jacksonM
Wed Jun 26, 2019 10:29 am
Forum: Other Discussions
Topic: Will Trump be Re-elected?
Replies: 740
Views: 165613

Re: Will Trump be Re-elected?

I was perhaps too young to see the "rehabilitation of Nixon." I never realized that was a thing. If you haven't seen it, I recommend the movie "Frost vs Nixon" to get up to speed on Nixon's rehabilitation tour. It was about a series of interviews he did with David Frost. Like all movies "based on a...
by jacksonM
Wed Jun 26, 2019 9:10 am
Forum: Other Discussions
Topic: Tankers attacked
Replies: 24
Views: 3253

Re: Tankers attacked

Okay, now it has escalated to "Drone attacked". No loss of life. Just the loss of a $133 million piece of military equipment. If you can take anything you read at face value Trump thought it wasn't worth an estimated 150 Iraqi lives in retaliation. I agree. Can't help but wonder how much 150 Iraqi'...
by jacksonM
Fri Jun 21, 2019 1:51 pm
Forum: Other Discussions
Topic: Tankers attacked
Replies: 24
Views: 3253

Re: Tankers attacked

Okay, now it has escalated to "Drone attacked". No loss of life. Just the loss of a $133 million piece of military equipment. If you can take anything you read at face value Trump thought it wasn't worth an estimated 150 Iraqi lives in retaliation. I agree. Can't help but wonder how much 150 Iraqi's...
by jacksonM
Fri Jun 21, 2019 1:27 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 2775
Views: 592312

Re: The GOLD scream room

Wow, Quicken doth say my gold ROI is > 0%. Physical gold, unfortunately, is still a bit underwater as some of the first ones I bought were for $1725/ounce. (Correction: Even my physical gold hit the break even point yesterday) Same here. Bought some gold back in 2012 for close to $1800, but overall...