Search found 11136 matches

by MachineGhost
Fri Nov 18, 2016 9:25 am
Forum: Other Discussions
Topic: Trump Wins - post-game discussion
Replies: 161
Views: 37273

Re: Trump Wins - post-game discussion

Whoops, forgot this:

Image
by MachineGhost
Fri Nov 18, 2016 8:43 am
Forum: Permanent Portfolio Discussion
Topic: Trump's Effect on the PP
Replies: 81
Views: 28524

Re: Trump's Effect on the PP

The thing that I like the most about the PP is that it reacts to the real market, not the one that pundits think we have. It's quite possible the current increase in bond yields is only a blip. When the yields go up and stay up, then I'll believe that the economic environment is truly changing. No ...
by MachineGhost
Fri Nov 18, 2016 8:41 am
Forum: Permanent Portfolio Discussion
Topic: Trump's Effect on the PP
Replies: 81
Views: 28524

Re: Trump's Effect on the PP

One strategy that I was surprised that never gained traction here was selling calls and puts as a way to boost returns. It seems like there should be a way devise some sort of algorithm around the rebalancing bands that gives an indication of what level to sell calls and puts. With highly volatile ...
by MachineGhost
Fri Nov 18, 2016 8:31 am
Forum: Other Discussions
Topic: Trump Wins - post-game discussion
Replies: 161
Views: 37273

Re: Trump Wins - post-game discussion

What's with all that crime nearly engulfing all of Arizona???
by MachineGhost
Fri Nov 18, 2016 8:28 am
Forum: Other Discussions
Topic: Trump Wins - post-game discussion
Replies: 161
Views: 37273

Re: Trump Wins - post-game discussion

Last day for the charts! http://s19.postimg.org/lqqo4apkj/screenshot_2016_11_18_at_06_23_25.png http://s19.postimg.org/cwzrn72lv/screenshot_2016_11_18_at_06_26_17.png http://s19.postimg.org/wu5ow5lgz/screenshot_2016_11_18_at_06_27_37.png http://s19.postimg.org/k41gj2dir/screenshot_2016_11_18_at_06_2...
by MachineGhost
Fri Nov 18, 2016 8:24 am
Forum: Other Discussions
Topic: Big, Open, Green, Wasted, Space!
Replies: 25
Views: 6579

Re: Big, Open, Green, Wasted, Space!

Where I live (West Coast of Florida), if you go to the mall on a weekend it's hard to find a place to park. Over in Orlando where they have all the outlet malls it's even worse. There have been times when I've had to leave because no parking space was available. That's materialistic Baby Boomers fo...
by MachineGhost
Thu Nov 17, 2016 10:17 pm
Forum: Other Discussions
Topic: Trump Wins - post-game discussion
Replies: 161
Views: 37273

Re: Trump Wins - post-game discussion

How is this a non-argument? Don't pretend that the right accepted Obama with open arms -- their protests just didn't take the same form for largely geographical reasons. You can't riot without population density. The right is full of mature, older adults not young, naive whippersnappers rioting in ...
by MachineGhost
Thu Nov 17, 2016 10:05 pm
Forum: Permanent Portfolio Discussion
Topic: Trump's Effect on the PP
Replies: 81
Views: 28524

Re: Trump's Effect on the PP

For the past year or so I have been saying here that Tight Money is impossible to imagine now. Therefore throwing the 25% cash into question. I don't agree that it is the same as the Liquidity Crisis. That was deflation. IMO. But they're both the same thing. Cash becomes more valuable relative to a...
by MachineGhost
Thu Nov 17, 2016 9:53 pm
Forum: Permanent Portfolio Discussion
Topic: Trump's Effect on the PP
Replies: 81
Views: 28524

Re: Trump's Effect on the PP

Yes - I'm referring to Congress not raising the debt ceiling. I suspect the Tea Partiers will continue to try to prevent this, not to get concessions from the "normal" Republicans but because they're zealots who believe increasing the federal debt is inherently evil. The question is whether the rat...
by MachineGhost
Thu Nov 17, 2016 7:24 pm
Forum: Permanent Portfolio Discussion
Topic: Trump's Effect on the PP
Replies: 81
Views: 28524

Re: Trump's Effect on the PP

On the other hand, I'm skeptical of the PP's ability to withstand an idiot congress led by an ignoramus who together seem like the perfect storm that may end up with the US defaulting on Treasuries and/or the US dollar losing its worldwide reserve currency status. Are you referring to Congress not ...
by MachineGhost
Thu Nov 17, 2016 6:17 pm
Forum: Permanent Portfolio Discussion
Topic: Trump's Effect on the PP
Replies: 81
Views: 28524

Re: Trump's Effect on the PP

I had a spark of inspiration this morning and am mulling over a fix for the PP's Achilles' Heel. What most of us didn't realize until just this very atomic moment is that "Tight Money" is the same thing as "Liquidity Crisis" aka 2008. The PP got destroyed in 2008 before just barely recovering on a c...