Search found 1944 matches

by Tyler
Tue Jul 14, 2020 10:16 am
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 3195
Views: 135269

Re: Coronavirus General Discussion

And why they've been wearing them in Asia for years? Yes, people in Asia have long worn masks outside. But it's not about viruses -- it's about air pollution. If you could smell the haze in Shenzhen or the exhaust of scooters in Taipei, you'd wear a mask too. https://cdn7.dissolve.com/p/D2033_22_01...
by Tyler
Sat Jul 04, 2020 3:13 pm
Forum: Other Discussions
Topic: Finally some good news
Replies: 7
Views: 549

Re: Finally some good news

Assuming Deloitte doesn't cave in to the mob, of course: Harvard grad who blamed Trump supporters for getting her fired from 'dream job' at Deloitte after 'All Lives Matter' TikTok stab video did NOT work for accountancy firm Jonathan Gandal, a managing director at the firm, said Janover 'has never...
by Tyler
Sat Jul 04, 2020 10:09 am
Forum: Other Discussions
Topic: The cars we love/hate & the cars we may buy.
Replies: 92
Views: 3679

Re: The cars we love/hate & the cars we may buy.

I love my VW GTI. It's super fun to drive yet remarkably practical at the same time. It's sorta crazy how much cargo capacity they crammed into a small, fast, & nimble car.
by Tyler
Thu Jun 25, 2020 11:07 am
Forum: Other Discussions
Topic: All hail the new People's Republic of... CHAZ?
Replies: 44
Views: 2411

Re: All hail the new People's Republic of... CHAZ?

Tyler wrote:
Fri Jun 12, 2020 2:30 pm
My guess is that this will break up when an enterprising lawyer organizes property owners to sue the crap out of the city for abdicating their responsibility for the area.
I'm surprised it took this long. Businesses sue Seattle over ‘occupied’ protest zone
by Tyler
Sun Jun 21, 2020 10:12 am
Forum: Permanent Portfolio Discussion
Topic: New Permanent Portfolio book: "Investing Equanimity"
Replies: 39
Views: 4457

Re: New Permanent Portfolio book: "Investing Equanimity"

When you say that the book is "preaching" about the Permanent Portfolio, well yes that was absolutely my intention because there are so many people whose lives would improved by the peace of mind afforded by the Permanent Portfolio. Yet, since it is so obscure and unorthodox, not many people realiz...
by Tyler
Fri Jun 19, 2020 3:41 pm
Forum: Other Discussions
Topic: Where would you move?
Replies: 60
Views: 2935

Re: Where would you move?

Colorado Springs is on my short list of places I'd consider. Beautiful area, leans conservative, and close enough to Denver for any big city stuff you might be interested in.
by Tyler
Thu Jun 18, 2020 9:04 pm
Forum: Variable Portfolio Discussion
Topic: Portfolios - When Harry met Benjamin
Replies: 18
Views: 1756

Re: Portfolios - When Harry met Benjamin

May be best just to use a MSCI World Fund? Can't model it directly on Portfolio Charts though... I actually added that option early this year. In the portfolio interface, look for the dropdown below "WLD". The default is XUS, but it also has a DEV option. That will switch everything in the row to D...
by Tyler
Fri Jun 12, 2020 2:30 pm
Forum: Other Discussions
Topic: All hail the new People's Republic of... CHAZ?
Replies: 44
Views: 2411

Re: All hail the new People's Republic of... CHAZ?

Isn't there some level of cognitive dissonance when small government libertarians argue against a people's right to self determination? I'm confused.... I'd wager 99% of the people in the CHAZ camp do not live or work there. It's an occupation. There's absolutely no self-determination for the actua...
by Tyler
Mon Jun 08, 2020 4:41 pm
Forum: Permanent Portfolio Discussion
Topic: Asset Allocation in the Most Painful Month
Replies: 32
Views: 3626

Re: Asset Allocation in the Most Painful Month

And how's this for interesting timing? Your post arrived in my in box just a few hours after this one from Chris Mamula over at "Can I Retire Yet?" about his process of looking into adding gold to his portfolio. Porfolio Charts is prominently mentioned in the article and you'll note that a couple o...
by Tyler
Mon Jun 08, 2020 3:54 pm
Forum: Permanent Portfolio Discussion
Topic: Asset Allocation in the Most Painful Month
Replies: 32
Views: 3626

Re: Asset Allocation in the Most Painful Month

Awesome work! The Deepest Drawdown chart is sorted differently than the others; may want to consider same sorting for continuity. I wonder what impact rebalancing would have on these results. During the recent decline, I rebalanced a 70/30 to 80/20 and increased stocks in the PP to 40%. Yeah, I fou...
by Tyler
Mon Jun 08, 2020 1:40 pm
Forum: Permanent Portfolio Discussion
Topic: Asset Allocation in the Most Painful Month
Replies: 32
Views: 3626

Re: Asset Allocation in the Most Painful Month

Following up on the data for portfolio drawdowns, I just posted a new article looking at the recovery side of the equation. I figure you guys will find it interesting as well. :)

Welcome to the Big Bounce
by Tyler
Sat Jun 06, 2020 9:19 pm
Forum: Variable Portfolio Discussion
Topic: Golden Butterfly Portfolio
Replies: 521
Views: 134136

Re: Golden Butterfly Portfolio

So the juxtaposition I'm seeing is mainstream firms like Vanguard and DFA predicting that international and value are going to soar based purely on valuations (as they've been predicting - incorrectly - for many years now) while the NYT article is talking about STRUCTURAL changes to the stock marke...