Search found 1753 matches

by Tyler
Wed Jul 24, 2019 9:57 am
Forum: Other Discussions
Topic: The other side of 100% stock allocation (Australia)
Replies: 3
Views: 287

Re: The other side of 100% stock allocation (Australia)

I'm not sure about the rest of the analysis, but the blithe dismissal of dividends seems pretty foolish. Yep. The point about real returns is totally valid, but they lost me at this quote: "Dividends add to returns, of course, but we want to see the real capital value of shares, or real wealth, ris...
by Tyler
Fri Jul 19, 2019 11:43 am
Forum: Gold
Topic: Ray Dalio - Paradigm Shifts article recommending gold
Replies: 15
Views: 2667

Re: Ray Dalio - Paradigm Shifts article recommending gold

Hero worship also has a large part to play. Because Buffett or Bogle said something it not only must be taken as blind truth, but is something that they must fight to the death to defend. Too many people fail to do their own research. They find one or two heroes, adopt all their opinions blindly, a...
by Tyler
Fri Jul 19, 2019 10:53 am
Forum: Gold
Topic: Ray Dalio - Paradigm Shifts article recommending gold
Replies: 15
Views: 2667

Re: Ray Dalio - Paradigm Shifts article recommending gold

The article has been shared on the Bogleheads forum. It's honestly hilarious watching the intellectual contortion those fellows are going through to try and convince themselves to not hold gold. Yeah, I'm honestly not sure why gold in particular gets some people so worked up. There's nothing at all...
by Tyler
Wed Jul 10, 2019 9:51 am
Forum: Other Discussions
Topic: Epstein
Replies: 73
Views: 13349

Re: Epstein

Yeah, the deep ties between Epstein and Clinton have been known for years. https://www.foxnews.com/us/billionaire-sex-offender-epstein-once-claimed-he-co-founded-clinton-foundation I've always assumed that's how he walked free, and the fact that Epstein no longer appears protected must certainly hav...
by Tyler
Tue Jul 09, 2019 8:54 pm
Forum: Other Discussions
Topic: Epstein
Replies: 73
Views: 13349

Re: Epstein

You've got to wonder. . . Why now? And for whom (or for what faction) was Epstein amassing control files? I've read unconfirmed rumors that Epstein got that unbelievably sweet deal that previously let him off the hook because Acosta was informed that Epstein worked for US intelligence. If true (who...
by Tyler
Thu Jun 13, 2019 9:28 am
Forum: Other Discussions
Topic: Tankers attacked
Replies: 26
Views: 1814

Re: Tankers attacked

I can always count on Dualstow to keep me up to date on the news via avatar and signature line. ;D
by Tyler
Thu Jun 06, 2019 10:56 am
Forum: Bonds
Topic: Meaning of 1-3 yr and 10-30 yr treasury ladders
Replies: 12
Views: 3341

Re: Meaning of 1-3 yr and 10-30 yr treasury ladders

Question 1: For the 1-3 year ladder does the GB portfolio hold each rung to maturity and then use the proceeds to buy another rung 3 years out? Or, does it roll over the ladder one year from maturity. The Schwab fixed income guy on the phone today thought it unwise to rollover a ST bond at 1 year f...
by Tyler
Sat Jun 01, 2019 10:58 pm
Forum: Stocks
Topic: FWOMX
Replies: 8
Views: 2057

Re: FWOMX

This particular ad only says " could offer the opportunity for higher returns" (emphasis mine), which I do believe to be deceptive, because it applies to any investment, and is only being said there to make it sound like such a thing is expected (when it probably is not). Reading the fine print on ...
by Tyler
Fri May 31, 2019 11:12 pm
Forum: Bonds
Topic: Bond Convexity
Replies: 10
Views: 2673

Re: Bond Convexity

Thanks!

I can honestly say I've learned a lot of what I know from discussions on this forum, and you even helped inspire me to make many of my charting tools. So I'm always happy to give back.
by Tyler
Wed May 29, 2019 10:06 am
Forum: Bonds
Topic: Bond Convexity
Replies: 10
Views: 2673

Re: Bond Convexity

Thanks, guys. Glad you like it! This particular article was kinda fun because I also feel like I learned something in the process. @Sophie -- I've thought about writing a book a few times, but then I get distracted with a new chart idea and the book goes on the back burner. ;D I've been writing long...
by Tyler
Mon May 27, 2019 10:54 pm
Forum: Bonds
Topic: Bond Convexity
Replies: 10
Views: 2673

Bond Convexity

I'm pretty sure I first heard about bond convexity on this forum, so it feels appropriate to share a little research on that topic. It's a particularly important concept for the Permanent Portfolio not only because of the long term treasuries but also because of how the underlying portfolio theory w...
by Tyler
Thu May 23, 2019 11:43 pm
Forum: Permanent Portfolio Discussion
Topic: What have we learned over last 10 years?
Replies: 41
Views: 8820

Re: What have we learned over last 10 years?

Like you, I don't feel anybody fully understands gold. This is all just conjecture. But that's part of it's allure and a great reason why it's such a potent diversifier. Harry Browne was MPT before MPT was a thing. I buy and hold gold mostly because of how well it compliments a portfolio of stocks ...