Search found 2821 matches

by Kbg
Tue Nov 15, 2022 12:33 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1386
Views: 1477365

Re: Putin Invades Ukraine II

A terrorist/pariah state having a permanent seat in the United Nations that can veto UN decisions pretty much invalidates the UN's purpose. Yup...whether that's good or bad is a little more difficult question in my mind. I think it's a good thing to have international forums where countries can com...
by Kbg
Tue Nov 15, 2022 12:29 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1386
Views: 1477365

Re: Putin Invades Ukraine II

It's incredibly sad on a human level as all wars are. However, other than 9/11 (from an American standpoint) I can't think of a more worthy war to support in recent times. Russian political culture is something else. I often wonder what it might become when A) Soviet era thugs and the populace dies ...
by Kbg
Tue Nov 15, 2022 12:18 pm
Forum: Variable Portfolio Discussion
Topic: A history lesson for our crypto trolls
Replies: 24
Views: 21099

Re: A history lesson for our crypto trolls

I'm of the opinion that Bitcoin is our only hope at taking power back from the elites in Washington. Control of the money is too much power. Bitcoin is an engineering solution to the political ills of our times. We need more engineers in politics. The world is too complex for the usual sorts of con...
by Kbg
Tue Nov 15, 2022 11:27 am
Forum: Bonds
Topic: Bond barbell vs. other options
Replies: 12
Views: 5061

Re: Bond barbell vs. other options

I'm interested in revisiting the classic long-term Treasury/money market barbell. I don't mean to incur the wrath of any "stay the course no matter what" purists but I'm under the impression that many of us "fudge" these allocations to some degree anyway. Way back when the permi...
by Kbg
Tue Nov 15, 2022 11:05 am
Forum: Bonds
Topic: Treasury Notes (Auction vs Secondary - basically a wash?)
Replies: 14
Views: 8826

Re: Treasury Notes (Auction vs Secondary - basically a wash?)

Here's a good article on taxation when bonds are bought at a discount or premium. https://www.investopedia.com/articles/tax/08/bond-tax.asp A bond bought at issue and held to maturity will have no tax effects other than the interest portion. Secondary market purchases are when the more complicated t...
by Kbg
Tue Nov 15, 2022 10:56 am
Forum: Permanent Portfolio Discussion
Topic: Optimisation - A waste of time?
Replies: 3
Views: 2152

Re: Optimisation - A waste of time?

No kidding...and kinda demonstrates the point! I normally use some form of averaging with segmented data to arrive upon potential allocations (or values for trading systems). Dual Momentum isn't talked about much anymore, but an application example is to not use a single 12 mo lookback but use 3-12 ...
by Kbg
Wed Nov 09, 2022 4:56 pm
Forum: Politics
Topic: How did YOU vote???!!
Replies: 62
Views: 18739

Re: How did YOU vote???!!

It appears to me political polling is no longer that useful as it is pretty inaccurate. I'm not a conspiracy guy, but I like j's comment on the red wave was made up. The news cycle was getting stale, let's throw some excitement into the story. If your job is to sell news based advertising a blow out...
by Kbg
Wed Nov 09, 2022 4:51 pm
Forum: Cash
Topic: Single-bond ETFs
Replies: 13
Views: 13049

Re: Single-bond ETFs

Thanks for the heads up on CLTL. Was not aware of it.
by Kbg
Wed Nov 09, 2022 9:51 am
Forum: Other Discussions
Topic: US Legislative Majority after November 8
Replies: 17
Views: 3523

Re: US Legislative Majority after November 8

I like divided government. Reigns in the crazies on both sides. Effectively adding more reams of paper to existing state and federal code and regulations isn't necessarily a good thing.
by Kbg
Wed Nov 09, 2022 8:19 am
Forum: Politics
Topic: How did YOU vote???!!
Replies: 62
Views: 18739

Re: How did YOU vote???!!

Not a great night for the R party.

Thoughts on my thoughts?

- If you want to win a competitive Republican primary in a deep red state, go for the Trump endorsement

- If you want to win a competitive general election, having his endorsement is close to political suicide
by Kbg
Tue Nov 08, 2022 6:24 pm
Forum: Other Discussions
Topic: US Legislative Majority after November 8
Replies: 17
Views: 3523

Re: US Legislative Majority after November 8

You left out the most probable outcome as a choice of the Rs don't sweep it.

House = R

Senate remains D

Hence a non-vote from me
by Kbg
Tue Nov 08, 2022 6:16 pm
Forum: Politics
Topic: How did YOU vote???!!
Replies: 62
Views: 18739

Re: How did YOU vote???!!

My state is highly red. Multiple local offices had a single candidate that was from the R party...not the same I know, but seemed very communist like.

I wish there was more competition. I think there should always be at least two candidates, even if they are from the same party.
by Kbg
Tue Nov 08, 2022 1:50 pm
Forum: Variable Portfolio Discussion
Topic: 4.3% SWR for 30 years
Replies: 22
Views: 6885

Re: 4.3% SWR for 30 years

A very interesting proposal in your second to the last paragraph. I find it amazing how often I get exposed to an idea that completely never occurred to me. A definite benefit of being exposed and open to many ideas.
by Kbg
Tue Nov 08, 2022 1:46 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3953
Views: 2631475

Re: The GOLD scream room

dualstow wrote: Tue Nov 08, 2022 10:06 am Wow, when did gold creep up into the 1700s
On the downside...bonds, stocks and gold are all moving in lock step. As of late we are getting zilch diversification.

Had to bring in some shade on the little ray of light I introduced. :-)
by Kbg
Tue Nov 08, 2022 1:40 pm
Forum: Bonds
Topic: Treasury Notes (Auction vs Secondary - basically a wash?)
Replies: 14
Views: 8826

Re: Treasury Notes (Auction vs Secondary - basically a wash?)

So your return will be whatever your broker states it will be for the ask price but there may be tax implications in terms of interest vs. cap gains.

See last line of previous post. :-)
by Kbg
Mon Nov 07, 2022 5:24 pm
Forum: Bonds
Topic: Treasury Notes (Auction vs Secondary - basically a wash?)
Replies: 14
Views: 8826

Re: Treasury Bonds (Auction vs Secondary - basically a wash?)

Depends. Municipal, USG or commercial? Your post slightly points to USG bonds. Assuming that is a yes (or no), there may be some tax implications. Let's assume you bought a bond during ZIRP days which was yielding .25%. It is most definitely selling at a discount to par now. https://msrb.org/sites/d...
by Kbg
Sat Nov 05, 2022 9:33 pm
Forum: Politics
Topic: White House Deletes Tweet After Context Note
Replies: 10
Views: 2814

Re: White House Deletes Tweet After Context Note

The whole Twitter thing is bizarre. I started using it for info on the UKR/RUS war. It just does not seem as important as people make it out to be though. I’m not understanding the uproar. I will however say that in a short time the advertisements have gone WAY down in quality. Rather than getting a...
by Kbg
Fri Nov 04, 2022 10:39 am
Forum: Other Discussions
Topic: Peanut Butter
Replies: 51
Views: 28832

Re: Peanut Butter

Breakfast, all three meals were comped! Must admit we were Whataburgered out by dinner. LOL
by Kbg
Fri Nov 04, 2022 10:35 am
Forum: Permanent Portfolio Discussion
Topic: Non-ESG ETFs
Replies: 53
Views: 63182

Re: Non-ESG ETFs

I think they saw the writing on the wall legally and are probably deciding they don’t need the hassle of the potential law suits.

You don’t get to be a shareholder and defacto board member without taking on liability for your decisions/actions.

Regardless, it is a good trend.
by Kbg
Fri Nov 04, 2022 10:32 am
Forum: Gold
Topic: The GOLD scream room
Replies: 3953
Views: 2631475

Re: The GOLD scream room

How many times do we get to say gold is up nicely today!?

There, it was said. :D
by Kbg
Fri Nov 04, 2022 9:56 am
Forum: Other Discussions
Topic: Peanut Butter
Replies: 51
Views: 28832

Re: Peanut Butter

And of course the other Texas institution of tastiness…Whataburger! True story, the Mrs. and I had joked for 4-5 years about flying to a city that had a Whataburger. Last fall about this time I noticed some round trip tickets for $99 and bought them. Short flight, got there for breakfast and also at...
by Kbg
Thu Nov 03, 2022 2:55 pm
Forum: Other Discussions
Topic: Peanut Butter
Replies: 51
Views: 28832

Re: Peanut Butter

I miss HEB, that's a good chain of stores. They really are very good at what they do. During the various crises lately (mainly I'm thinking of the snowstorm), they were able to quickly redirect a lot of their capacity to the basics and never ran short. Here are some articles: https://www.nytimes.co...
by Kbg
Thu Nov 03, 2022 2:48 pm
Forum: Gold
Topic: GDE from WisdomTree is new to me
Replies: 2
Views: 1648

Re: GDE from WisdomTree is new to me

Interesting fund, good fee for what it's offering.

Last time I checked the volume was pretty minimal...so it might not survive. (It has been a while since I checked volume, so perhaps it gaining traction IDK.)
by Kbg
Wed Nov 02, 2022 9:38 am
Forum: Other Discussions
Topic: Peanut Butter
Replies: 51
Views: 28832

Re: Peanut Butter

Ok folks...convince me that (on Amazon) a $28.55 16oz jar of Teddie peanut butter is THAT good.

I can get 12 16.3 oz jars of Skippy Super Chunk for $31.44 (on Amazon)

12x better???
by Kbg
Wed Nov 02, 2022 9:31 am
Forum: Politics
Topic: The Fourth Branch of Government
Replies: 42
Views: 18489

Re: The Fourth Branch of Government

'Anger on their minds': NBC News poll finds sky-high interest and polarization ahead of midterms 80% of Democrats and Republicans believe the political opposition poses a threat that, if not stopped, will destroy America as we know it. https://www.nbcnews.com/meet-the-press/first-read/anger-minds-nb...