I'm a big fan of Bill Bernstein. He's not dogmatic, but rather very practical. He's also the researcher that originated a rigorous and systematic idea of having an explicit allocation to gold mining stocks in a portfolio.

dualstow wrote: ↑Fri Jul 28, 2023 9:08 pm

Smith1776 wrote: ↑Fri Jul 28, 2023 3:37 pm I think I have enough cobbled together in terms of ideas to start writing.

Make it original.

It'll have that distinct Smith style of discourse: sophomoric with a hint of mania.

I think I have enough cobbled together in terms of ideas to start writing.

Thanks for this post, Vinny. Noting the date. It's amazing how much changes in a year. The sentiment in this passage you posted is such that people were wanting to de-risk just as risk premiums in both stocks and bonds skyrocketed. That Brian Smallsaver fellow said he was "scared to death of st...

vnatale wrote: ↑Thu Jul 27, 2023 7:40 am I believe that this is the first item I am ever recognizing as written by Chat gpt?

Certainly looks like it. ChatGPT and its ilk seem to have a distinct style.

Though I watch a wide range of violent video I tend to shun the supernatural or horror or zombie type video. Anything, though, with Marvel characters in it are fine. I used to LOVE the Marvel franchise until the latest bunch of movies cropped up after Avengers Endgame. The franchise seemed to have ...

What is it about the human psyche that likes zombie apocalypses so much? I think part of it is that it provides an enemy you’re allowed to hate, and in large quantities. Yeah I think there's truth to that. I think another element is that people also like to assume they'd be one of the heroic surviv...

Also, for those wondering what the difference is between that long/flat commodity ETF versus a typical long-only commodity fund, here's a performance comparison. The blue line is what CCOM.TO would have delivered, and the red and gold lines are DBC and GSG, which are the two most popular US-listed c...

Been getting really into zombie apocalypse games and movies lately. Throw me some suggestions if you have any. Lighthearted: Zombieland Not-so-lighthearted: 28 Days Later Thanks! O0 Dead Set is a must see in that genre. Set in a British Big Brother house. 5 short episodes you can watch in one sitti...

I welcome any other thoughts and constructive criticisms others may have on the book project.

Tortoise wrote: ↑Tue Jul 25, 2023 4:40 pm

Smith1776 wrote: Been getting really into zombie apocalypse games and movies lately. Throw me some suggestions if you have any.

Lighthearted: Zombieland

Not-so-lighthearted: 28 Days Later

Thanks!

vnatale wrote: ↑Sun Jul 23, 2023 9:55 pm
As usual all quite well stated by one of our younger members (if not THE youngest).

Hard to even believe I'm the youngest in any group! I'm already starting to develop knee pain LOL!

How far back do you need to go? The index provider (the one that runs the long/flat commodity ETF) itself has simulated monthly data back to 2000. Beyond that, you would have to simulate it yourself for each of the eleven or twelve futures they use (I'm assuming you have access to their methodology...

dualstow wrote: ↑Mon Jul 24, 2023 9:10 pm

Smith1776 wrote: ↑Mon Jul 24, 2023 4:26 pm In other news, I just got a pink slip today along with about 100 other people in our business unit.
…

Boooo! Dislike

Fortunately I have my All-Terrain money to fall back on.

which industry. my tenant got laid off by a big university last week. moved a little into cash, but even if there's a correction, will I be able to get back in before the money printer goes to 11 Finance. My very best wishes for a successful and rewarding new beginning, whatever the direction in wh...

In other news, I just got a pink slip today along with about 100 other people in our business unit.

New beginnings on the horizon I guess.

Have you back tested your portfolio vs. the various Vanguard Target Retirement portfolios or other “commonly proposed” portfolios mentioned on this forum? It would be good to explain why yours is better. Just a suggestion. Yes, good point. Data availability is going to be a huge challenge. This is ...

Currently watching The Rain and Black Summer as my zombie shows.

So far so good. Would recommend.

Oh, thoughts and feedback welcome and encouraged!

A little bit more about the book project. I've been mentally refining the book this week on my daily walks. 1) I have decided to keep the book short and succinct. I think this will make the book far more accessible and approachable, especially for casual readers. This is the audience I want to reach...

Broadly speaking, I have made two big Permanent Portfolio mistakes in my life. 1) Not adopting the portfolio sooner. I spent years fudging around with unbalanced portfolios that didn't let me sleep at night. One might reasonably say that this isn't a "mistake" per se, as for many of those ...

dualstow wrote: ↑Thu Jul 20, 2023 6:56 am All Terrain, nice! With a lynx logo?
Tell us about the gaming PC. What’s under the hood?

I was thinking of a Shiba Inu in the mountains as the background image to get across the “all-terrain” aspect.

All Terrain, nice! With a lynx logo? Tell us about the gaming PC. What’s under the hood? The new Mac + PC power couple! (Can't the two camps just get along?) O0 IMG_2389.jpg The PC has: - Core i7 12650H - 16GB RAM - RTX 3050 Ti - 512GB SSD - 15" display at 144Hz Bought for $1050 CAD and I'm ju...

Chiming in on the computer discussion: I just picked up the 14" MacBook Pro base model. I got the student discount in addition to a $200 gift card that they have as a promotional offer. I picked up a HomePod mini and a case for the laptop. What a great machine this is. This along with my new ga...

I’ve decided to write my own book on investing. More details to come soon! Cool! Make sure to put in a sprinkling of jokes. (I know you will). I have decided to call it The All-Terrain Portfolio . (Calling it now as a name grab haha.) I haven't decided on a tagline yet. Maybe something like "T...