Search found 245 matches
- Thu Jun 17, 2021 9:34 am
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3693
- Views: 1766877
Re: The GOLD scream room
Scenarios similar to March 2020 unfold with irregularity and in-between the PP investor relinquishes too much in equity gains to make 4x25 worthwhile. The PP would still be treading water today if I hadn’t violated 15/35 bands and increased stock exposure near the March bottom. It was tactical asse...
- Thu Jun 17, 2021 6:55 am
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3693
- Views: 1766877
Re: The GOLD scream room
What happened to the Budd from last December ? Yet another Mathjak type, expecting the PP to be the end-all be-all of investing portfolios, waffling back and forth on their feelings about the PP in the space of just a few months, spending their time on the forums blabbering on and on without provid...
- Wed Jun 09, 2021 11:42 am
- Forum: Other Discussions
- Topic: Why the Allies Won
- Replies: 83
- Views: 10341
Re: Why the Allies Won
A few days ago in discussing the cause(s) of the Civil War....Xan warned us about oversimplying when it comes to history. Also, a few days ago, I started reading this excellent book: https://www.amazon.com/Why-the-Allies-Won/dp/039331619X/ref=cm_wl_huc_item Why the Allies Won I think I am about 1/3...
- Sun Jun 06, 2021 5:39 am
- Forum: Other Discussions
- Topic: Should Single Family Home Rentals be Legal?
- Replies: 8
- Views: 2776
Re: Should Single Family Home Rentals be Legal?
5 years ago I would have said of course it should be legal for someone to be a landlord of a single family home. Now, I question that. There’s a shortage of single family homes, which is pretty evident. Institutional buyers have been scooping them up to rent our for the last decade. Air BNB has sco...
- Sun Jun 06, 2021 5:30 am
- Forum: Permanent Portfolio Discussion
- Topic: Does PP Only Work In Times of Declining Bond Yields?
- Replies: 35
- Views: 13930
Re: Does PP Only Work In Times of Declining Bond Yields?
The other thing is, if someone wants to time the bond market by shorting LTTs, they need to be able to time the exit as well. The PP, even at a time when a lot of forum members can’t stay the course, allows me to confidently stay invested because I am objective about it. If you take a speculative p...
- Sat Jun 05, 2021 5:32 am
- Forum: Permanent Portfolio Discussion
- Topic: Does PP Only Work In Times of Declining Bond Yields?
- Replies: 35
- Views: 13930
Re: Does PP Only Work In Times of Declining Bond Yields?
A few comments I posted in a different discussion a few weeks ago regarding rising rates and potential impact on the PP. Some comments: 1. You constantly say that you think the kryptonite for the PP is rising rates. Maybe it will be, maybe it won't. But going to portfoliovisualizer or portfoliochart...
- Thu Jun 03, 2021 7:51 pm
- Forum: Permanent Portfolio Discussion
- Topic: Withdrawal rates and size of nest egg needed in current negative real interest rate world
- Replies: 37
- Views: 10827
Re: Withdrawal rates and size of nest egg needed in current negative real interest rate world
One of the things that I find comforting in this environment is to use Portfoliocharts to look at how the PP would've done globally over the past few decades. Even in Japan, the worst 30ish year return I've seen is a tad under 3% real. And a 30 year safe withdrawal rate is still 4%. Our situation is...
- Thu Jun 03, 2021 8:56 am
- Forum: Gold
- Topic: Why isn't gold moving?
- Replies: 69
- Views: 23106
Re: Why isn't gold moving?
What is your reasoning for expecting gold to sell off?
- Wed May 19, 2021 8:53 am
- Forum: Gold
- Topic: Why isn't gold moving?
- Replies: 69
- Views: 23106
Re: Why isn't gold moving?
I went to find the article doodle screenshotted, and here's what turned up on a google search. If anymore evidence is needed to tune out the noise and quit trying to predict the future, please let me know. I'll see what else I can turn up. Seems like the 'experts' don't always know what they're talk...
- Tue May 18, 2021 2:34 pm
- Forum: Gold
- Topic: Post gold standard data
- Replies: 22
- Views: 6550
Re: Post gold standard data
MMT and UBI will be a colossal failure for other reasons, and will hasten the downfall of a country. I'm curious to learn a little more about why you feel UBI will be a colossal failure. I'm inclined to agree with you, but I'm also of the opinion that it's not the dumbest idea I've ever heard bandi...
- Tue May 18, 2021 12:49 pm
- Forum: Gold
- Topic: Post gold standard data
- Replies: 22
- Views: 6550
Re: Post gold standard data
MMT and UBI will be a colossal failure for other reasons, and will hasten the downfall of a country. it's not the dumbest idea I've ever heard bandied about, and sure beats the pants off of our current welfare system . the problem is it will be stacked on top of the current system not used to repla...
- Tue May 18, 2021 11:57 am
- Forum: Gold
- Topic: Post gold standard data
- Replies: 22
- Views: 6550
Re: Post gold standard data
MMT and UBI will be a colossal failure for other reasons, and will hasten the downfall of a country. I'm curious to learn a little more about why you feel UBI will be a colossal failure. I'm inclined to agree with you, but I'm also of the opinion that it's not the dumbest idea I've ever heard bandi...
- Sun May 16, 2021 1:02 pm
- Forum: Permanent Portfolio Discussion
- Topic: Rebalancing into more LTT
- Replies: 103
- Views: 29322
Re: Rebalancing into more LTT
But your comments implying you're on a forum full of lemmings with no idea what they're investing in don't add much to the conversation in my opinion. I have followed all the relevant posts and I cannot find anywhere mathjak107 suggested that people who disagree with his take on LTTs are “lemmings....
- Sat May 15, 2021 9:35 am
- Forum: Variable Portfolio Discussion
- Topic: mathjak's daytrading adventures
- Replies: 1195
- Views: 264722
Re: mathjak's daytrading adventures
the one year has tlt down about 14% despite the spike.despite rebalancing-some of it , down is down The one day has tlt up about 0.94%. Shall we look at even shorter data? 1 hr? 1 minute? If you own index funds, let's break that down too. Disney stock was down 2.45% yesterday, and if you own an S&a...
- Sat May 15, 2021 9:24 am
- Forum: Variable Portfolio Discussion
- Topic: mathjak's daytrading adventures
- Replies: 1195
- Views: 264722
Re: mathjak's daytrading adventures
You are making comments that are out in left field . As anyone here can tell you I have followed the fidelity insight portfolios for 30 years ….. Those were always my portfolios until I made the mistake in December of switching to the pp as the only portfolio. So you my friend need to learn facts b...
- Sat May 15, 2021 6:47 am
- Forum: Variable Portfolio Discussion
- Topic: mathjak's daytrading adventures
- Replies: 1195
- Views: 264722
Re: mathjak's daytrading adventures
can't even guess ..we may get a bump up in stocks if congress plays nice but that will be short lived . being at the epee center here in nyc i can tell you things are getting worse and worse ...i think markets may only be 2/3;'s to half way to a bottom . our governor said we maybe locked down prett...
- Sat May 15, 2021 6:20 am
- Forum: Permanent Portfolio Discussion
- Topic: Rebalancing into more LTT
- Replies: 103
- Views: 29322
Re: Rebalancing into more LTT
you do know you dont have to read my comments ... why do you bother ? it makes no sense to read them and complain ... my posts have a lot more informative info then your needless complaining does since you admit to reading what you dont want to read You've posted 3802 times. In every single convers...
- Sat May 15, 2021 5:45 am
- Forum: Permanent Portfolio Discussion
- Topic: Rebalancing into more LTT
- Replies: 103
- Views: 29322
Re: Rebalancing into more LTT
Well you have to do what you see fit and we who think there are better ways going forward will do the same And yet you're still just going to spend hours on this forum grumbling and fussing about 'rising rates' and how you don't think the PP is going to work going forward. The biggest obstacle to f...
- Fri May 14, 2021 7:29 pm
- Forum: Permanent Portfolio Discussion
- Topic: Rebalancing into more LTT
- Replies: 103
- Views: 29322
Re: Rebalancing into more LTT
And yet you're still just going to spend hours on this forum grumbling and fussing about 'rising rates' and how you don't think the PP is going to work going forward.mathjak107 wrote: ↑Fri May 14, 2021 5:55 pm Well you have to do what you see fit and we who think there are better ways going forward will do the same
- Tue May 04, 2021 9:35 am
- Forum: Permanent Portfolio Discussion
- Topic: Permanent Portfolio concept continues to live on
- Replies: 80
- Views: 20405
Re: Permanent Portfolio concept continues to live on
Mathjak, you need some new material. This constant talk of 'PP kryponite' is getting old. I'm a PP investor with a heavy dose of skepticism at the same time, so I don't mind reading about people trying to blow holes in it. I try to blow holes in it too. But I for one am tired of reading the same thi...