Search found 245 matches

by dockinGA
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...
by dockinGA
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...
by dockinGA
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...
by dockinGA
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...
by dockinGA
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...
by dockinGA
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...
by dockinGA
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...
by dockinGA
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?
by dockinGA
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...
by dockinGA
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...
by dockinGA
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...
by dockinGA
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...
by dockinGA
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....
by dockinGA
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...
by dockinGA
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...
by dockinGA
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...
by dockinGA
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...
by dockinGA
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...
by dockinGA
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

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
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.
by dockinGA
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...