Search found 4658 matches

by doodle
Wed Jun 23, 2021 9:18 pm
Forum: Bonds
Topic: Falling yields
Replies: 36
Views: 13543

Re: Falling yields

In the US, more people are entering their peak spending/reproducing/earning years But they dont seem to be reproducing...and children are one of the primary reasons driving housing and spending. To me it seems that relative to 60 years ago we have strongly declining demographics. How long it takes ...
by doodle
Wed Jun 23, 2021 8:52 pm
Forum: Bonds
Topic: Falling yields
Replies: 36
Views: 13543

Re: Falling yields

Japan
1200px-USA2020dec1.png
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USA
Japan_population_pyramid_10.01.2019.png
Japan_population_pyramid_10.01.2019.png (127.62 KiB) Viewed 7636 times
and lets compare that to 1965
Population+Pyramid+–+1965+Source_+U.+S..jpg
Population+Pyramid+–+1965+Source_+U.+S..jpg (54.98 KiB) Viewed 7636 times
by doodle
Mon Jun 21, 2021 12:09 pm
Forum: Bonds
Topic: Falling yields
Replies: 36
Views: 13543

Re: Falling yields

People are completely ignoring deflationary headwinds from declining demographics amongst all major economies including China, technology advances, high levels of debt, overextended asset prices, and gridlocked government.
by doodle
Mon Jun 21, 2021 12:14 am
Forum: Bonds
Topic: Falling yields
Replies: 36
Views: 13543

Re: Falling yields

The inflation hysteria got out of control
by doodle
Thu Jun 17, 2021 7:29 am
Forum: Other Discussions
Topic: The Rise of the City State
Replies: 3
Views: 1461

The Rise of the City State

Take heart libertarians...this might have legs.

https://www.google.com/amp/s/aeon.co/a ... -upon-usp

Nation-states came late to history, and there’s plenty of evidence to suggest they won’t make it to the end of the century
by doodle
Wed Jun 09, 2021 7:10 pm
Forum: Bonds
Topic: Falling yields
Replies: 36
Views: 13543

Falling yields

Fed talking about tapering, everyone freaking out about inflation but the bond market shrugs it off and yields continue to drop...hmmm, almost as if maybe this whole inflation thing has been overblown again.
by doodle
Mon May 31, 2021 8:48 am
Forum: Variable Portfolio Discussion
Topic: I think it’s time to move into crypto
Replies: 160
Views: 84240

Re: I think it’s time to move into crypto

So as I have been playing around in the crypto space I am starting to be less and less impressed. Speeds are just not competitive with banking system...and it's wonkiness is terryfying at times. Sending substantial sums of money that doesn't arrive for a half hour with no one to call or recourse at ...
by doodle
Sun May 23, 2021 2:57 pm
Forum: Variable Portfolio Discussion
Topic: Crypto convert
Replies: 12
Views: 4874

Re: Crypto convert

Not thrilled with coinbase. They really need to start investing some of their billions in a better platform. Interface wise it is not impressive at all.
by doodle
Sun May 23, 2021 2:17 pm
Forum: Variable Portfolio Discussion
Topic: I think it’s time to move into crypto
Replies: 160
Views: 84240

Re: I think it’s time to move into crypto

Hal wrote: Thu May 20, 2021 5:39 pm Crypto diversification video

https://www.youtube.com/watch?v=abhPP_DeRSc
Crypto doesn't protect you either...as someone pointing a gun at your head could very easily convince you to send funds to another address.
by doodle
Sun May 23, 2021 1:58 pm
Forum: Other Discussions
Topic: Attention, Doodle!
Replies: 7
Views: 2127

Re: Attention, Doodle!

Imagine being a Chinese factory worker, saving 50% of your paltry wages in Treasuries, only to see your loans to the US government being doled out to loafs so that they can buy the stuff that you make at Wal Mart. And Trump had the sheer audacity to say it was the CHINESE who were manipulating thei...
by doodle
Sun May 23, 2021 1:52 pm
Forum: Variable Portfolio Discussion
Topic: Crypto convert
Replies: 12
Views: 4874

Re: Crypto convert

Btw...if you were thinking of dabbling in this space...now wouldn't be the worst time as everything has basically collapsed 50%
by doodle
Sun May 23, 2021 1:38 pm
Forum: Variable Portfolio Discussion
Topic: Crypto convert
Replies: 12
Views: 4874

Re: Crypto convert

Here is a 15 minute lecture that explains it better than I could ...the potential is definitely real. That said, most altcoin are shit. Just schemes to make a quick buck with no serious potential



https://youtu.be/Zuc2_7MGZ_g
by doodle
Sun May 23, 2021 11:59 am
Forum: Other Discussions
Topic: Attention, Doodle!
Replies: 7
Views: 2127

Re: Attention, Doodle!

I do think maybe this unemployment insurance has given people the means to negotiate more effectively for wage increases...which I have advocated for as an alternative to government intervention. LOL, except this is 100% government intervention, albeit unintentional. Sure, that's because individual...
by doodle
Sun May 23, 2021 9:19 am
Forum: Variable Portfolio Discussion
Topic: Crypto convert
Replies: 12
Views: 4874

Crypto convert

Ok, so after months of listening to crypto lectures and playing around with different platforms I've been converted. I see the groundbreaking and revolutionary promises this technology can bring to our lives. I'll add however, that besides an alternative store of value, bitcoin is pretty useless and...
by doodle
Sun May 23, 2021 9:14 am
Forum: Other Discussions
Topic: Attention, Doodle!
Replies: 7
Views: 2127

Re: Attention, Doodle!

Yeah, I'm in agreement that unemployment insurance right now is unessecary and should end...same with this eviction moratorium. There are plenty of jobs out there. I've lived in three states since the pandemic started and found jobs and worked in all of them within a few days of arriving. That said,...
by doodle
Fri May 21, 2021 10:48 pm
Forum: Politics
Topic: YouTuber running for CA Governor
Replies: 1
Views: 1862

YouTuber running for CA Governor

Meet Kevin running for CA Governor. This kid has a lot of fire and a huge online presence. He might be an underdog but honestly I think Californians are so fed up with what's happening in their state he might actually have a shot. No idea what party he is running under...Although definitely pro busi...
by doodle
Thu May 20, 2021 9:45 pm
Forum: Permanent Portfolio Discussion
Topic: Rebalancing into more LTT
Replies: 103
Views: 29078

Re: Rebalancing into more LTT

Most recent David Rosenberg interview...for those interested in listening to intelligent counterpoint to the current consensus inflationary viewpoint. Is this man just an idiot? Or perhaps the markets latest obsession is simply smoke and mirrors.. https://youtu.be/7VTHEAkCxq4 Interview starts at 11 ...
by doodle
Wed May 19, 2021 9:17 am
Forum: Gold
Topic: Why isn't gold moving?
Replies: 69
Views: 22907

Re: Why isn't gold moving?

The "experts" also include people like warren buffet poo pooing long bonds. Anyone experienced investor who still listens to an expert thinking they have some ability to predict future ought to have their head examined. Nobody knows!!
by doodle
Wed May 19, 2021 7:24 am
Forum: Gold
Topic: Why isn't gold moving?
Replies: 69
Views: 22907

Re: Why isn't gold moving?

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by doodle
Tue May 18, 2021 7:42 am
Forum: Gold
Topic: Post gold standard data
Replies: 22
Views: 6538

Post gold standard data

Is this really accurate?
hhEyOouLK_Ph_YMn5hbopwc_f4tQ3RxF2l5e0i06JM4.jpg
hhEyOouLK_Ph_YMn5hbopwc_f4tQ3RxF2l5e0i06JM4.jpg (40.11 KiB) Viewed 6538 times
by doodle
Sat May 15, 2021 10:51 pm
Forum: Permanent Portfolio Discussion
Topic: Rebalancing into more LTT
Replies: 103
Views: 29078

Re: Rebalancing into more LTT

A couple interesting new funds from simplify asset management that address some people's concerns here.

PFIX and SVOL

Rising rates hedge and volatility hedge.



https://www.simplify.us/news-media/sim ... ind-etfs
by doodle
Sat May 15, 2021 10:19 am
Forum: Variable Portfolio Discussion
Topic: mathjak's daytrading adventures
Replies: 1195
Views: 263205

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 doodle
Sat May 15, 2021 8:39 am
Forum: Permanent Portfolio Discussion
Topic: Rebalancing into more LTT
Replies: 103
Views: 29078

Re: Rebalancing into more LTT

If I was a stock bug I wouldn’t be 25-40% equities. You have mentioned time and again that anyone not needing to draw on retirement funds for 10 years should be 100 percent stocks. That is recency bias. And yes, the PP because of its focus on economic states will naturally fall towards one of those...
by doodle
Sat May 15, 2021 8:02 am
Forum: Permanent Portfolio Discussion
Topic: Rebalancing into more LTT
Replies: 103
Views: 29078

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 doodle
Sat May 15, 2021 7:12 am
Forum: Permanent Portfolio Discussion
Topic: Rebalancing into more LTT
Replies: 103
Views: 29078

Re: Rebalancing into more LTT

The financial experts and mainstream financial pundits have been talking about rising rates and rampant inflation for well over a decade. So far it's failed to materialize. I understand that it feels like we are going to finally be headed into that environment at long last...I get that feeling as we...