Search found 4658 matches
- 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 ...
- Wed Jun 23, 2021 8:52 pm
- Forum: Bonds
- Topic: Falling yields
- Replies: 36
- Views: 13543
Re: Falling yields
Japan
USA
and lets compare that to 1965- 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.
- 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
- 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
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
- 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.
- 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 ...
- 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.
- 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
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.Hal wrote: ↑Thu May 20, 2021 5:39 pm Crypto diversification video
https://www.youtube.com/watch?v=abhPP_DeRSc
- 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...
- 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%
- 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
https://youtu.be/Zuc2_7MGZ_g
- 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...
- 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...
- 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,...
- 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...
- 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 ...
- 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!!
- Wed May 19, 2021 7:24 am
- Forum: Gold
- Topic: Why isn't gold moving?
- Replies: 69
- Views: 22907
- 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?
- 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
PFIX and SVOL
Rising rates hedge and volatility hedge.
https://www.simplify.us/news-media/sim ... ind-etfs
- 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...
- 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...
- 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...
- 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...