Search found 1052 matches

by Gosso
Thu Oct 09, 2014 6:50 pm
Forum: Permanent Portfolio Discussion
Topic: 130 Years of 60/40
Replies: 7
Views: 5084

130 Years of 60/40

I wasn't sure where to post this, but I thought it belong along side the PP as a comparison. I've had this data for awhile but thought I'd share it with y'all (it is up to date to the end of 2013).  The first is a 60/40 (60% stocks, 40% 10 years US bonds) adjusted for inflation, with dividends and i...
by Gosso
Thu Oct 09, 2014 5:50 pm
Forum: Stocks
Topic: Stock scream room
Replies: 1438
Views: 645929

Re: Stock scream room

I haven't seen stocks move like this since Shakira's "Hips Don't Lie": https://www.youtube.com/watch?v=DUT5rEU6pqM
by Gosso
Thu Oct 09, 2014 5:46 pm
Forum: Permanent Portfolio Discussion
Topic: Strategies for Compulsive Portfolio Checkers
Replies: 30
Views: 17053

Re: Strategies for Compulsive Portfolio Checkers

Try Fantasy Hockey or Football.  I now waste most of time looking up hockey stats than stock stats.
by Gosso
Thu Oct 09, 2014 5:42 pm
Forum: Gold
Topic: How is Gold Priced?
Replies: 10
Views: 5066

Re: How is Gold Priced?

Gold is priced by how many times Peter Schiff, Marc Faber, Jim Rogers, and Eric Sprott appear on TV in a given month.  :) Try Googling the "silver fix", since there were some rumblings about it when one aspect of it was shutdown a few months back.  I don't think it has much impact for guys like you ...
by Gosso
Thu Oct 09, 2014 5:18 pm
Forum: Other Discussions
Topic: Drinking is healthy
Replies: 28
Views: 16092

Re: Drinking is healthy

I came across this Youtube video and thought I'd post it here:"Why Do I Drink So Much?"(3 minutes)
by Gosso
Thu Oct 09, 2014 5:09 pm
Forum: Other Discussions
Topic: Cold Fusion (E-Cat)
Replies: 53
Views: 16760

Re: Cold Fusion (E-Cat)

Another interesting article on cold fusion: "Cold fusion reactor verified by third-party researchers, seems to have 1 million times the energy density of gasoline" Andrea Rossi’s E-Cat — the device that purports to use cold fusion to generate massive amounts of cheap, green energy – has been verifie...
by Gosso
Sat Sep 20, 2014 10:43 am
Forum: Variable Portfolio Discussion
Topic: Alibaba
Replies: 5
Views: 2676

Re: Alibaba

Alibaba +38% Yahoo -2.7% Wad da Frac? One interpretation is that there were some people who owned Yahoo simply as a proxy for owning Alibaba.  Once they could own the real thing, they got out of the substitute. EDIT: And nice to see you around these parts again, Gosso! I heard some people saying th...
by Gosso
Sat Sep 20, 2014 10:34 am
Forum: Other Discussions
Topic: YouTube Junkie
Replies: 1230
Views: 590152

Re: YouTube Junkie

Mountaineer wrote:
Gosso wrote: The magic of PVC pipes, "Pipe Guy" (10 minutes):

http://youtu.be/-0gED3rn2Tc
Gosso!  Great to see you.  Where have you been?  Missed your posts.

... Mountaineer
Hey Mountaineer!  I was out touring my PVC drum set.  :P
by Gosso
Fri Sep 19, 2014 6:02 pm
Forum: Other Discussions
Topic: YouTube Junkie
Replies: 1230
Views: 590152

Re: YouTube Junkie

The magic of PVC pipes, "Pipe Guy" (10 minutes):

http://youtu.be/-0gED3rn2Tc
by Gosso
Fri Sep 19, 2014 5:54 pm
Forum: Variable Portfolio Discussion
Topic: Alibaba
Replies: 5
Views: 2676

Re: Alibaba

Alibaba +38%
Yahoo -2.7%

Wad da Frac?
by Gosso
Tue Mar 18, 2014 11:31 am
Forum: Bonds
Topic: Reserve Currency
Replies: 4
Views: 2492

Re: Reserve Currency

I wouldn't change anything.  Maybe purchase some stocks from the new reserve country(ies). I don't like the idea of purchasing foreign bonds since the currency fluctuations will make them extremely volatile, and hedging the currency risk is generally expensive and results in large tracking errors.  ...
by Gosso
Mon Mar 17, 2014 10:36 pm
Forum: Bonds
Topic: Canadian Long Bonds (30yr) ... convince me
Replies: 6
Views: 3994

Re: Canadian Long Bonds (30yr) ... convince me

mgtow, The US still has some of the most important and powerful companies in the world, and the companies in the S&P500 derive roughly 50% of the revenue from outside the US.  And lets not forget that holding the S&P500 gives you exposure to the USD, which is still the reserve currency of the world ...
by Gosso
Mon Mar 17, 2014 3:11 pm
Forum: Bonds
Topic: Canadian Long Bonds (30yr) ... convince me
Replies: 6
Views: 3994

Re: Canadian Long Bonds (30yr) ... convince me

I agree with most of your post.  Keep in mind that there is little difference between a barbell (short and long) and bullet (intermediate) bond allocations as long as the overall bond duration is roughly the same.  I personally think most PPers would be less stressed with intermediate bonds, but I d...
by Gosso
Fri Mar 14, 2014 12:46 pm
Forum: Bonds
Topic: Why Hold Long Bonds Now
Replies: 95
Views: 38152

Re: Why Hold Long Bonds Now

Desert, Can you make a case for deflation? Do you think it's a possibility and what do you think would happen? I realize you might not care, and that's fine. If you state you hold bonds for deflation I think you should be able to state there is some possibility of it and how the bonds would help yo...
by Gosso
Wed Mar 12, 2014 12:08 pm
Forum: Permanent Portfolio Discussion
Topic: The thing I like best about PP...
Replies: 37
Views: 13239

Re: The thing I like best about PP...

Berserk in dollar terms. Think in purchasing power terms. The HBPP puts double the purchasing power in government bonds as it does gold, regardless of interest rates and government debt levels. Real interest rates aren't all that far from historic levels.  And if we looked at it after-tax, then we'...
by Gosso
Sun Mar 09, 2014 7:50 am
Forum: Permanent Portfolio Discussion
Topic: Canadian DIY Version of the Permanent Portfolio?
Replies: 20
Views: 14385

Re: Canadian DIY Version of the Permanent Portfolio?

mgtow, I wouldn't use real return bonds, since during a deflation they will return less than their face value.  See HERE .  From what I have read this doesn't apply to US TIPS. I'd also not use a preferred shares ETF, and simply go with a market cap weighted ETF, like XIU. I had never heard of MNT b...
by Gosso
Fri Mar 07, 2014 5:10 pm
Forum: Other Discussions
Topic: Help me get drunk
Replies: 54
Views: 22571

Re: Help me get drunk

PS, The most palatable way to get "a buzz on" that I can think of is to mix peach schnapps with orange juice.  The fruit flavors tend to overwhelm the taste of alcohol.  I'd go 1 part schnapps and 4 parts OJ, which would give you an alcohol content of around 5% (same as beer, assuming the schnapps ...
by Gosso
Fri Mar 07, 2014 12:47 pm
Forum: Other Discussions
Topic: Help me get drunk
Replies: 54
Views: 22571

Re: Help me get drunk

PS, The most palatable way to get "a buzz on" that I can think of is to mix peach schnapps with orange juice.  The fruit flavors tend to overwhelm the taste of alcohol.  I'd go 1 part schnapps and 4 parts OJ, which would give you an alcohol content of around 5% (same as beer, assuming the schnapps i...
by Gosso
Tue Mar 04, 2014 11:39 am
Forum: Permanent Portfolio Discussion
Topic: Stabilize the dollar, crash commodities, bankrupt Russia
Replies: 3
Views: 3619

Re: Stabilize the dollar, crash commodities, bankrupt Russia

The high oil prices of 1980 were not real, and Reagan knew it.  They were being caused by the weakness of the U.S. dollar, which had lost 94% of its value in terms of gold between 1969 and 1980. Isn't this highly misleading.  I mean T-Bills were paying on average 1% above inflation over this period...
by Gosso
Mon Mar 03, 2014 7:30 am
Forum: Permanent Portfolio Discussion
Topic: Real-Life Retiree Investment Returns - Compares PP, 60/40, Bonds only, etc.
Replies: 5
Views: 3631

Re: Real-Life Retiree Investment Returns - Compares PP, 60/40, Bonds only, etc.

This is what my data shows between 1995 and 2014:

[img width=400]http://i57.tinypic.com/2d9ojmo.jpg[/img]
Click to enlarge
by Gosso
Sun Mar 02, 2014 8:47 pm
Forum: Permanent Portfolio Discussion
Topic: Real-Life Retiree Investment Returns - Compares PP, 60/40, Bonds only, etc.
Replies: 5
Views: 3631

Re: Real-Life Retiree Investment Returns - Compares PP, 60/40, Bonds only, etc.

I'd hate to burst anyone's bubble, but there is something funky with the charts in the linked website.  There is no way the PP outperformed a 60/40 between 1995-2000.  My data shows the PP had a real CAGR of 7%, while the 60/40 had a real CAGR of 17%, between Jan 1995 and Dec 1999. I looked quickly ...
by Gosso
Wed Feb 26, 2014 4:12 pm
Forum: Permanent Portfolio Discussion
Topic: Filipiuk's Canadian Permanent Portfolio and my fear of bonds.
Replies: 10
Views: 7879

Re: Filipiuk's Canadian Permanent Portfolio and my fear of bonds.

Gosso, Thank you so much for your response.  Very informative!  This puts my mind more at ease.  Now my only remaining question is entry point.  I have a really good knack at buying stuff that then falls in value soon after  (Nortel, XBB, Barrick,  Gold when it was $1850) I am currently 90% cash, 1...
by Gosso
Tue Feb 25, 2014 4:29 pm
Forum: Other Discussions
Topic: Figuring Out Religion
Replies: 4052
Views: 1386624

Re: Figuring Out Religion

Thanks for the thoughtful responses, Mountaineer, Gosso, and ns3. You've given me a lot of food for thought. Even if Hell is of man's own making--locked from the inside, as C.S. Lewis said--I think this question remains: If a soul is not saved, and it never will be, why keep it around for all etern...
by Gosso
Tue Feb 25, 2014 1:04 pm
Forum: Permanent Portfolio Discussion
Topic: Filipiuk's Canadian Permanent Portfolio and my fear of bonds.
Replies: 10
Views: 7879

Re: Filipiuk's Canadian Permanent Portfolio and my fear of bonds.

I'm not sure about the real return bonds, but as long as they are long-term then it's probably okay, unless you're worried about the Canadian government manipulating the CPI.  Otherwise I'm fine with the rest of that Canadian PP. In 2008 the Canadian dollar tanked by about 20%.  This resulted in the...