Search found 2815 matches
- Tue Oct 25, 2022 11:04 am
- Forum: Bonds
- Topic: A viable alternative to the PP - or any other conservative portfolio?
- Replies: 8
- Views: 1702
Re: A viable alternative to the PP - or any other conservative portfolio?
It indeed is now. There's some discussion over at BH on implementation details if you want to dig deeper.
- Tue Oct 25, 2022 11:01 am
- Forum: Permanent Portfolio Discussion
- Topic: Non-ESG ETFs
- Replies: 53
- Views: 37536
Re: Non-ESG ETFs
Yep, more money in your pocket less in the managers.dopplerdave wrote: ↑Mon Oct 24, 2022 5:52 pmWhat is interesting is that in every case, the expense ratio was significantly lower than I was paying with BlackRock. So it was well worth the exercise of looking for alternatives even if you are not concerned about their ESG motivations.
- Mon Oct 24, 2022 1:30 pm
- Forum: Politics
- Topic: Next up on the planned crisis list
- Replies: 77
- Views: 14382
Re: Next up on the planned crisis list
@joypog is talking about the recently ousted British Prime Minister. I believe it was the shorted tenure in British history. Also it’s interesting to watch everyone freak out in Europe about skyrocketing prices of fuel etc, etc… When this could be forseen at the beginning of the NATO response to Ru...
- Mon Oct 24, 2022 9:23 am
- Forum: Other Discussions
- Topic: Finance Books for Free
- Replies: 17
- Views: 3343
Re: Finance Books for Free
Is the Charles Schwab book a good one? First I've heard of it.
- Mon Oct 24, 2022 9:22 am
- Forum: Other Discussions
- Topic: Daily "Check In" Thread For Us
- Replies: 2246
- Views: 1147151
Re: Daily "Check In" Thread For Us
Very tasty and slightly more healthy...
Sausage and egg McMuffin...no cheese, no butter. Make sure you get a couple of hot picante to put some flavor back in it.
Sausage and egg McMuffin...no cheese, no butter. Make sure you get a couple of hot picante to put some flavor back in it.
- Mon Oct 24, 2022 9:16 am
- Forum: Politics
- Topic: The Fourth Branch of Government
- Replies: 42
- Views: 9244
Re: The Fourth Branch of Government
But you said that Trump’s Deep State team (with nobody on it, apparently) was now 0-2. Based on your link, that would refer to the Durham investigation. Were you referring to something else? Because I’m not sure Durham or Barr were on Trump’s team at all. It’s possible that they were more concerned...
- Mon Oct 24, 2022 9:01 am
- Forum: Politics
- Topic: Next up on the planned crisis list
- Replies: 77
- Views: 14382
- Mon Oct 24, 2022 9:00 am
- Forum: Politics
- Topic: Mosler on current inflation...the MMT response
- Replies: 6
- Views: 2229
Re: Mosler on current inflation...the MMT response
+1 to everything PS wrote. Monetary policy has an effect, but it is nowhere near as strong as reality. And, we have a lot of "reality bites" things going on. My take is we are going to see inflation begin to taper off a bit. Some fundamentals (particularly housing) have nosed over and are heading so...
- Sun Oct 23, 2022 7:51 pm
- Forum: Cash
- Topic: Cash as an inflation hedge
- Replies: 8
- Views: 2839
Re: Cash as an inflation hedge
So, while I like the certainty of knowing what I am going to get in nominal dollars with my shorter maturity Bills, it's at least somewhat likely that that 4.64% yield on the 20-year could be seen as a great deal over the life of the bond. This is just a mental exercise for me at the moment but I'd...
- Sun Oct 23, 2022 7:19 pm
- Forum: Permanent Portfolio Discussion
- Topic: This is the best time in 45 years to invest in the Permanent Portfolio
- Replies: 30
- Views: 12339
Re: This is the best time in 45 years to invest in the Permanent Portfolio
Whoa, Och is back. Good to see you.
- Sat Oct 22, 2022 10:31 pm
- Forum: Permanent Portfolio Discussion
- Topic: Non-ESG ETFs
- Replies: 53
- Views: 37536
Re: Non-ESG ETFs
Hmmm…be a greedy capitalist with your money. Buy the lowest cost etf and support some anti esg charity organization instead. Likely far more effective.
- Wed Oct 19, 2022 3:13 pm
- Forum: Cash
- Topic: Cash as an inflation hedge
- Replies: 8
- Views: 2839
Re: Cash as an inflation hedge
Personally I am laddering treasuries at 3, 6, 9 & 12 months. That has worked well, I guess, though I am (obviously) always behind the curve. Will wait a bit longer before extending those maturities. I think going anywhere out to where the yield curve begins to dip the wrong way (IIRC around the 3 y...
- Wed Oct 19, 2022 9:55 am
- Forum: Politics
- Topic: The Fourth Branch of Government
- Replies: 42
- Views: 9244
Re: The Fourth Branch of Government
Who do you think is on “Trump’s Deep State Team”? Should we just casually dismiss the FBI’s transgressions? Nobody now, but rest assured the deep state's actions are driven by the politicos not the peons. If one hates the deep state and think it's a Democrat only thing I laugh heartily in your face...
- Wed Oct 19, 2022 9:43 am
- Forum: Cash
- Topic: Cash as an inflation hedge
- Replies: 8
- Views: 2839
Re: Cash as an inflation hedge
I think it's important to realize we have two things going on now. 1, the continued run down off of debt purchases and 2, active and historically extremely large fed fund rate increases. Unrelenting .75% a step is a pretty steep path and I think the Fed is quite serious that they are going to do wha...
- Tue Oct 18, 2022 5:31 pm
- Forum: Politics
- Topic: The Fourth Branch of Government
- Replies: 42
- Views: 9244
Re: The Fourth Branch of Government
Trump's Deep State team not doing so well where things like facts and evidence matter. https://www.bbc.com/news/world-us-canada-63305382 0 for 2. Waiting for the right wing outrage on behalf of Mr. Danchenko. For sure though...2015-2017 were not good years for the FBI. As I've said many times on thi...
- Tue Oct 18, 2022 5:20 pm
- Forum: Other Discussions
- Topic: Daily "Check In" Thread For Us
- Replies: 2246
- Views: 1147151
Re: Daily "Check In" Thread For Us
Wow, that's some serious reading. Hat tip your way Mr. Vnatale.
- Tue Oct 18, 2022 4:53 pm
- Forum: Cash
- Topic: I-bonds from tax refund
- Replies: 37
- Views: 9397
Re: I-bonds from tax refund
jhogue, you may have saved the day! I went back to the e-mail I received from Treasury Direct after creating the account, and the first digit of the account number was actually a letter. My eyes are so bad these days! Let's see if that makes a difference! It should work. I bought some st bills just...
- Tue Oct 18, 2022 4:46 pm
- Forum: Permanent Portfolio Discussion
- Topic: Doug Casey's honorable mention of the PP
- Replies: 2
- Views: 1239
- Fri Oct 14, 2022 11:38 pm
- Forum: Other Discussions
- Topic: Daily "Check In" Thread For Us
- Replies: 2246
- Views: 1147151
Re: Daily "Check In" Thread For Us
+1 on the congratulations!
- Fri Oct 14, 2022 9:55 am
- Forum: Permanent Portfolio Discussion
- Topic: Are most people here sticking with Treasuries?
- Replies: 341
- Views: 140610
Re: Are most people here sticking with Treasuries?
Just pointing out that an 18% drop in a year is not unprecedented for the PP. I don't believe the yearly data show it as it's only happened intra-year so far. Fingers crossed that happens this time too. When has it happened before? I'm using daily data for all four assets going back to 1972... The ...
- Fri Oct 14, 2022 8:17 am
- Forum: Permanent Portfolio Discussion
- Topic: Optimisation - A waste of time?
- Replies: 3
- Views: 1403
Re: Optimisation - A waste of time?
The fundamental problem with optimization is that it is a view of the historical past and highly dependent on starting and end dates. Do the same studies and try a couple of alternatives. Do a rolling 10 year optimization (take 10 year chunks and run the optimization 1972-1981, 82-91 etc.) Do a move...
- Thu Oct 13, 2022 11:01 am
- Forum: Other Discussions
- Topic: Coronavirus General Discussion
- Replies: 5196
- Views: 1776026
Re: Coronavirus General Discussion
Will we not still get colds and be sick in the same ways we did pre-Covid? IDK, zero expertise. I have read a couple of articles (sort of skimmed them really) that suggest the Covid virus is intermingling with other flu viruses and changing them. (This shouldn't be surprising as that is what viruse...
- Thu Oct 13, 2022 10:58 am
- Forum: Other Discussions
- Topic: "Here’s Why I Took Cash Out of The Bank"
- Replies: 4
- Views: 588
Re: "Here’s Why I Took Cash Out of The Bank"
Looks like he is a prepper kind of person...which is completely ok in my view. There's a downside to that approach on life in terms of opportunity costs, but if what you assume comes true then the tradeoff was probably a good one.
- Thu Oct 13, 2022 10:53 am
- Forum: Politics
- Topic: Putin Invades Ukraine II
- Replies: 1159
- Views: 826652
Re: Putin Invades Ukraine II
Well, well, well. It seems that the "true believers" of the democratic party are finally figuring out who their party really is. And it's an awesome thing to behold. https://twitter.com/i/status/1580364662419312641 Apparently the guy has read zero about what's going on on the ground. You'll never s...
- Thu Oct 13, 2022 10:45 am
- Forum: Permanent Portfolio Discussion
- Topic: Are most people here sticking with Treasuries?
- Replies: 341
- Views: 140610
Re: Are most people here sticking with Treasuries?
Just pointing out that an 18% drop in a year is not unprecedented for the PP. I don't believe the yearly data show it as it's only happened intra-year so far. Fingers crossed that happens this time too. When has it happened before? This is the worst ever drawdown for the PP according to PV and like...