Search found 9064 matches
- Wed Apr 28, 2010 3:31 pm
- Forum: Gold
- Topic: Narratives Drift Away
- Replies: 5
- Views: 6635
Narratives Drift Away
I am putting this under Gold simply because the point I am going to make is especially applicable to the gold bug and anti-gold bug camps and the narratives embedded in each. The title "Narratives Drift Away" means that there are at any given point in time many different storylines in the marketplac...
- Wed Apr 28, 2010 10:31 am
- Forum: Gold
- Topic: Gold, History and Diversification
- Replies: 17
- Views: 14596
Re: Gold, History and Diversification
I used to have a dog that was the sweetest, most even-tempered animal you would ever want to meet. He was one of those dogs that is almost human-like in his ability to relate to people. I got him when he was about two years old and he had been in a couple of homes when I got him. The one tick he h...
- Tue Apr 27, 2010 9:53 pm
- Forum: Other Discussions
- Topic: Greece: Going to go bust or not?
- Replies: 16
- Views: 13561
Re: Greece: Going to go bust or not?
The Greek economy generates insufficient surpluses to permit the repayment of their debt under any set of circumstances. Since Greece has no printing press, the debt must be restructured or liquidated. It's just a question of how it's going to happen and whether it will happen sooner or later. Wit...
- Tue Apr 27, 2010 6:25 pm
- Forum: Permanent Portfolio Funds
- Topic: Are the PRPFX holdings audited?
- Replies: 10
- Views: 9902
Re: Are the PRPFX holdings audited?
If I recall correctly, Browne was one of the founders of PRPFX in 1982 and invested some of his money in the fund. Not exactly. Terry Coxon, Browne's collaborator and protege started the fund. I don't know if Browne ever personally invested in the fund. Browne preferred the 4x25% approach, but co...
- Mon Apr 26, 2010 11:00 pm
- Forum: Cash
- Topic: Using I Bonds for Cash
- Replies: 29
- Views: 22979
Re: Using I Bonds for Cash
I think I-bonds are awesome. One of the things they do is instantly expand your tax-deferred space. People will catch on to this one day I am sure. In your view, are there any limits to how far this can be taken? Hypothetically, would you be willing to hold 100% of your cash in I-bonds during th...
- Mon Apr 26, 2010 8:48 pm
- Forum: Cash
- Topic: Using I Bonds for Cash
- Replies: 29
- Views: 22979
Re: Using I Bonds for Cash
MediumTex - Yes - I was referring to I series savings bonds. If it's OK to use them for all or most of the cash component, then it certainly would allow me to "stretch" my annual contributions much further since, as you suggest, I'd probably need most of my available tax deferred space for LT Tre...
- Mon Apr 26, 2010 8:45 pm
- Forum: Bonds
- Topic: Has Anyone Bought Zeros Instead?
- Replies: 3
- Views: 6302
Re: Has Anyone Bought Zeros Instead?
I believe they are about 1.5 times as volatile as similar duration coupon bonds.
I own a little EDV.
I own a little EDV.
- Mon Apr 26, 2010 5:49 pm
- Forum: Cash
- Topic: Using I Bonds for Cash
- Replies: 29
- Views: 22979
Re: Using I Bonds for Cash
Do you mean I series savings bonds or TIPS? I am a big fan of I series savings bonds for the cash piece. I don't like TIPS at all. I don't think there is any magic formula for tax deferred vs. non-tax deferred holdings with respect to keeping some rebalancing powder dry. It probably makes sense (...
- Mon Apr 26, 2010 3:11 pm
- Forum: Variable Portfolio Discussion
- Topic: chicken or egg?
- Replies: 2
- Views: 5121
Re: chicken or egg?
I think that pattern is probably common right now just because fear is still pretty prevalent among investors. As fear begins to wane, however, I imagine that risk appetite will steadily return and the perception of the PP will once again shift from being too risky to being too conservative. The de...
- Mon Apr 26, 2010 12:51 pm
- Forum: Gold
- Topic: goldmoney.com
- Replies: 4
- Views: 7567
Re: goldmoney.com
I don't know anything about this company specifically other that what I see in the ads, but conceptually it strikes me as one of those solutions that is more complicated than the problem. Assuming it is legit I'm not saying it may not be right for some people, it just strikes me as a maze of potenti...
- Mon Apr 26, 2010 10:59 am
- Forum: Cash
- Topic: ETF options for the cash component
- Replies: 7
- Views: 9252
Re: ETF options for the cash component
One just gives you a little longer treasury exposure and more sensitivity to interest rates.
- Mon Apr 26, 2010 10:25 am
- Forum: Cash
- Topic: ETF options for the cash component
- Replies: 7
- Views: 9252
Re: ETF options for the cash component
SHY and SHV
- Mon Apr 26, 2010 12:10 am
- Forum: Permanent Portfolio Discussion
- Topic: Does Permanent Portfolio protect against GDP shrinkage + currency debasement?
- Replies: 7
- Views: 9411
Re: Does PP protect against GDP shrinkage + currency debasement?
I think the short answer is what I have said before--if the U.S. is losing, who is winning?
The U.S. only looks bad until you look everywhere else.
A U.S.-based PP might break down at some point, but until it does I'm not worried about it.
The U.S. only looks bad until you look everywhere else.
A U.S.-based PP might break down at some point, but until it does I'm not worried about it.
- Sun Apr 25, 2010 11:53 pm
- Forum: Permanent Portfolio Discussion
- Topic: Welcome to the discussion forum
- Replies: 11
- Views: 20657
Re: Welcome to the discussion forum
What a nice surprise.
Thanks craig.
Thanks craig.