Cynicism mounting, eh? Did the Israel-Hamas conflict help kill aid for Ukraine or was it going to teeter anyway? IMHO - Probably was going to teeter. Trying to fight Russia using the Ukranians as cannon fodder and not getting our hands dirty, probably won't work and eventually politicians will lose...

Thanks!

I listened to the podcast over the Thanksgiving holiday. I pretty much agree with everything he said. And also learned some interesting things about Russia in WW2. And that Lex had a naive childish (IMHO) view of the world. Almost like a “bro” view of global leaders. Hey Bro let’s do a deal. To whic...

Did anyone subsequently move into or move more into crypto since this thread ? With nearly 39,000 views! I thought about red flags. Wash trading Tether is unaudited magic money which buys Bitcoin Thinly traded markets Huge companies with no address ie Binance Very slow transactions A few parties wi...

Since stuper mentioned Mearsheimer (in the Led Fridman thread), I’ll just add this response, a quote from Foreign Affairs John Mearsheimer argues that… In other words, Russia has been playing defense, and Putin is merely pushing back against Western encroachment. He seeks nothing more than security...

Has anyone listened to the latest Lex Friedman podcast with Mearsheimer? I need to find three hours to listen to it.

BTW - In my mind this is a good discussion even though it feels like we are posting at each other. No disrespect to anyone. Especially Vinny and Dualstow!

- What are the odds that what we are doing in Ukraine will have little positive consequences? - What did you think the odds were when the conflict started and the US started intervening? - What are the odds that we are willing to sacrifice as many Ukranian lives as it takes to weaken Putin and Russi...

Also - Vietnam, Afganistan, Iraq and now Ukraine, Israel, Syria. Nothing will be gained from any of this. This is an albatross of debt and distrust for the next generation to bear.

Do people on here really still think having a war over these Russian provinces was a good idea? Was it worth it to "bleed" Russia or whatever? Are you asking if it was a good idea for the west to join the war? Because war was happening. That’s not on Boris Johnson. How I see it. No nato e...

Do people on here really still think having a war over these Russian provinces was a good idea? Was it worth it to "bleed" Russia or whatever? Are you asking if it was a good idea for the west to join the war? Because war was happening. That’s not on Boris Johnson. How I see it. No nato e...

@silentmajority - I think we are in agreement.

Here is a semi un-informed opinion When Russia called the US and its installed puppet on its continued NATO expansion rhetoric, the US should have told the DWTS guy (Zelenskyy) to give up the Donbass and call it a day or Donetsk or whatever he wants if its "within reason". He's called our ...

Non taxable

I want sell some of my SCHO etf that has been reinvesting bond yields. Do I sell the purchases that are making money or do I sell the purchases that are down? Or does it make a difference?

Just listened to Paul Merriman's podcast.

https://podcasts.apple.com/us/podcast/h ... 0631759073

And I will listen to this one next.

https://podcasts.apple.com/us/podcast/1 ... 0633393337

I was actually just thinking that. All of my LTT purchases are in the red. But I do like the 5.088 interest rate.

Its hard to buy something that nobody wants!

Another way to look at it is that with VBR having a P/E around 10 it’s about a 10 percent return (not sure if that is naive). That also seems about as cheap as it will get. As long as they are mostly good companies that’s better than most alternatives. And eventually the stock price will catch up wi...

How about US domestic stocks. I thought in a general inflationary environment they go up as well. That seems to me to be the easiest inflation hedge. And gold seems to be a long term inflation hedge and maybe a chaos hedge.

Thanks!

Gold has a 10 year CAGR of 3.46 percent. It feels like a super tanker moving very slowly (reflecting an inflationary environment).

@boglerdude

Also thanks for the EDV reference. I was buying full duration 30 year bonds because I wanted biggest impact in a deflationary environment and TLT (expensive) are an average of 20 year durations.

With EDV being so cheap and a 25 year average duration it may be an easier choice.

yeah you'll get 4.65 total return back after 25 years its like holding a bond thats always 25 year duration Anybody heard from robert kessler? Seems like he'd be buying https://www.youtube.com/watch?v=y1EKb8dk0vg Just to clarify. You mean I will get 4.65 yield FOR 25 years not “after” 25 years, cor...

That’s an interesting comment about Sales tax in the article. Having to get a refund on the sales tax after the purchase could be a hassle.