Search found 2815 matches
- Sun Mar 01, 2015 8:31 am
- Forum: Other Discussions
- Topic: Walmart wages
- Replies: 10
- Views: 7265
Re: Walmart wages
I think WM is raising wages because they know they have a serious problem with their stores part of which is a result of employees who don't really care and it is showing up in sales and bottom of the barrel customer shopping experience ratings. In short, competition. On a personal note, I was quite...
- Sun Mar 01, 2015 8:15 am
- Forum: Gold
- Topic: Seeking Alpha Article - Academic Literature Review
- Replies: 1
- Views: 1399
Seeking Alpha Article - Academic Literature Review
There is a good article at SA this morning...Investments in Gold: An Academic Research Review
- Sat Feb 28, 2015 6:00 pm
- Forum: Variable Portfolio Discussion
- Topic: 20% annual returns over 40 years...interested?
- Replies: 571
- Views: 329723
Re: 20% annual returns over 40 years...interested?
Through Feb performance
3xPP: 5.22/-9.12dd
1xPP: 2.02/-2.87dd
3x w/ XIV Twist: 4.48/-8.22dd
February wasn't as fun as January was. A good example of bad decay as well.
3xPP: 5.22/-9.12dd
1xPP: 2.02/-2.87dd
3x w/ XIV Twist: 4.48/-8.22dd
February wasn't as fun as January was. A good example of bad decay as well.
- Sat Feb 28, 2015 8:38 am
- Forum: Other Discussions
- Topic: Harry Browne in Playboy's Book Club - circa 1975
- Replies: 8
- Views: 5032
Re: Harry Browne in Playboy's Book Club - circa 1975
You can always count on The Simpsons for quotable stuff: Homer: "Yeah, um, give me one of those porno magazines, a large box of condoms, a bottle of Old Harper, a box of panty shields... and some illegal fireworks... and one of those disposable enemas. You know what? Make it two." Marge: "Whatever ...
- Sat Feb 28, 2015 8:30 am
- Forum: Other Discussions
- Topic: ISIS burns 45 more to death in Iraq
- Replies: 42
- Views: 13745
Re: ISIS burns 45 more to death in Iraq
A lot of this conversation was very 1 or 0 in the approach. There are many approaches short of doing nothing and total annihilation that will help. Doing nothing I think is dangerous for the US and nothing than observing ISIS' actions and propaganda should make that clear. Personally I think Obama h...
- Sun Feb 22, 2015 11:59 am
- Forum: Gold
- Topic: What Drives Gold
- Replies: 15
- Views: 10798
What Drives Gold
Apologies if posted previously... Gold’s relationship with US real rates is not linear and is changing. A high US real rate environment has not been friendly to gold investment demand, but other factors, including the US dollar and emerging market demand, can wield significant influence. Conclusion ...
- Fri Feb 20, 2015 8:28 pm
- Forum: Gold
- Topic: Recovering GoldBug
- Replies: 10
- Views: 6594
Re: Recovering GoldBug
You bought a portfolio...read The definition of a financial portfolio. If you're going to look at anything just look at the bottom line.
- Wed Feb 18, 2015 9:51 pm
- Forum: Variable Portfolio Discussion
- Topic: 20% annual returns over 40 years...interested?
- Replies: 571
- Views: 329723
Re: 20% annual returns over 40 years...interested?
Too late, I cursed it first :-)
- Wed Feb 18, 2015 10:27 am
- Forum: Gold
- Topic: Adaptive gold allocation rule
- Replies: 55
- Views: 25676
Re: Adaptive gold allocation rule
I think there may be some value in a timing mechanism between LTTs and bonds, by PP definition they are polar opposites. Why hold both at the same time (notionally)? I also like MGs thoughts of LTTs, $ and gold as forms of cash as well. Perhaps increase cash above 25% and time the other two. Moment...
- Mon Feb 16, 2015 3:10 pm
- Forum: Gold
- Topic: Adaptive gold allocation rule
- Replies: 55
- Views: 25676
Re: Adaptive gold allocation rule
I think there may be some value in a timing mechanism between LTTs and bonds, by PP definition they are polar opposites. Why hold both at the same time (notionally)? I also like MGs thoughts of LTTs, $ and gold as forms of cash as well. Perhaps increase cash above 25% and time the other two. Momentu...
- Fri Feb 13, 2015 6:30 pm
- Forum: Gold
- Topic: Adaptive gold allocation rule
- Replies: 55
- Views: 25676
Re: Adaptive gold allocation rule
Anyone that has back tested moving averages can tell you they are deceptive...
- Fri Feb 13, 2015 5:24 pm
- Forum: Variable Portfolio Discussion
- Topic: 20% annual returns over 40 years...interested?
- Replies: 571
- Views: 329723
Re: 20% annual returns over 40 years...interested?
The second is what I post, the first is what I do.
- Fri Feb 13, 2015 12:53 pm
- Forum: Variable Portfolio Discussion
- Topic: 0.88 Sharpe (last 35 yrs)
- Replies: 26
- Views: 20085
Re: 0.88 Sharpe (last 35 yrs)
I think they do a pretty good job of data mining but kill many canaries along the way. :-)
I do like the premise of some type of momentum wrap around a PP core though where the momentum leaders get extra weighting.
I do like the premise of some type of momentum wrap around a PP core though where the momentum leaders get extra weighting.
- Thu Feb 12, 2015 9:32 pm
- Forum: Variable Portfolio Discussion
- Topic: 0.88 Sharpe (last 35 yrs)
- Replies: 26
- Views: 20085
Re: 0.88 Sharpe (last 35 yrs)
There are variations on this as well. For example, you could have a core PP of say 15 or 20% per asset and then use momentum to over and underweight. Have you made any progress on backtesting this yet? Still on the backburner over here. No. Here is something to chew on. http://www.logical-invest.c...
- Wed Feb 11, 2015 8:24 pm
- Forum: Variable Portfolio Discussion
- Topic: 0.88 Sharpe (last 35 yrs)
- Replies: 26
- Views: 20085
Re: 0.88 Sharpe (last 35 yrs)
There are variations on this as well. For example, you could have a core PP of say 15 or 20% per asset and then use momentum to over and underweight.
- Sat Feb 07, 2015 10:54 am
- Forum: Other Discussions
- Topic: Captured Pilot Burned Alive by ISIS
- Replies: 103
- Views: 35821
Re: Captured Pilot Burned Alive by ISIS
They kidnapped her about 18 months ago. I doubt that she met her demise in the fashion that they announced, if at all. Why would they suddenly turn down the opportunity to terrorize the world yet again with her gruesome torture or execution? Sometimes a spade is just a spade. I'm still pretty amaz...
- Sat Feb 07, 2015 10:23 am
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3689
- Views: 1659186
Re: The GOLD scream room
I understand that you are pleased with your portfolio over all. I am somewhat less pleased, but maybe that's just because I'm generally a complainer. However perspective doesn't fit with the idea that this is a buying opportunity for gold. If you don't know where gold is going, and won't guess, t...
- Thu Feb 05, 2015 9:29 pm
- Forum: Other Discussions
- Topic: Why Your Workout Should Be High-Intensity
- Replies: 36
- Views: 14476
- Thu Feb 05, 2015 9:19 pm
- Forum: Other Discussions
- Topic: Captured Pilot Burned Alive by ISIS
- Replies: 103
- Views: 35821
Re: Captured Pilot Burned Alive by ISIS
Please don't say the reason why the Middle East is a basket case is because of the U.S. It fully demonstrates one's ignorance of what is happening over there. The only people who believe that are Americans watching US/European journalists being played by the locals who know that if you want to "get ...
- Wed Feb 04, 2015 7:09 pm
- Forum: Other Discussions
- Topic: The Best Super Bowl Ever?
- Replies: 16
- Views: 4192
Re: The Best Super Bowl Ever?
Too funny I used this exact quote in a Facebook post.madbean wrote: If so, I guess he learned the hard way that the football god giveth and the football god also taketh away.
- Wed Feb 04, 2015 7:03 pm
- Forum: Other Discussions
- Topic: Why Your Workout Should Be High-Intensity
- Replies: 36
- Views: 14476
Re: Why Your Workout Should Be High-Intensity
I've been hearing a lot about this lately...do they define high intensity?
- Wed Feb 04, 2015 7:01 pm
- Forum: Other Discussions
- Topic: Captured Pilot Burned Alive by ISIS
- Replies: 103
- Views: 35821
Re: Captured Pilot Burned Alive by ISIS
War is at its best barbarism. - William Tecumseh Sherman
War is the remedy that our enemies have chosen, and I say let us give them all they want. - William Tecumseh Sherman
War is the remedy that our enemies have chosen, and I say let us give them all they want. - William Tecumseh Sherman
- Tue Feb 03, 2015 8:12 pm
- Forum: Other Discussions
- Topic: Prudential Screws Over Veterans
- Replies: 9
- Views: 2488
Re: Prudential Screws Over Veterans
Legal maybe, sleazy beyond belief. Despicable if the circumstance was a young 18-19 year old widow with no financial knowledge. I think a simple change is if an insurance company is going to compete for this contract the government should simply put in the contract that the company when issuing the ...
- Tue Feb 03, 2015 8:01 pm
- Forum: Other Discussions
- Topic: The Best Super Bowl Ever?
- Replies: 16
- Views: 4192
Re: The Best Super Bowl Ever?
I'm going to channel the inner Greco-Roman in me and say the game was a play thing of the Gods of Football. Proof. Fact 1: A miraculous late game catch after what was looking like the certain defeat of the Seahawks Fact 2: yet, the last moment victory is cruelly snatched away by an unknown who claim...
- Tue Feb 03, 2015 7:51 pm
- Forum: Variable Portfolio Discussion
- Topic: 20% annual returns over 40 years...interested?
- Replies: 571
- Views: 329723
Re: 20% annual returns over 40 years...interested?
Most people don't use their VP to protect against SHTF. This approach definitely belongs in your VP. Indeed, I agree. I will however throw out a couple of thoughts. Gold, US-Ts and the S&P 500 are about as bedrock as you can get for financial instruments. Swaps on them, short of Armageddon, are li...