Search found 2815 matches

by Kbg
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...
by Kbg
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
by Kbg
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. ;)
by Kbg
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 ...
by Kbg
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...
by Kbg
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 ...
by Kbg
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.
by Kbg
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 :-)
by Kbg
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...
by Kbg
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...
by Kbg
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...
by Kbg
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.
by Kbg
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.
by Kbg
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...
by Kbg
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.
by Kbg
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...
by Kbg
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...
by Kbg
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 ...
by Kbg
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?

madbean wrote: If so, I guess he learned the hard way that the football god giveth and the football god also taketh away.
Too funny I used this exact quote in a Facebook post.
by Kbg
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?
by Kbg
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
by Kbg
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 ...
by Kbg
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...
by Kbg
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...