Search found 171 matches

by europeanwizard
Sat Aug 15, 2020 4:21 am
Forum: Bonds
Topic: European inflation-linked bonds?
Replies: 6
Views: 4377

Re: European inflation-linked bonds?

And there are indeed TIPS/ IL Bonds for the EU. For example: iShares € Inflation Linked Govt Bond UCITS ETF This is good news to me. The ISIN is IE00B0M62X26 and my broker (DEGIRO) does not charge costs when trading. The underlying assets aren't super great, though. France might be okay, but the re...
by europeanwizard
Sat Aug 08, 2020 3:17 pm
Forum: Gold
Topic: Michael cuggino on gold
Replies: 5
Views: 2335

Re: Michael cuggino on gold

Very interesting, thanks for sharing.

What I find funny, is that people are no longer hide they have gold in their portfolio. For example on Reddit, posters used to be silent about it. No longer so.
by europeanwizard
Thu Aug 06, 2020 2:08 am
Forum: Gold
Topic: I told you to buy because I was selling earlier this year
Replies: 4
Views: 2157

Re: I told you to buy because I was selling earlier this year

That reminds me, I should really rebalance. I've got 25% in cash, 25% in stocks, 25% in bonds and 40% in gold ;)
by europeanwizard
Thu Jul 30, 2020 2:05 pm
Forum: Bonds
Topic: European inflation-linked bonds?
Replies: 6
Views: 4377

Re: European inflation-linked bonds?

Hal wrote:
Thu Jul 30, 2020 10:46 am
Just discovered there are Corporate Inflation Linked Bonds, perhaps that's what is being referred to?
Yeah, good find. That must be what he's referring to.

As for TIPS, we don't have those in the EU, as far as I know. Good graph. They're interesting.
by europeanwizard
Thu Jul 30, 2020 9:08 am
Forum: Bonds
Topic: European inflation-linked bonds?
Replies: 6
Views: 4377

European inflation-linked bonds?

I just read an interview with Russell Napier, a Scotsman who writes about the market for institutional investors: https://themarket.ch/interview/russell-napier-central-banks-have-become-irrelevant-ld.2323 The following bit caught my attention: As an investor, how do I protect myself? European inflat...
by europeanwizard
Mon Jul 27, 2020 12:19 am
Forum: Other Discussions
Topic: "What is your age" poll
Replies: 14
Views: 4311

Re: "What is your age" poll

Curiously even distribution. We seem to have people of all ages here.
by europeanwizard
Sun Jul 26, 2020 1:16 am
Forum: Other Discussions
Topic: AOC's Speech is Ridiculous
Replies: 14
Views: 4278

Re: AOC's Speech is Ridiculous

It's just an insult. You know what you do? You dig your heels in and fire off a clever comeback. You don't cry to the world just because you failed to think of one. That's just your opinion. I've been at the receiving end of an endless stream of cleverly "funny" disguised verbal abuse from a cowork...
by europeanwizard
Sun Jul 26, 2020 1:00 am
Forum: Permanent Portfolio Discussion
Topic: Just for Fun - The Golden Middle
Replies: 28
Views: 9974

Re: Just for Fun - The Golden Middle

SCV = Small Cap Value?
MCB = ?
by europeanwizard
Mon Jul 20, 2020 12:21 am
Forum: Other Discussions
Topic: Forum updates
Replies: 10
Views: 3462

Re: Forum updates

Nice! I, for one, very much appreciate your effort!
by europeanwizard
Sat Jul 11, 2020 1:23 am
Forum: Permanent Portfolio Discussion
Topic: Morningstar LTT & Gold analysis
Replies: 10
Views: 4198

Re: Morningstar LTT & Gold analysis

Bizarre. Maybe I hit my free article limit or something... Here's text versions: https://pastebin.com/tFitph7g https://pastebin.com/ANtsLt0X By the way, I didn't quite get this bit: What surprised me was that gold shares comfortably outgained gold bullion. As illustrated in the initial graph, Fidel...
by europeanwizard
Wed Jul 08, 2020 2:33 am
Forum: Gold
Topic: A Boat I (Gladly) Missed
Replies: 9
Views: 4654

Re: A Boat I (Gladly) Missed

Of all the cryptos, only Bitcoin really has my trust, and only for a single-digit percentage of my variable portfolio. There are interesting coins out there, like Monero, which is 100% focused on privacy. But that's really it (for me, at least). You were wise to decline the offers of this guy.
by europeanwizard
Mon Jun 22, 2020 1:23 am
Forum: Gold
Topic: $20 gold Liberty coin Heads Up!
Replies: 1
Views: 1622

Re: $20 gold Liberty coin Heads Up!

It would be interesting to know how they test these coins for purity. I believe there are several methods and they're not accurate all the time.
by europeanwizard
Tue Jun 09, 2020 3:53 pm
Forum: Bonds
Topic: Illinois Will Be The Poster Case For State Bankruptcy
Replies: 4
Views: 2779

Re: Illinois Will Be The Poster Case For State Bankruptcy

What's weird is that munis aren't unlike European state bonds. Just like an individual European country, an American state can't print themselves more money to get out of a high debt situation.
by europeanwizard
Sat May 30, 2020 4:45 pm
Forum: Permanent Portfolio Discussion
Topic: Tactical / Adjusting Cash Allocation
Replies: 7
Views: 3136

Re: Tactical / Adjusting Cash Allocation

What about owning a house is important to you?
by europeanwizard
Sat May 30, 2020 1:28 am
Forum: Gold
Topic: The Dawning of a Golden Decade
Replies: 14
Views: 5757

Re: The Dawning of a Golden Decade

Memorable quote on page 7: Truth hurts. Maybe not as much as jumping on a bicycle with the seat missing, but it hurts. Inspector Frank Drebin It's not a bone-dry paper, they did their best to keep it readable with a joke in the sideline here and there. This is my first crisis with a lot (for me) of ...
by europeanwizard
Wed May 06, 2020 1:49 am
Forum: Other Discussions
Topic: Warren Buffet goes nuts and exposes the fraud that is the USA
Replies: 2
Views: 1893

Re: Warren Buffet goes nuts and exposes the fraud that is the USA

This is no secret and everybody who buys these treasuries knows this. The US isn't unique in this regard. There are multiple countries for whom the debt-to-GDP ratio is overboard. Here in Europe we have France and Italy. Japan also has gone nuts. It's the reason, as I understand it, why they all lov...
by europeanwizard
Sun May 03, 2020 1:14 am
Forum: Bonds
Topic: He makes LTT’s and the PP in general sound very appealing
Replies: 3
Views: 2410

Re: He makes LTT’s and the PP in general sound very appealing

That scares me a bit. I've got a lot of 7-10 yr. European bonds...
by europeanwizard
Mon Apr 27, 2020 12:22 am
Forum: Permanent Portfolio Discussion
Topic: Simple 4 ETF PP
Replies: 14
Views: 5758

Re: Simple 4 ETF PP

I run it with three ETFs, personally. I have replaced the t-bills part with real cash, meaning a savings account. I don't see anything wrong with that, and I'm surprised that you'd say "only 4 ETFs".

Isn't that the beauty of the PP, its simplicity?
by europeanwizard
Mon Apr 20, 2020 2:53 am
Forum: Other Discussions
Topic: What Does Life Look Like For You Now?
Replies: 95
Views: 27062

Re: What Does Life Look Like For You Now?

I live in one of the European countries that doesn't have a strict quarantine, but has instated a mild lockdown. So weirdly enough, my life hasn't been all that different. I'm a freelancer who was already working out of my own office for half of the week. The other half of the week, I'd occupy a des...
by europeanwizard
Sat Apr 18, 2020 12:25 am
Forum: Cash
Topic: Vanguard and Fidelity Treasury MM funds closed to new investors
Replies: 16
Views: 7167

Re: Vanguard and Fidelity Treasury MM funds closed to new investors

I'm really curious what kind of investor is going there. Does it reflect the "normal" distribution of the market?
by europeanwizard
Thu Apr 16, 2020 12:58 pm
Forum: Other Discussions
Topic: Harry Browne, Computer Buff
Replies: 4
Views: 1798

Re: Harry Browne, Computer Buff

Amazing. Ahead of their time.
by europeanwizard
Wed Apr 15, 2020 12:33 am
Forum: Gold
Topic: A possible solution to the high premiums
Replies: 1
Views: 1198

Re: A possible solution to the high premiums

LOL. I'd missed that one. For those who are like me, and need a bit more explanation:
https://www.explainxkcd.com/wiki/index. ... haven_RHIC
by europeanwizard
Tue Apr 14, 2020 2:12 am
Forum: Other Discussions
Topic: Time to replace Macbook Pro?
Replies: 96
Views: 28488

Re: Time to replace Macbook Pro?

If Mac, I'd steer clear of the 13" MacBook Pro until updated with a better Keyboard (rumors say this year soonish). (no direct experience, but LOTS of online complaints about the keyboard. I do have experience with those keyboards, and I can tell you: it's going to annoy you. If you are going to bu...
by europeanwizard
Sat Apr 11, 2020 7:02 am
Forum: Permanent Portfolio Discussion
Topic: PP article
Replies: 6
Views: 3176

Re: PP article

Not worth posting, really. It's just that if asked, you give the advice to include a little gold to a beginner's portfolio, you're bound to get down votes on Reddit.