Search found 865 matches

by ppnewbie
Tue Mar 21, 2023 10:07 pm
Forum: Gold
Topic: Glint Pay
Replies: 8
Views: 2258

Re: Glint Pay

I think it is available in the US.
by ppnewbie
Tue Mar 21, 2023 8:55 pm
Forum: Gold
Topic: Glint Pay
Replies: 8
Views: 2258

Re: Glint Pay

I have not, but I just recently heard about it on a monetary metals podcast. I am pretty sure I heard that it is not yet a USA product. Ep 56 - Jason Cozens: The Solution to Bank Risk is Gold https://www.youtube.com/watch?v=p_V6famQJiQ I did enjoy listening to the podcast for what it was though. Th...
by ppnewbie
Tue Mar 21, 2023 1:40 am
Forum: Gold
Topic: Glint Pay
Replies: 8
Views: 2258

Glint Pay

Has anyone used Glint. It sounds interesting. It’s a gold based Mastercard.
by ppnewbie
Mon Mar 20, 2023 2:07 am
Forum: Bonds
Topic: When is it time to load up on bonds.
Replies: 40
Views: 42138

Re: When is it time to load up on bonds.

One way to look at it is the entire global monetary system is willing to lend money for thirty years for less than they are willing to lend money for 2 years because many of the market participants may be experiencing a weak economic conditions. Or something like inflation will not go above 4 percen...
by ppnewbie
Wed Mar 15, 2023 10:28 pm
Forum: Bonds
Topic: When is it time to load up on bonds.
Replies: 40
Views: 42138

Re: When is it time to load up on bonds.

ppnewbie wrote: Fri Mar 03, 2023 12:11 pm I've been buying max duration LTT's at the moment. I am going with the thesis that the yield curve inversions are telling us something significant.
I repeat the inverted yield curve is telling us the world may be about to implode.
by ppnewbie
Thu Mar 09, 2023 10:47 am
Forum: Permanent Portfolio Discussion
Topic: Dragon Portfolio
Replies: 23
Views: 10369

Re: Dragon Portfolio

I recall it was closed to retail investors but still open. But…if all the marketing material is gone it may have gone then it could have out of business.
by ppnewbie
Sun Mar 05, 2023 9:10 pm
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 341
Views: 175525

Re: Are most people here sticking with Treasuries?

I highly recommend Jeff Snider’s Eurodollar University podcast where he deep dives into yield curves and the financial and global monetary system.
by ppnewbie
Sun Mar 05, 2023 9:05 pm
Forum: Permanent Portfolio Discussion
Topic: Tim Price discussing the HBPP in the current economy
Replies: 12
Views: 3465

Re: Tim Price discussing the HBPP in the current economy

These are answers to questions I had from Mutiny fund. 1. Our investors get a K-1 every year. 2. Example of a fee structure: our sub-managers charge their own fees. 1.5/15 would be on the high side for one of them and we charge 1/10. That would be a total of 2.5/25 in this example. All returns that ...
by ppnewbie
Sun Mar 05, 2023 8:48 pm
Forum: Permanent Portfolio Discussion
Topic: Tim Price discussing the HBPP in the current economy
Replies: 12
Views: 3465

Re: Tim Price discussing the HBPP in the current economy

Also I think CTA’s zag when other zig, I believe they performed poorly for the last several years when the market essentially averages up in a tight range. But would be happy if someone sanity checked my perception.
by ppnewbie
Fri Mar 03, 2023 12:16 pm
Forum: Gold
Topic: Why do they say gold isn't a hedge against inflation?
Replies: 17
Views: 7241

Re: Why do they say gold isn't a hedge against inflation?

Great reading about gold in a portfolio: https://portfoliocharts.com/2020/08/21/metal-money-and-the-measurable-value-of-gold/ In the article below, you can go do the section "All that glitters is not a good investment" but the whole article is fantastic https://portfoliocharts.com/2021/12/...
by ppnewbie
Fri Mar 03, 2023 12:11 pm
Forum: Bonds
Topic: When is it time to load up on bonds.
Replies: 40
Views: 42138

Re: When is it time to load up on bonds.

I've been buying max duration LTT's at the moment. I am going with the thesis that the yield curve inversions are telling us something significant.
by ppnewbie
Sun Feb 26, 2023 11:40 pm
Forum: Politics
Topic: Fox News
Replies: 38
Views: 11081

Re: Fox News

I find The NY Times to be the equivalent of Fox News these days. In general I rarely pay attention to any big media right or left. I go to sites like zerohedge.
by ppnewbie
Mon Feb 06, 2023 9:52 pm
Forum: Permanent Portfolio Discussion
Topic: The Peter Schiff portfolio: an evolutionary offshoot of the PP
Replies: 100
Views: 30150

Re: The Peter Schiff portfolio: an evolutionary offshoot of the PP

Schiff is entertaining and makes great points and he often uses very simple ideas to get his point across (IMHO) but I wound not give him any money.
by ppnewbie
Sat Feb 04, 2023 11:06 am
Forum: Gold
Topic: Gold goes up
Replies: 5
Views: 1605

Re: Gold goes up

by ppnewbie
Sat Feb 04, 2023 10:58 am
Forum: Gold
Topic: Gold goes up
Replies: 5
Views: 1605

Re: Gold goes up

Thanks @seajay!
by ppnewbie
Fri Feb 03, 2023 11:58 pm
Forum: Gold
Topic: Gold goes up
Replies: 5
Views: 1605

Gold goes up

It’s pretty interesting that it takes $1900 to buy a yellow metal coin today that cost 35 dollars not too long ago. It feels like a safe asset to put in the portfolio.
by ppnewbie
Fri Feb 03, 2023 11:55 pm
Forum: Permanent Portfolio Discussion
Topic: 2022 Returns
Replies: 44
Views: 28365

Re: 2022 Returns

I believe Portfolio Visualizer shows that VTI and VOO track each other very closely.
by ppnewbie
Wed Feb 01, 2023 9:05 pm
Forum: Politics
Topic: Is Zelensky the George Washington of Ukraine?
Replies: 6
Views: 2800

Re: Is Zelensky the George Washington of Ukraine?

He is a puppet.
by ppnewbie
Tue Jan 31, 2023 2:59 pm
Forum: Stocks
Topic: Permanent Broker
Replies: 20
Views: 8284

Re: Permanent Broker

I'm also interested to know what you don't like about the Fido website as I think it's great. I just felt like the site was a little clunky and busy compared to other brokers like Schwab and etrade. But the customer service is excellent. I’m think Fido may be the winner and they have a lot of physi...
by ppnewbie
Sat Jan 28, 2023 11:11 pm
Forum: Gold
Topic: Lower Spreads Versus Greater Divisibility: Which Do You Go For?
Replies: 5
Views: 1988

Re: Lower Spreads Versus Greater Divisibility: Which Do You Go For?

If I can get a low premium I always prefer the smaller amount (1/4 or 1/10) but 1oz coins work as well. Also I love combibars. That’s the best of all worlds.
by ppnewbie
Sat Jan 28, 2023 11:05 pm
Forum: Gold
Topic: Lower Spreads Versus Greater Divisibility: Which Do You Go For?
Replies: 5
Views: 1988

Re: Lower Spreads Versus Greater Divisibility: Which Do You Go For?

Paper gold (low spread gold funds), converted to physical gold after a good year (PP up +8%, physical gold coin spread 4%, convert paper gold to physical gold and count it as a +7% up year. That way it feels like 'other peoples money' covered the spread). For ongoing adjustments (rebalancing), add ...
by ppnewbie
Sat Jan 28, 2023 10:25 pm
Forum: Stocks
Topic: Permanent Broker
Replies: 20
Views: 8284

Re: Permanent Broker

Is it easy to see purchase history IE price paid date of purchase and current price. And are you able to sell specific shares? The reason I ask this is - say they have been buying VTI for 25 30 years and each purchase starts a dividend reinvestment machine of its own. This will become a monster to m...
by ppnewbie
Sat Jan 28, 2023 4:23 pm
Forum: Stocks
Topic: Permanent Broker
Replies: 20
Views: 8284

Permanent Broker

I want to set up a stock account for my kids where we auto purchase and manually purchase mostly stocks mostly VTI and reinvest dividends. I want this to be broker that they can use forever. I’m looking for things like ease of use, customer support, on-site locations, etc, etc… Currently I am thinki...
by ppnewbie
Thu Jan 26, 2023 9:53 pm
Forum: Permanent Portfolio Discussion
Topic: Tim Price discussing the HBPP in the current economy
Replies: 12
Views: 3465

Re: Tim Price discussing the HBPP in the current economy

One big take away for me is that commodity trend following (CTA) is very interesting. One CTA I follow is up 30 percent in the past 12 months. Which I think is a general direction of a lot of the CTA’s.

Basically it seems like they are zigging when a lot of stuff is zagging.