Search found 165 matches

by mukramesh
Wed Dec 02, 2020 12:48 pm
Forum: Politics
Topic: Poll: Have You Thought Of Leaving Forum Because Of Politics?
Replies: 52
Views: 11152

Re: Poll: Have You Thought Of Leaving Forum Because Of Politics?

People are banned all the time on Internet forums. I don't think my comment was controversial. I wasn't referring to a specific person that I thought should be banned, so I apologize if it came across that way. Group A wants people to have freedom to choose their actions and take responsibility for...
by mukramesh
Wed Dec 02, 2020 12:20 pm
Forum: Politics
Topic: Poll: Have You Thought Of Leaving Forum Because Of Politics?
Replies: 52
Views: 11152

Re: Poll: Have You Thought Of Leaving Forum Because Of Politics?

People are banned all the time on Internet forums. I don't think my comment was controversial. I wasn't referring to a specific person that I thought should be banned, so I apologize if it came across that way. Group A wants people to have freedom to choose their actions and take responsibility for ...
by mukramesh
Wed Dec 02, 2020 12:03 pm
Forum: Politics
Topic: Poll: Have You Thought Of Leaving Forum Because Of Politics?
Replies: 52
Views: 11152

Re: Poll: Have You Thought Of Leaving Forum Because Of Politics?

To be fair, I agree the Bogleheads forum is ridiculous. I'm not suggesting that. These are not binary choices. It doesn't have to be one or the other. There is a WIDE gap in between the two. I find your statement to be apropos to the political discourse libertarians have with leftists. Whereby libe...
by mukramesh
Wed Dec 02, 2020 11:27 am
Forum: Politics
Topic: I Think This Forum Should Stick To Investing
Replies: 116
Views: 23451

Re: I Think This Forum Should Stick To Investing

I agree the forum is being split in two directions and I vote we get rid of the finance and investing talk and focus on the politics. Politics is interesting and dynamically changing while the PP has been the same for 20+ years. How hard is the permanent portfolio, really? The whole point is that i...
by mukramesh
Wed Dec 02, 2020 11:25 am
Forum: Politics
Topic: I Think This Forum Should Stick To Investing
Replies: 116
Views: 23451

Re: I Think This Forum Should Stick To Investing

if something "somebody posted on the internet" is getting you riled up.. take a minute or a day... consider your reply and avoid feeding the drama.. Yes obviously we can just avoid the discussions related to politics. +1 for personal responsibility. Frankly, I'll probably stick around no matter wha...
by mukramesh
Wed Dec 02, 2020 11:23 am
Forum: Politics
Topic: I Think This Forum Should Stick To Investing
Replies: 116
Views: 23451

Re: I Think This Forum Should Stick To Investing

Maybe the answer is to warn/temporarily-ban/permanently-ban the abrasive people. Or, to chose to not engage with those you believe fall into that category. Fires don't keep going without burning material, correct? I totally agree with you from a personal responsibility perspective! And Libertarian6...
by mukramesh
Wed Dec 02, 2020 11:14 am
Forum: Politics
Topic: I Think This Forum Should Stick To Investing
Replies: 116
Views: 23451

Re: I Think This Forum Should Stick To Investing

Maybe the answer is to warn/temporarily-ban/permanently-ban the abrasive people.
by mukramesh
Wed Dec 02, 2020 10:48 am
Forum: Politics
Topic: I Think This Forum Should Stick To Investing
Replies: 116
Views: 23451

Re: I Think This Forum Should Stick To Investing

if something "somebody posted on the internet" is getting you riled up.. take a minute or a day... consider your reply and avoid feeding the drama.. Yes obviously we can just avoid the discussions related to politics. +1 for personal responsibility. Frankly, I'll probably stick around no matter wha...
by mukramesh
Wed Dec 02, 2020 10:40 am
Forum: Politics
Topic: Poll: Have You Thought Of Leaving Forum Because Of Politics?
Replies: 52
Views: 11152

Re: Poll: Have You Thought Of Leaving Forum Because Of Politics?

buddtholomew wrote:
Wed Dec 02, 2020 9:56 am
I’m grateful this site started around the time I began investing in the PP else I never would have ascribed to the philosophy sifting through all the current threads.
+1
by mukramesh
Wed Dec 02, 2020 10:32 am
Forum: Politics
Topic: I Think This Forum Should Stick To Investing
Replies: 116
Views: 23451

Re: I Think This Forum Should Stick To Investing

The political drama has poisoned this forum. We have lost tons of members because of it. It has put us all at each others throats and divided us into groups. I don't think the politics belongs here. I think that if politics stay, eventually it will be the death of this forum. Absolutely. No one is ...
by mukramesh
Wed Dec 02, 2020 10:27 am
Forum: Politics
Topic: I Think This Forum Should Stick To Investing
Replies: 116
Views: 23451

Re: I Think This Forum Should Stick To Investing

The political drama has poisoned this forum. We have lost tons of members because of it. It has put us all at each others throats and divided us into groups. I don't think the politics belongs here. I think that if politics stay, eventually it will be the death of this forum. Absolutely. No one is ...
by mukramesh
Wed Dec 02, 2020 10:06 am
Forum: Politics
Topic: I Think This Forum Should Stick To Investing
Replies: 116
Views: 23451

Re: I Think This Forum Should Stick To Investing

pmward wrote:
Wed Dec 02, 2020 8:28 am
The political drama has poisoned this forum. We have lost tons of members because of it. It has put us all at each others throats and divided us into groups. I don't think the politics belongs here. I think that if politics stay, eventually it will be the death of this forum.
Absolutely.
by mukramesh
Tue Dec 01, 2020 3:28 pm
Forum: Bonds
Topic: Does it make sense to buy long bonds now?
Replies: 55
Views: 19182

Re: Does it make sense to buy long bonds now?

SomeDude wrote:
Tue Nov 24, 2020 1:04 am

As horrible as Trump has been for debt growth, if he hands the keys over to Kamala I've got to think it will get worse.
Based on what? Democrats finance projects via taxes. Republicans finance projects via debt.
by mukramesh
Fri Sep 04, 2020 10:24 am
Forum: Cash
Topic: Best current options for cash and STT's?
Replies: 38
Views: 14353

Re: Best current options for cash and STT's?

Have you considered buying T-bills in your brokerage account?

I don't think there is any advantage using Treasury Direct for anything other than Savings Bonds (I/EE).
by mukramesh
Sat Aug 29, 2020 1:39 pm
Forum: Variable Portfolio Discussion
Topic: Winkelvoss Capital says Bitcoin is a 10x better inflation hedge than gold
Replies: 48
Views: 15879

Re: Winkelvoss Capital says Bitcoin is a 10x better inflation hedge than gold

Men working to start a bitcoin ETF promote bitcoin. I don't completely dismiss Bitcoin as an upstart alternative currency. But I will say that if the only points in the section "the problem with gold" are asteroids and the third-best Die Hard, then I'm not too worried about gold in my lifetime. I t...
by mukramesh
Fri Aug 28, 2020 1:26 pm
Forum: Permanent Portfolio Discussion
Topic: POLL: How did you overcome the fear of tracking error?
Replies: 62
Views: 15528

Re: POLL: How did you overcome the fear of tracking error?

If I'm understanding you correctly, you're talking as though cash is a fixed variable against which the other three assets move. In recent years, due mostly to zero or near zero interest rate policies, this may indeed have been the case for practical purposes. But in principle, the Permanent Portfo...
by mukramesh
Thu Aug 27, 2020 1:04 pm
Forum: Permanent Portfolio Discussion
Topic: POLL: How did you overcome the fear of tracking error?
Replies: 62
Views: 15528

Re: POLL: How did you overcome the fear of tracking error?

It's all relative. We only care about the 3 major assets being correlated/uncorrelated (stocks, bonds, gold).

How can you measure their correlation to the value of cash when they are measured by cash?
by mukramesh
Thu Aug 27, 2020 12:52 pm
Forum: Permanent Portfolio Discussion
Topic: POLL: How did you overcome the fear of tracking error?
Replies: 62
Views: 15528

Re: POLL: How did you overcome the fear of tracking error?

Well I suppose the act of re-balancing forces you to sell the expensive asset(s) that have run up in price and buy the inexpensive asset(s) that is probably out of favor. Unless of course, all of the assets are moving up together which has happened before, in which case you would not be re-balancin...
by mukramesh
Fri Jul 31, 2020 2:18 pm
Forum: Permanent Portfolio Discussion
Topic: Stay cool...
Replies: 39
Views: 18663

Re: Stay cool...

Hi pp4me, By opportunistic rebalancing, I meant I hit a rebalancing band (15/35) during the crash for stocks on the low side since they crashed so harshly (almost -35%). Completely mechanical but it requires paying attention to your portfolio balances, especially during times of high volatility. No ...
by mukramesh
Fri Jul 31, 2020 12:46 pm
Forum: Permanent Portfolio Discussion
Topic: Stay cool...
Replies: 39
Views: 18663

Re: Stay cool...

Hi Craig! Thank you again for your site and book.
YTD results are even better than shown on ETF Replay due to an opportunistic rebalance during the crash ;D . PP is feeling pretty bulletproof.
by mukramesh
Wed May 06, 2020 3:34 pm
Forum: Bonds
Topic: The Less Pretty Bond Thread
Replies: 58
Views: 17977

Re: The Bond Dream Room

Aren't low rates just the result of asset price inflation -> the same that has been seen in stocks, gold, real estate, etc.? Why should the bond bull market be over but bull markets?
by mukramesh
Tue Mar 31, 2020 3:33 pm
Forum: Other Discussions
Topic: Internet Comments
Replies: 38
Views: 9702

Re: Internet Comments

Cortopassi wrote:
Tue Mar 31, 2020 3:24 pm
I am starting to think moda, Vinny and I are the only left leaning people on this forum anymore... ;)
I'm also left leaning... but I try to stay out of online political discussions.
by mukramesh
Thu Mar 26, 2020 12:36 pm
Forum: Permanent Portfolio Discussion
Topic: My first bear market and I'm sleeping tight
Replies: 9
Views: 3478

Re: My first bear market and I'm sleeping tight

dualstow wrote:
Tue Mar 24, 2020 6:09 pm
It’s like saying “Beetlejuice” 3x O0
:o ::)
by mukramesh
Mon Mar 09, 2020 5:30 pm
Forum: Permanent Portfolio Discussion
Topic: Stay cool...
Replies: 39
Views: 18663

Re: Stay cool...

Thanks CraigR! Very happy to have found your site in 2014.
by mukramesh
Mon Jan 06, 2020 2:19 pm
Forum: Bonds
Topic: WSJ import into Google sheets stopped working
Replies: 16
Views: 17819

Re: WSJ import into Google sheets stopped working

Mark Leavy wrote:
Thu Jan 02, 2020 11:03 pm

My current hack:
Omg I can't believe I didn't realize this. Works for me too. Thanks for the tip.