Search found 1317 matches

by boglerdude
Tue May 17, 2022 4:23 pm
Forum: Bonds
Topic: The 20 basis point per year rule-of-thumb
Replies: 18
Views: 4732

Re: The 20 basis point per year rule-of-thumb

If you had to sell a huge chunk of your portfolio in 08-09, would you have been better off with LTTs
by boglerdude
Mon May 16, 2022 6:21 pm
Forum: Bonds
Topic: Intermediate Term Treasuries (instead of cash)
Replies: 8
Views: 1652

Re: Intermediate Term Treasuries (instead of cash)

Let her decide or you'll never hear the end of it =)
by boglerdude
Mon May 16, 2022 4:49 pm
Forum: Variable Portfolio Discussion
Topic: Joypog's regularly changing AA (originally "The Desert Looking Glass Portfolio")
Replies: 48
Views: 8811

Re: The Desert Looking Glass portfolio?

Cool story. Did you buy that portfolio yet =)
by boglerdude
Mon May 16, 2022 4:41 pm
Forum: Bonds
Topic: Intermediate Term Treasuries (instead of cash)
Replies: 8
Views: 1652

Re: Intermediate Term Treasuries (instead of cash)

Cant time the housing market either. Buy when you decide you'll be there long term
by boglerdude
Thu May 12, 2022 4:48 pm
Forum: Politics
Topic: Next up on the planned crisis list
Replies: 77
Views: 15631

Re: Next up on the planned crisis list

The new business model is Bezos et al pay you 40k/year to push narratives
by boglerdude
Thu May 12, 2022 4:30 pm
Forum: Variable Portfolio Discussion
Topic: BTC in the PP
Replies: 239
Views: 125373

Re: BTC in the PP

When the blockchain hype dies it'll settle into being a digital gold. But at what price...
by boglerdude
Tue May 10, 2022 4:11 pm
Forum: Permanent Portfolio Discussion
Topic: Jeffrey Gundlach on PP
Replies: 47
Views: 31360

Re: Jeffrey Gundlach on PP

eh, this is data worth knowing "wellesly income with 40% equities is down just 8,41% ytd compared to the permanent portfolio now minus 10.50%"

Ride isnt over tho
by boglerdude
Tue May 10, 2022 3:47 pm
Forum: Permanent Portfolio Discussion
Topic: School fees in PP?
Replies: 1
Views: 772

Re: School fees in PP?

I said that, in case I need to sell almost everything for medical treatment or other disaster. Your plan is good enough. Look stuff that might give tax breaks for education. iBonds, HSA

https://www.unbiased.co.uk/life/family- ... chool-fees
by boglerdude
Sun May 08, 2022 4:34 pm
Forum: Other Discussions
Topic: YouTube Junkie
Replies: 1231
Views: 647706

Re: YouTube Junkie

https://charlierose.com/videos/31221 Buffett gets a little defensive https://www.youtube.com/watch?v=xguam0TKMw8 Dalio shills a bit for China https://www.youtube.com/watch?v=qLBsSpeTU1A Gates copies Dalio's cute cartoons https://www.youtube.com/watch?v=jzibtVSamrY Nord Stream 2 shut down just as its...
by boglerdude
Tue May 03, 2022 5:07 pm
Forum: Permanent Portfolio Discussion
Topic: Is This a Tight-Money Recession?
Replies: 13
Views: 3585

Re: Is This a Tight-Money Recession?

Tight credit? What are the lending standards. I suppose anyone with a decent idea can get a loan. Speculators need to be reigned in at some point. The Fed now has the power to buy your house through Blackrock if they want to. Maybe they'll let markets fall 20-30% again. It'll be hard to time.
by boglerdude
Tue May 03, 2022 12:08 am
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 5196
Views: 2153452

Re: Coronavirus General Discussion

Saving face is paramount in China, so part of this might be to blame the GDP/real estate collapse on SARS

https://old.reddit.com/r/ChurchOfCOVID/ ... _taken_to/

https://old.reddit.com/r/CoronavirusCir ... t_grandma/
by boglerdude
Mon May 02, 2022 7:29 pm
Forum: Politics
Topic: Media Bias
Replies: 4
Views: 1720

Re: Media Bias

We're not willing to pay for internet NYTimes et al, so it's oligarch funded propaganda now.
by boglerdude
Mon May 02, 2022 7:18 pm
Forum: Stocks
Topic: US / International weight
Replies: 56
Views: 12029

Re: US / International weight

> never recommend this portfolio to anyone less than 50

Unless they have enough saved. Esp combined with a house/downsizing and possible SS/pension.
by boglerdude
Sun May 01, 2022 5:06 pm
Forum: Gold
Topic: Overseas Gold? 2022
Replies: 18
Views: 5238

Overseas Gold? 2022

> Australia, which thru Covid has shown itself to be authoritarian and insane

Not the country of Crocodile Dundees I was told it was. https://texasbulliondepository.gov/

Also consider a rental prop for inflation protection, if you like to stay busy.
by boglerdude
Fri Apr 29, 2022 5:52 pm
Forum: Other Discussions
Topic: BelangP's book out
Replies: 23
Views: 2741

Re: BelangP's book out

https://en.wikipedia.org/wiki/Real_bills_doctrine

What happens when Xi can instantly print money to fund a war and you cant.
by boglerdude
Fri Apr 29, 2022 5:36 pm
Forum: Other Discussions
Topic: good references for estate planning?
Replies: 7
Views: 1083

Re: good references for estate planning?

Ask on Nextdoor for planner recommendations. Keep us updated.
by boglerdude
Fri Apr 29, 2022 5:23 pm
Forum: Permanent Portfolio Discussion
Topic: If The Stock Market Crashes Which Asset Will Save Us?
Replies: 34
Views: 9910

Re: If The Stock Market Crashes Which Asset Will Save Us?

> minimize the chance of a brutal slaughter ala 2008

The PP is the highest yielding emergency fund. I'm in it in case I need to sell almost everything overnight. If you want the best return do what Buffett does, large enough emergency fund and the rest stocks
by boglerdude
Thu Apr 28, 2022 4:57 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1173
Views: 1082190

Re: Putin Invades Ukraine II

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by boglerdude
Thu Apr 28, 2022 4:21 pm
Forum: Stocks
Topic: US / International weight
Replies: 56
Views: 12029

Re: US / International weight

Yes. And if your job is in tech, you could tilt away from tech stocks. Any large basket of stocks is good enough tho.
by boglerdude
Thu Apr 28, 2022 2:32 am
Forum: Other Discussions
Topic: Reasons why I will not be getting injected for the Wuhan
Replies: 1909
Views: 453930

Re: Reasons why I will not be getting injected for the Wuhan

https://idlewords.com/2022/4/my_taipei_quarantine.htm tldr: kamikaze bio-security theater in Taiwan. "African swine fever" The first population the National Socialists subjugated was the Germans. CCP has won and turned China and Taiwan into N Korean police states. Everyone tracked and cont...
by boglerdude
Wed Apr 13, 2022 7:31 pm
Forum: Permanent Portfolio Discussion
Topic: Inflation!
Replies: 13
Views: 2503

Re: Inflation!

Reserve currency. They need to maintain exchange rates.
by boglerdude
Wed Apr 13, 2022 4:41 pm
Forum: Permanent Portfolio Discussion
Topic: Inflation!
Replies: 13
Views: 2503

Re: Inflation!

Skilled, in-demand labor can negotiate higher wages. The public votes for higher minimum wage laws. The way around that, to increase low-skill employment, is inflation