Search found 2336 matches

by AdamA
Fri Nov 13, 2015 11:37 am
Forum: Permanent Portfolio Discussion
Topic: The permanent portfolio is not for me
Replies: 24
Views: 10872

Re: The permanent portfolio is not for me

I hope you keep posting anyway.

Lordmetroid is the best screen name ever.
by AdamA
Fri Nov 13, 2015 11:34 am
Forum: Gold
Topic: Sprott Intends to Make Exchange Offers for Central GoldTrust and Silver Bullion
Replies: 192
Views: 98561

Re: Sprott Intends to Make Exchange Offers for Central GoldTrust and Silver Bullion

I'm going to start mailing all of the notices I get in the mail back to Sprott.

They will have to hire hundreds of new employees to manage this volume of mail.
by AdamA
Fri Nov 06, 2015 7:07 pm
Forum: Permanent Portfolio Discussion
Topic: The PP Interviews
Replies: 31
Views: 15222

Re: The PP Interviews

I'm looking forward to hearing it. I would be curious to know what MT's thoughts are on the need to potentially diversify the PP a bit more with some allocation to non-US stocks/bonds, as has been discussed recently in the forum. Although I find the topic interesting to discuss, I remain unconvinced.
by AdamA
Sat Oct 24, 2015 8:44 am
Forum: Other Discussions
Topic: Oh yah, Fargo's back and other good tv eh
Replies: 13
Views: 4813

Re: Oh yah, Fargo's back and other good tv eh

MangoMan wrote: Justified is over. Last season was the finale.
Lol...I meant to say Rectify.
by AdamA
Fri Oct 23, 2015 10:05 pm
Forum: Other Discussions
Topic: Oh yah, Fargo's back and other good tv eh
Replies: 13
Views: 4813

Re: Oh yah, Fargo's back and other good tv eh

Let me know if I left anything out. Better Call Saul is fantastic. Mad Men is as good as television gets, IMO I also really enjoyed Bloodline on Netflix.  "We're not bad people, we just did a bad thing." Honorable mention: Halt and Catch Fire Silicon Valley Kudos for mentioning Justified,...
by AdamA
Mon Oct 19, 2015 8:06 pm
Forum: Other Discussions
Topic: Official Fargo-Only thread
Replies: 48
Views: 18661

Re: Official Fargo-Only thread

It's really a good show.

There is something mesmerizing about watching such bad things happen in such a seemingly innocent place.

I wonder how Dutch will fit in to all of this.
by AdamA
Fri Oct 16, 2015 8:00 am
Forum: Gold
Topic: Sprott Intends to Make Exchange Offers for Central GoldTrust and Silver Bullion
Replies: 192
Views: 98561

Re: Sprott Intends to Make Exchange Offers for Central GoldTrust and Silver Bullion

steve wrote: If Sprott somehow succeeds I plan on selling. I am looking into the Merk Gold Trust called ounz and other alternatives for online easy trading to re balance and will consider holding more physical bullion.
Me too.  I think GTU is a great fund.  This Sprott bid is very annoying.
by AdamA
Fri Oct 16, 2015 7:56 am
Forum: Permanent Portfolio Discussion
Topic: The Global PP
Replies: 45
Views: 20208

Re: The Global PP

But it's the kind of thing where it could come out in the wash when all the variables play out. It's just much too hard to model all the possibilities so you'd just have to do this a bit on educated decisions....But I think it could provide a good level of protection with increase in volatility how...
by AdamA
Thu Oct 15, 2015 12:37 pm
Forum: Permanent Portfolio Discussion
Topic: The Global PP
Replies: 45
Views: 20208

Re: The Global PP

Dutchtraffic--

Keep us posted on your progress.  I'm interested.
by AdamA
Tue Oct 13, 2015 9:37 am
Forum: Permanent Portfolio Discussion
Topic: The Global PP
Replies: 45
Views: 20208

Re: The Global PP

I think pretty much every bond in the SAAA etf is a "safe haven" bond though, besides France maybe. Yeah, that might be true. I'll admit I lack sophisticiation when it comes to global economics, but just for the sake of discussion, what do you think would happen to your hypothetical portf...
by AdamA
Tue Oct 13, 2015 9:12 am
Forum: Permanent Portfolio Discussion
Topic: The Global PP
Replies: 45
Views: 20208

Re: The Global PP

I think it's an interesting idea and worth discussion, especially for someone who lives in the EU. I would not change your current PP (with 50% bunds and 50% US treasuries) but I would probably add this as 10-20% of the portfolio. I would be more inclined to use and ex-US bond fund though b/c it sou...
by AdamA
Mon Oct 12, 2015 3:26 pm
Forum: Variable Portfolio Discussion
Topic: Ex-US Boglehead Portfolio
Replies: 3
Views: 2712

Re: Ex-US Boglehead Portfolio

I was thinking the easiest way to achieve this would be with a BH type portfolio that excludes the US.  50% VTIAX  (Vanguard's ex-US international stock fund) 50% VTABX (Vanguard's ex-US international bond fund) I'm not planning on doing this any time, but hypothetically I would probably do this wi...
by AdamA
Mon Oct 12, 2015 3:06 pm
Forum: Other Discussions
Topic: ICD-10 is here!
Replies: 12
Views: 3852

Re: ICD-10 is here!

Any other physicians on the forum willing to contribute their favorite examples, or experiences with ICD-10? It's just more time charting and more chances for my chart to get down coded.  I think good record keeping is an important part of practicing good medicine, but when it's done just for the s...
by AdamA
Mon Oct 12, 2015 9:37 am
Forum: Variable Portfolio Discussion
Topic: Ex-US Boglehead Portfolio
Replies: 3
Views: 2712

Ex-US Boglehead Portfolio

The idea of using the VP to add yet more diversity to the PP came up in another thread: From CraigR: If I was in the EU with the present migrant situation and immigration trajectory I would be looking to diversify beyond the EU and the Euro that's for sure. What the pols are doing there is pure suic...
by AdamA
Fri Oct 09, 2015 12:21 pm
Forum: Bonds
Topic: Once the Biggest Buyer, China Starts Dumping U.S. Government Debt
Replies: 7
Views: 3648

Re: Once the Biggest Buyer, China Starts Dumping U.S. Government Debt

I think it will matter about as much as the S&P downgrade a few years ago.
by AdamA
Fri Sep 25, 2015 1:38 pm
Forum: Permanent Portfolio Discussion
Topic: The Reason to Quit PP
Replies: 262
Views: 87681

Re: The Reason to Quit PP

actually yes it does matter if gold only responds  to crisis when the dollar is weak or we have high inflation  because as bernstein pointed out , the flaw in the pp  is committing  equal  amounts of  money to anything but equal chances of outcomes playing out . But that "flaw" has never ...
by AdamA
Wed Sep 23, 2015 9:18 am
Forum: Gold
Topic: Sprott Intends to Make Exchange Offers for Central GoldTrust and Silver Bullion
Replies: 192
Views: 98561

Re: Sprott Intends to Make Exchange Offers for Central GoldTrust and Silver Bullion

http://money.cnn.com/news/newsfeeds/articles/marketwire/1218921.htm Central GoldTrust ("GoldTrust") (TSX:GTU.UN) (C$) (TSX:GTU.U) (US$) (NYSE MKT:GTU) (US$) today noted that Sprott Asset Management LP and Sprott Physical Gold Trust (collectively, "Sprott") have failed by a substa...
by AdamA
Fri Sep 18, 2015 12:39 pm
Forum: Gold
Topic: Sprott Intends to Make Exchange Offers for Central GoldTrust and Silver Bullion
Replies: 192
Views: 98561

Re: Sprott Intends to Make Exchange Offers for Central GoldTrust and Silver Bullion

l82start wrote: based on some back of a napkin calculations, i think Sprott has already blown/spent any profits on the deal just covering the cost of paper and postage from sending information pamphlets and solicitations for support..
Lol...so true. 

My mailbox is tiny, and they have to cram them in.
by AdamA
Fri Sep 18, 2015 10:30 am
Forum: Gold
Topic: Sprott Intends to Make Exchange Offers for Central GoldTrust and Silver Bullion
Replies: 192
Views: 98561

Re: Sprott Intends to Make Exchange Offers for Central GoldTrust and Silver Bullion

I notice GTU up much more than GLD and then saw this: http://www.marketwatch.com/story/sprott-announces-exchange-ratios-of-exchange-offers-for-central-goldtrust-and-silver-bullion-trust-2015-09-16 Still not exactly sure what's going on.  Why does Sprott want GTU so badly? What will happen to NAV pre...
by AdamA
Wed Sep 16, 2015 8:33 pm
Forum: Permanent Portfolio Discussion
Topic: Role of cash in the absence of tight money
Replies: 7
Views: 4429

Re: Role of cash in the absence of tight money

I love holding cash.  It dampens the PP's volatility and also gives me a sense of security.

I like knowing that if I need cash I have it readily available. 
by AdamA
Thu Sep 10, 2015 3:27 pm
Forum: Permanent Portfolio Discussion
Topic: PSA: I now have a 3-year period with no gains
Replies: 275
Views: 105602

Re: PSA: I now have a 3-year period with no gains

I don't want mathjak to leave.  I don't want anybody to leave.  I think my post was not worded very well.  My bad. I also don't want to read the same stuff every day, over and over. How about this... Every time mathjak complains about stocks outperforming gold and bonds, he has to attach one of tho...
by AdamA
Tue Sep 08, 2015 4:48 pm
Forum: Permanent Portfolio Discussion
Topic: All PP assets trending down: When has this happened before? Kinda scary...
Replies: 73
Views: 25170

Re: All PP assets trending down: When has this happened before? Kinda scary...

mathjak107 wrote: all i know is ii just looked and it is typical of every other time . i show the pp down and stocks up 300 .
Isn't the S&P down close to 10% over the last 3 weeks or so?
by AdamA
Fri Sep 04, 2015 11:23 pm
Forum: Other Discussions
Topic: Narcos on Netflix
Replies: 8
Views: 4560

Re: Narcos on Netflix

a cheap shot against Regan, conservatives, or rich white men is so SOP for the left media that it hardly even stands out any more... how sad is that.. I really don't feel like the show is taking shots against Regan or rich white men.  The  narration makes Steve Murphy (the narrator) come across an ...
by AdamA
Fri Sep 04, 2015 2:42 pm
Forum: Permanent Portfolio Discussion
Topic: PSA: I now have a 3-year period with no gains
Replies: 275
Views: 105602

Re: PSA: I now have a 3-year period with no gains

The caveat is that I've been regularly and aggressively contributing to the PP.  So my early gains in 2011/2012 were small as a percent of my current total portfolio value.  Losses in 2015 are applied to a much higher portfolio value.  Hopefully that makes sense. Don't you see where that logic is f...