Fascinating read, thanks!
Search found 171 matches
- Fri Aug 28, 2020 5:36 am
- Forum: Bonds
- Topic: Good short article series on TIPS and correction to a major misperception
- Replies: 13
- Views: 4470
Re: Good short article series on TIPS and correction to a major misperception
- Sat Aug 15, 2020 4:21 am
- Forum: Bonds
- Topic: European inflation-linked bonds?
- Replies: 6
- Views: 4480
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...
- Sat Aug 08, 2020 3:17 pm
- Forum: Gold
- Topic: Michael cuggino on gold
- Replies: 5
- Views: 2377
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.
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.
- 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: 2199
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
- Thu Jul 30, 2020 2:05 pm
- Forum: Bonds
- Topic: European inflation-linked bonds?
- Replies: 6
- Views: 4480
- Thu Jul 30, 2020 9:08 am
- Forum: Bonds
- Topic: European inflation-linked bonds?
- Replies: 6
- Views: 4480
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...
- Mon Jul 27, 2020 12:19 am
- Forum: Other Discussions
- Topic: "What is your age" poll
- Replies: 14
- Views: 4411
Re: "What is your age" poll
Curiously even distribution. We seem to have people of all ages here.
- Sun Jul 26, 2020 1:16 am
- Forum: Other Discussions
- Topic: AOC's Speech is Ridiculous
- Replies: 14
- Views: 4389
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 fro...
- Sun Jul 26, 2020 1:00 am
- Forum: Permanent Portfolio Discussion
- Topic: Just for Fun - The Golden Middle
- Replies: 28
- Views: 10150
Re: Just for Fun - The Golden Middle
SCV = Small Cap Value?
MCB = ?
MCB = ?
- Mon Jul 20, 2020 12:21 am
- Forum: Other Discussions
- Topic: Forum updates
- Replies: 10
- Views: 3562
Re: Forum updates
Nice! I, for one, very much appreciate your effort!
- Sat Jul 11, 2020 1:23 am
- Forum: Permanent Portfolio Discussion
- Topic: Morningstar LTT & Gold analysis
- Replies: 10
- Views: 4326
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...
- Wed Jul 08, 2020 2:33 am
- Forum: Gold
- Topic: A Boat I (Gladly) Missed
- Replies: 9
- Views: 4718
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.
- Mon Jun 22, 2020 1:23 am
- Forum: Gold
- Topic: $20 gold Liberty coin Heads Up!
- Replies: 1
- Views: 1660
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.
- Tue Jun 09, 2020 3:53 pm
- Forum: Bonds
- Topic: Illinois Will Be The Poster Case For State Bankruptcy
- Replies: 4
- Views: 2795
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.
- Sat May 30, 2020 4:45 pm
- Forum: Permanent Portfolio Discussion
- Topic: Tactical / Adjusting Cash Allocation
- Replies: 7
- Views: 3146
Re: Tactical / Adjusting Cash Allocation
What about owning a house is important to you?
- Sat May 30, 2020 1:28 am
- Forum: Gold
- Topic: The Dawning of a Golden Decade
- Replies: 14
- Views: 5803
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 ...
- 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: 2042
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...
- 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: 2422
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...
- Mon Apr 27, 2020 12:22 am
- Forum: Permanent Portfolio Discussion
- Topic: Simple 4 ETF PP
- Replies: 14
- Views: 5846
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?
Isn't that the beauty of the PP, its simplicity?
- Mon Apr 20, 2020 2:53 am
- Forum: Other Discussions
- Topic: What Does Life Look Like For You Now?
- Replies: 95
- Views: 27475
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...
- Sat Apr 18, 2020 12:25 am
- Forum: Cash
- Topic: Vanguard and Fidelity Treasury MM funds closed to new investors
- Replies: 16
- Views: 7241
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?
- Thu Apr 16, 2020 12:58 pm
- Forum: Other Discussions
- Topic: Harry Browne, Computer Buff
- Replies: 4
- Views: 1834
Re: Harry Browne, Computer Buff
Amazing. Ahead of their time.
- Wed Apr 15, 2020 12:33 am
- Forum: Gold
- Topic: A possible solution to the high premiums
- Replies: 1
- Views: 1209
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
https://www.explainxkcd.com/wiki/index. ... haven_RHIC
- Tue Apr 14, 2020 2:12 am
- Forum: Other Discussions
- Topic: Time to replace Macbook Pro?
- Replies: 96
- Views: 29744
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 ...
- Sat Apr 11, 2020 7:02 am
- Forum: Permanent Portfolio Discussion
- Topic: PP article
- Replies: 6
- Views: 3246
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.