Search found 1731 matches

by pmward
Mon Nov 16, 2020 4:25 pm
Forum: Bonds
Topic: Switching from TLT to TIPS
Replies: 6
Views: 4487

Re: Switching from TLT to TIPS

Ok, so let's say you replace your TLT with TIPS. What happens if the current deflationary trend continues for another decade? You lose. It's an active bet. The PP is already hedged for an uptick in inflation and/or yields. I'm not saying I believe bonds are the most attractive investment in the worl...
by pmward
Mon Nov 16, 2020 4:06 pm
Forum: Politics
Topic: Florida 2000
Replies: 50
Views: 9410

Re: Florida 2000

You guys are right. You win. Computerized voting is secure. Management systems that store important information are secured and are never hacked. Only Republicans claim otherwise. Good job. ::) Maybe we got this all ass backwards. Trump won 2016 after polls showed he was probably going to lose. Tru...
by pmward
Mon Nov 16, 2020 12:06 pm
Forum: Politics
Topic: Election meaningless unless we change for the better
Replies: 265
Views: 44845

Re: Election meaningless unless we change for the better

that is a lot of assumptions about the minds of rich people and how they think.. all negative ::) It is a generalization yes. But we are talking about how things play out at a macro sense across the whole population, correct? So there can be a whole slew of individuals that act and think differentl...
by pmward
Mon Nov 16, 2020 11:20 am
Forum: Politics
Topic: Election meaningless unless we change for the better
Replies: 265
Views: 44845

Re: Election meaningless unless we change for the better

Maybe we have opened pandora's box and can't go back. My point was that in the not so distant past charities and communities took care of each other without government programs. Where is evidence of this? Show me one point in time that the majority of the poor, sick, homeless, elderly, etc were tak...
by pmward
Mon Nov 16, 2020 9:53 am
Forum: Politics
Topic: Florida 2000
Replies: 50
Views: 9410

Re: Florida 2000

The courts aren’t going to give 2 $hits what Trump’s thoughts were in 2016. Not sure why you think that would matter. Either there was fraud in 2020 or there wasn’t. It’s that simple. Besides, you do realize it isn’t only Trump bringing the lawsuits, right? Trump and his allies...in other words Tru...
by pmward
Mon Nov 16, 2020 8:56 am
Forum: Other Discussions
Topic: Private sector leverages government tech
Replies: 20
Views: 2942

Re: Private sector leverages government tech

An investment in research and infrastructure is an investment in research and infrastructure. Whether it that investment comes from the private or public sector makes no difference. Things like "green energy" require significant upfront investment in both R&D and infrastructure. The g...
by pmward
Mon Nov 16, 2020 8:43 am
Forum: Other Discussions
Topic: Private sector leverages government tech
Replies: 20
Views: 2942

Re: Private sector leverages government tech

An investment in research and infrastructure is an investment in research and infrastructure. Whether it that investment comes from the private or public sector makes no difference. Things like "green energy" require significant upfront investment in both R&D and infrastructure. The go...
by pmward
Mon Nov 16, 2020 8:26 am
Forum: Other Discussions
Topic: Private sector leverages government tech
Replies: 20
Views: 2942

Re: Private sector leverages government tech

Was listening to Neil Degrasse Tyson talk about all the government developed technology that came about through either science funding, war development, Nasa, etc. That has then been developed by private sector into the things that make our lives so amazing today...everything from microwaves, GPS, ...
by pmward
Mon Nov 16, 2020 8:22 am
Forum: Permanent Portfolio Discussion
Topic: HB Actually Did Disavow Growth Stocks In The PP
Replies: 8
Views: 2241

Re: HB Actually Did Disavow Growth Stocks In The PP

I also don't think HB would want his opinions to turn into dogma. I think he would want people to think for themselves. His thoughts and opinions evolved over the years, which goes to show they were not some rigid set of rules that cannot change based on new information. We all have the ability to b...
by pmward
Mon Nov 16, 2020 8:08 am
Forum: Politics
Topic: Florida 2000
Replies: 50
Views: 9410

Re: Florida 2000

1. It is not that far fetched. Jill Stein had enough proof of machines changing votes to review the source code and squash a gag order a couple weeks ago. It took her years of fighting, millions of dollars, and she even had the support of Hillary. I recently saw something that said the machines wer...
by pmward
Mon Nov 16, 2020 7:50 am
Forum: Variable Portfolio Discussion
Topic: Why I think 2021 will be a blockbuster year for stocks
Replies: 61
Views: 16669

Re: Why I think 2021 will be a blockbuster year for stocks

personally i think we are headed for stagflation . this virus likely will not end until the world reaches critical mass where in some shape or form most of the population gets exposed to it and the transmission of it has less and less of a population to go to . the vaccine will likely be ineffectiv...
by pmward
Mon Nov 16, 2020 7:39 am
Forum: Politics
Topic: Election meaningless unless we change for the better
Replies: 265
Views: 44845

Re: Election meaningless unless we change for the better

Maybe we have opened pandora's box and can't go back. My point was that in the not so distant past charities and communities took care of each other without government programs. Where is evidence of this? Show me one point in time that the majority of the poor, sick, homeless, elderly, etc were tak...
by pmward
Mon Nov 16, 2020 7:36 am
Forum: Politics
Topic: Election meaningless unless we change for the better
Replies: 265
Views: 44845

Re: Election meaningless unless we change for the better

pmward - Charity does work, I have volunteered in many charitable capacities and grew up where there was considerably less government spending and people helped others during their hour of need whether they lost their job, their house/farm burnt down, or crop yield was low. Just because you are you...
by pmward
Sun Nov 15, 2020 2:36 pm
Forum: Politics
Topic: Election meaningless unless we change for the better
Replies: 265
Views: 44845

Re: Election meaningless unless we change for the better

So Trump admits for first time that Biden won, but says he's not conceding. All his lawsuits are getting tossed out. There is no evidence. Is there any reasonable defense of this mans behavior and that of his administration? There is no recent precedent for any of this. If you doubted Trump's psych...
by pmward
Sun Nov 15, 2020 2:20 pm
Forum: Politics
Topic: " Trump has a second, viable stealthy road to victory."
Replies: 89
Views: 16068

Re: " Trump has a second, viable stealthy road to victory."

Yeah, I agree. The Trump Propaganda Network is very likely.
by pmward
Sun Nov 15, 2020 2:16 pm
Forum: Variable Portfolio Discussion
Topic: Why I think 2021 will be a blockbuster year for stocks
Replies: 61
Views: 16669

Re: Why I think 2021 will be a blockbuster year for stocks

well when the estimates and predictions are wrong , that is when prices change . No. Estimates and predictions are wrong more than they are right. There are times they are wrong and nothing happens. There are times they are wrong and go in the way they are predicted (a beat turns into an increase i...
by pmward
Sun Nov 15, 2020 1:57 pm
Forum: Politics
Topic: Election meaningless unless we change for the better
Replies: 265
Views: 44845

Re: Election meaningless unless we change for the better

I don't see ANYTHING from 1900 that would make me want to go back there. And small government, as I mentioned, is strongly susceptible to tyranny of the majority. You NEED the checks and balances from the upper level. If the upper level doesn't do their job and is asleep at the wheel, you wind up w...
by pmward
Sun Nov 15, 2020 1:34 pm
Forum: Variable Portfolio Discussion
Topic: Why I think 2021 will be a blockbuster year for stocks
Replies: 61
Views: 16669

Re: Why I think 2021 will be a blockbuster year for stocks

earnings for 2021 are predicted to be about 8% higher than 2019 ..2020 is not even a benchmark ...it is just an outlier so to speak . this is based on what we know up until today Predictions don't matter either. How often do "beats" get sold and "misses" get brought? It happens ...
by pmward
Sun Nov 15, 2020 8:36 am
Forum: Variable Portfolio Discussion
Topic: Why I think 2021 will be a blockbuster year for stocks
Replies: 61
Views: 16669

Re: Why I think 2021 will be a blockbuster year for stocks

i think stocks have been priced today for 2021 admission ... markets are already expecting a good 2021 and pretty much wrote off 2020 results from their current stock prices . things are not priced for 2020 at all so i don't think the bar is set low . i think if 2021 does not meet at least the high...
by pmward
Sun Nov 15, 2020 8:22 am
Forum: Other Discussions
Topic: New Macs With M1 Chips
Replies: 83
Views: 13721

Re: New Macs With M1 Chips

I’ve always stuck with Windows due to a program I use for backtesting. I’ve got way too much of my life in associated code to walk away. What do you guys recommend if I gotta stick with some windows functionality (that needs to stay snappy)? Docker is very performant, but it's console only, so do y...
by pmward
Sun Nov 15, 2020 8:09 am
Forum: Other Discussions
Topic: New Macs With M1 Chips
Replies: 83
Views: 13721

Re: New Macs With M1 Chips

I will probably treat myself to a new MacBook when I graduate and find full-time work in industry. The computer will be an appropriate reward to myself since I'll be using it for dev work anyway. Frustrating homework aside, I have really taken a liking to programming. I am taking the same approach ...
by pmward
Sun Nov 15, 2020 8:04 am
Forum: Politics
Topic: Election meaningless unless we change for the better
Replies: 265
Views: 44845

Re: Election meaningless unless we change for the better

Are we better off now than we were in 1700? Absolutely. Are we better off now than we were in 1800? Absolutely. Are we better off now than we were in 1900? Absolutely. Seems unfair to make these statements in a conversation about government because modern technologies like electricity, running wate...
by pmward
Sun Nov 15, 2020 7:55 am
Forum: Politics
Topic: Florida 2000
Replies: 50
Views: 9410

Re: Florida 2000

So to better get the point across, I decided to do a little thought experiment. What exactly would it take for me to crack the mail in voting and submit mass fraudulent votes that could alter the election here in AZ. 1) The official serialized ballot mailed to each person at their address of record...
by pmward
Sun Nov 15, 2020 7:49 am
Forum: Politics
Topic: Florida 2000
Replies: 50
Views: 9410

Re: Florida 2000

No. You don’t understand. The GNON is a vast and highly secretive organization. Pay attention, the postal workers dumping ballots are never fired. Twitter is collecting every Republicans data and then sending it to the gnomes so that the voting records can be manipulated. They have extremely sophis...
by pmward
Sat Nov 14, 2020 2:37 pm
Forum: Other Discussions
Topic: New Macs With M1 Chips
Replies: 83
Views: 13721

Re: New Macs With M1 Chips

I will probably treat myself to a new MacBook when I graduate and find full-time work in industry. The computer will be an appropriate reward to myself since I'll be using it for dev work anyway. Frustrating homework aside, I have really taken a liking to programming. I am taking the same approach ...