Search found 423 matches

by Vil
Sat Dec 04, 2021 5:25 am
Forum: Permanent Portfolio Discussion
Topic: Does PP Only Work In Times of Declining Bond Yields?
Replies: 35
Views: 13903

Re: Does PP Only Work In Times of Declining Bond Yields?

I think the current bounce in TLT is a DCB (dead cat bounce), and that we will see a retest of the 200, followed by a further drop as the FED reduces bond buying and raises rates. The longer term channel would call for TLT to drop to around 120 ish. Yeah, right (its just 154 now). It has tested MA2...
by Vil
Sat Dec 04, 2021 1:47 am
Forum: Gold
Topic: Gold storage in Austria
Replies: 12
Views: 3742

Re: Gold storage in Austria

They are heading for political instability https://old.reddit.com/r/ChurchOfCOVID/comments/qvrov8/my_heart_is_so_full_right_now_seeing_austria_come/ I've been several times in this country and also pretty much aware of what the 'national mentality' is... Would not put instability and Austria in the...
by Vil
Mon Nov 29, 2021 2:37 pm
Forum: Other Discussions
Topic: The Inflation Spike Probably Won't Last
Replies: 17
Views: 6539

Re: The Inflation Spike Probably Won't Last

I've been astounded with how much of my Amazon orders do arrive in two days. In one case the next day when it was supposed to have taken two days. Sorry for hijacking the thread, but am too curious to hold my horses.. Are those 2 days considered a short period ? What about Prime members ? At amazon...
by Vil
Sun Nov 28, 2021 3:06 pm
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 5196
Views: 2018753

Re: Coronavirus General Discussion

Does the cholesterol run in the family? No, it runs in the massive amount of prime rib and eggs I eat weekly. In case it's not obvious, I think the whole cholesterol thing is a bunch of hooey and I only ever get it measured for grins. I have low levels of high density cholesterol (the good one), el...
by Vil
Sun Nov 28, 2021 2:47 pm
Forum: Other Discussions
Topic: The Inflation Spike Probably Won't Last
Replies: 17
Views: 6539

Re: The Inflation Spike Probably Won't Last

I've been astounded with how much of my Amazon orders do arrive in two days. In one case the next day when it was supposed to have taken two days. Sorry for hijacking the thread, but am too curious to hold my horses.. Are those 2 days considered a short period ? What about Prime members ? At amazon...
by Vil
Sun Nov 28, 2021 2:35 pm
Forum: Other Discussions
Topic: The Inflation Spike Probably Won't Last
Replies: 17
Views: 6539

Re: The Inflation Spike Probably Won't Last

Sorry, European forumites :-\ Thanks for sharing, but no worries, I read Zeihans every other day. Inflation is definitely not considered anymore as mild. Investing wise - it's all-and-everything bubble. Even used cars appreciated in value in the past months. Only thing that's cheap are the crappy E...
by Vil
Sat Nov 27, 2021 4:27 pm
Forum: Other Discussions
Topic: Poll
Replies: 9
Views: 2686

Re: Poll

Normally, I just read what others write in here and simply walk away from what I find as not interesting. Why are you so bothered by MJ ? I do not concur with what he is saying (well, there are people that tend to believe in urine therapy, too), but that does not necessarily mean that we have to kil...
by Vil
Fri Nov 26, 2021 10:47 am
Forum: Stocks
Topic: Stock scream room
Replies: 1438
Views: 658570

Re: Stock scream room

whatchamacallit wrote: Fri Nov 26, 2021 8:09 am It is looking like there is a "black friday sale" on some stocks out there today.
Yes, its massacre in Europe. Already the air flights to/from South African countries are halted in many EU countries, due to the new strain.

Stoxx 50 closed -4.72% and Stoxx 600 closed -3.70%
by Vil
Fri Nov 26, 2021 4:24 am
Forum: Stocks
Topic: Stock scream room
Replies: 1438
Views: 658570

Re: Stock scream room

I bought a bit more Total Stock Market. Bought that dog shit ? What a crap ... ;D From now onwards I'll be the stocks buddtholomew .. Joke aside, Stoxx 50 is already more than 3% down for the day (Nikkei was also), so SPY will follow. For the tmie being the "explanation" is the new South ...
by Vil
Sun Nov 21, 2021 10:14 am
Forum: Politics
Topic: Hal goes radical
Replies: 7
Views: 1603

Re: Hal goes radical

Stay safe, Hal. Just out of curiosity, what flags did you see? FFWD through the film - from what can be considered Eastern European - Croatian, Polish, Albanian and Greek flags. Saw also Irish. Croatian and Polish guys know some things about socialism, for sure.. Actually it is very funny to see th...
by Vil
Wed Nov 10, 2021 7:26 am
Forum: Variable Portfolio Discussion
Topic: I think it’s time to move into crypto
Replies: 160
Views: 84395

Re: I think it’s time to move into crypto

Why did LITECOIN surge so much yesterday? Not only Litecoin, but couple of others too, read it somewhere. What I got in essence is that the price urge is due to AMC Corp claiming they're looking forward to accept some of that crap before the end of the year as payment... (a sort of). IMHO that cryp...
by Vil
Wed Nov 10, 2021 3:35 am
Forum: Bonds
Topic: Preachin' to the choir
Replies: 3
Views: 1706

Re: Preachin' to the choir

Yeah, well.. he's indeed preaching the forum's sermon - rates go up, but they can go down as well... (sometimes I think I am falling prey to some very sophisticated forum generator tool, good that it's MJ to have the #LTTGold_Crap and #DontFightTheFed stuff around.. but he might be part of the tool'...
by Vil
Wed Nov 03, 2021 3:57 pm
Forum: Bonds
Topic: Staying the course with LTTs
Replies: 86
Views: 27789

Re: Staying the course with LTTs

But I don't, and I like the PP going forward. Even with super high priced stocks and bonds, worthless cash, and the barbarous relic. Amen, brother. Oddly enough I have a bit more time than usual and just finished "The simple path to wealth" . I guess the author is member of some radical r...
by Vil
Wed Nov 03, 2021 3:43 pm
Forum: Stocks
Topic: Why the "Total Stock Market" isn't anything of the sort
Replies: 12
Views: 4258

Re: Why the "Total Stock Market" isn't anything of the sort

I do 50% SP500 and 50% Small Cap for the equities portion of my PP. I think it was MachineGhost who turned me on to it. Isn't it the GB that suggest that also ? In my purest US-PP I am using MSCI USA (has sthg like 630~640 constituents vs tad less than 500 for the S&P 500). This is an interesti...
by Vil
Wed Nov 03, 2021 8:33 am
Forum: Variable Portfolio Discussion
Topic: Please meet Global Navigator and The Russell
Replies: 144
Views: 145458

Re: Please meet Global Navigator and The Russell

Talking about momentum strategies, have been quite a while since I want to ask you guys - what do you think about the Andreas Clenow's works, especially "Stocks on the move"? Simple linear regression (* coefficient of determination) - guess it cannot get any simpler than that for an 'algo...
by Vil
Wed Nov 03, 2021 4:26 am
Forum: Variable Portfolio Discussion
Topic: Please meet Global Navigator and The Russell
Replies: 144
Views: 145458

Re: Please meet Global Navigator and The Russell

Talking about momentum strategies, have been quite a while since I want to ask you guys - what do you think about the Andreas Clenow's works, especially "Stocks on the move"? Simple linear regression (* coefficient of determination) - guess it cannot get any simpler than that for an 'algo'...
by Vil
Wed Nov 03, 2021 4:15 am
Forum: Variable Portfolio Discussion
Topic: BTC in the PP
Replies: 239
Views: 121788

Re: BTC in the PP

Not sure it was posted earlier here, a work from Nassim Taleb named "Bitcoin, Currencies, and Fragility"

Even though I can't clearly understand all of his statements, its a good food for thought.
by Vil
Fri Oct 22, 2021 2:22 pm
Forum: Stocks
Topic: Dow sentiment poll
Replies: 9
Views: 4526

Re: Dow sentiment poll

- Nov 11th, 2020 by pmward See his reasons why at https://gyroscopicinvesting.com/forum/viewtopic.php?f=10&t=11503#p211975 I miss this guy to be honest. He was having broad helicopter view on many financial processes, while on the other hand very good knowledge of the technical aspects of tradi...
by Vil
Fri Oct 22, 2021 2:14 pm
Forum: Variable Portfolio Discussion
Topic: I missed another 10x opportunity
Replies: 6
Views: 3058

Re: I missed another 10x opportunity

Yes, indeed, you should follow the markets more closely .. stick your face to those steep charts (where there is a mile between the price and MA 20) ;D I exited today all of my momentum stocks. So far, so good - profit feels nice and heavy in the pocket. We are close to all time highs for both S&...
by Vil
Sun Jul 18, 2021 5:35 am
Forum: Permanent Portfolio Funds
Topic: Permanent Portfolio Fund - 2018 Returns.
Replies: 11
Views: 41009

Re: Permanent Portfolio Fund - 2018 Returns.

Yeah, this one actually may serve as very nice HBPP hedge .. Guess they have decent negative correlation
by Vil
Sun Jul 18, 2021 5:17 am
Forum: Permanent Portfolio Discussion
Topic: Simultaneous purchases and rebalancing
Replies: 10
Views: 1857

Re: Simultaneous purchases and rebalancing

If PP is not futures based - Tuesday, Wednesday or Thursday, at lunch time. First days of any month are normally more volatile... Or you can use early stages of any volatility contraction periods to enter... Who knows... I am always using limit orders, always- I can certainly wait and not becoming a...
by Vil
Sat Jul 17, 2021 12:01 pm
Forum: Gold
Topic: New American Eagle design
Replies: 5
Views: 1633

Re: New American Eagle design

Fine gold again means non-24 karat purity (i.e. 22), right ? Or did they change anything in that aspect ? Very strange, but my understanding is that the rest of the world (<> US) tend to believe FINE equals 24 karats...
by Vil
Sat Jul 17, 2021 11:43 am
Forum: Other Discussions
Topic: Russian girl looking for a man with money
Replies: 23
Views: 7832

Re: Russian girl looking for a man with money

I would rather advice any Russian ladies to PM me first ! As a citizen of the also-known-as-the-16th USSR state country, I feel their 'pain' and also can give them (almost) free advice about the wealthy ones here ;D MJ may reconsider his decision to leave the forum too... Joke apart, ladies, you may...
by Vil
Tue Jun 29, 2021 4:11 pm
Forum: Stocks
Topic: Best fund/ETF for equities portion of Permanent Portfolio?
Replies: 16
Views: 10438

Re: Best fund/ETF for equities portion of Permanent Portfolio?

UBUJ - MSCI USA hedged to EUR is worth consideration for residents of the old continent
by Vil
Sun Jun 06, 2021 10:28 am
Forum: Other Discussions
Topic: Restrictions on Investing in Chinese Stocks
Replies: 1
Views: 941

Re: Restrictions on Investing in Chinese Stocks

anything that reduces my ability to invest globally You know, it's simple as that - you just do not realize how lucky you (US and Canada guys for that matter) are in general ;D. Can you imagine me doing my selective (used this term to keep it simple) investing in the European index Stoxx 600 - give...