Search found 2751 matches
- Wed Mar 11, 2020 6:46 pm
- Forum: Other Discussions
- Topic: Coronavirus General Discussion
- Replies: 5196
- Views: 1773974
Re: Coronavirus General Discussion
I haven't finished listening to the public health interview on Joe Rogan, but a couple of the key points I've heard so far: COVID-19 spreads not just through touch and fluids, but through breath . Even before symptoms appear, the concentration of COVID-19 virus in people's throats is ~10,000x higher...
- Wed Mar 11, 2020 6:38 pm
- Forum: Variable Portfolio Discussion
- Topic: BP and XOM?
- Replies: 12
- Views: 4313
Re: BP and XOM?
<Paging MediumTex to resurrect the "Overshoot" thread>
- Tue Mar 10, 2020 4:23 pm
- Forum: Other Discussions
- Topic: Coronavirus General Discussion
- Replies: 5196
- Views: 1773974
Re: Coronavirus General Discussion
I'm surprised that letter didn't include any recommendations about getting enough sleep. Sleep is so important to the immune system. Over the years, many of my worst colds and flus hit me immediately after a day or two of marked sleep deprivation. And on my most recent international work travel in F...
- Mon Mar 09, 2020 6:50 pm
- Forum: Other Discussions
- Topic: Trump as tragicomedy
- Replies: 958
- Views: 379851
Re: Trump as tragicomedy
I haven't kept up with Scott Adams in the past few days. What exactly is he unhappy about? I think Trump has been doing everything possible. The thing I heard Scott Adams rant about was the press conference where Trump said he’d prefer everyone on the cruise ship off the coast of California to rema...
- Mon Mar 09, 2020 6:01 pm
- Forum: Bonds
- Topic: Negative interest rates
- Replies: 57
- Views: 24484
Re: Negative interest rates
If the government pays it's debt down, it removes money from the supply... which tightens liquidity... which forces someone somewhere to have to take out more debt. Not if they choose to spend less instead of take on more debt, right? To take an extreme example, consider someone who goes completely...
- Mon Mar 09, 2020 5:56 pm
- Forum: Other Discussions
- Topic: Coronavirus General Discussion
- Replies: 5196
- Views: 1773974
Re: Coronavirus General Discussion
Any theories as to why Italy has been hit so hard by COVID-19 so much earlier than other Western countries? I've heard some people claim it's because Italy's population is skewed so heavily toward people over 60 years old, but to me that doesn't fully explain it. There are many other countries with ...
- Mon Mar 09, 2020 5:49 pm
- Forum: Bonds
- Topic: Negative interest rates
- Replies: 57
- Views: 24484
Re: Negative interest rates
The entire country is like one giant balance sheet. The governments (and corporations) deficit expansion post financial crisis is what allowed the households to delever so efficiently. Household debt in the U.S. is now the best it's been in decades! You cannot change one side of the equation withou...
- Mon Mar 09, 2020 5:44 pm
- Forum: Stocks
- Topic: Stock scream room
- Replies: 1438
- Views: 644743
Re: Stock scream room
Just checked my google sheet again. It's within bands so no rebalancing today. So, we wait.... I can share this little rebalance checker if anyone is interested, although it would be nice to figure out how to include interest/dividends. Anyone know how you can get that info out of googlefinance? I ...
- Mon Mar 09, 2020 5:21 pm
- Forum: Bonds
- Topic: Negative interest rates
- Replies: 57
- Views: 24484
Re: Negative interest rates
The only other option, and God help us all if they go this route, is to try to run a surplus to pay the deficit down. If the government runs a surplus, it means that households and corporations necessarily have to run an equally large deficit. That's when all of our lives get really miserable. Care...
- Mon Mar 09, 2020 12:41 pm
- Forum: Permanent Portfolio Discussion
- Topic: The Permanent Portfolio May Be About To Break
- Replies: 21
- Views: 14643
Re: The Permanent Portfolio May Be About To Break
I believe long bonds are going to be the most "interesting" part of the portfolio going forward, by a long shot. +1 Long bonds have already been the most "interesting" part of the portfolio for the past 10 years that I've been a PP investor. They always seem to pop up out of nowhere and carry the p...
- Sun Mar 08, 2020 7:28 pm
- Forum: Other Discussions
- Topic: Trump as tragicomedy
- Replies: 958
- Views: 379851
Re: Trump as tragicomedy
I haven't kept up with Scott Adams in the past few days. What exactly is he unhappy about? I think Trump has been doing everything possible. The thing I heard Scott Adams rant about was the press conference where Trump said he’d prefer everyone on the cruise ship off the coast of California to rema...
- Sun Mar 08, 2020 4:34 pm
- Forum: Bonds
- Topic: Negative interest rates
- Replies: 57
- Views: 24484
Re: Negative interest rates
I still don't see the point of intentionally lending people money and getting back less in return. Just don't lend them the money in the first place and you make a higher.... "return." I totally agree for small amounts of cash. But for larger amounts, like nest eggs and large businesses, physical c...
- Sun Mar 08, 2020 4:24 pm
- Forum: Other Discussions
- Topic: Trump as tragicomedy
- Replies: 958
- Views: 379851
Re: Trump as tragicomedy
Even Scott Adams, one of the biggest admirers of Trump in the podcasting world, is pretty unhappy about how Trump has been handling the coronavirus and the related press conferences. He was almost cursing about it on one if his most recent episodes.
- Sun Mar 08, 2020 2:42 pm
- Forum: Permanent Portfolio Discussion
- Topic: What would it take to cause you to lose faith in the PP?
- Replies: 50
- Views: 17858
Re: What would it take to cause you to lose faith in the PP?
I haven’t lost faith in the PP yet. In fact, I’m liking it now more than ever. Just compared PP vs. all-stock performance over the past three years (Mar 6 to Mar 6). Both have returned a total of ~30%, but the PP did it with 65% less volatility than stocks. This is exactly why I became a PP investor...
- Sat Mar 07, 2020 6:46 pm
- Forum: Bonds
- Topic: Negative interest rates
- Replies: 57
- Views: 24484
Re: Negative interest rates
Negative interest rates aren’t so weird in a deflationary environment, in which the rate of inflation is negative.
So my guess is that if we see negative interest rates in the U.S. for a long period of time, it will be during a long, drawn-out deflation.
So my guess is that if we see negative interest rates in the U.S. for a long period of time, it will be during a long, drawn-out deflation.
- Thu Mar 05, 2020 9:34 pm
- Forum: Bonds
- Topic: Negative interest rates
- Replies: 57
- Views: 24484
Re: Negative interest rates
Okay, let’s reexamine it.
Alternative portfolio suggestions?
Alternative portfolio suggestions?
- Thu Mar 05, 2020 2:49 pm
- Forum: Other Discussions
- Topic: Coronavirus General Discussion
- Replies: 5196
- Views: 1773974
Re: Coronavirus General Discussion
In a related note, I had already thought that seeing all these companies shutting down entire office buildings and making people work from home indefinitely might be a turning point where some companies see that they don't need as much big expensive office space and start thinking about ramping up ...
- Thu Mar 05, 2020 1:01 pm
- Forum: Other Discussions
- Topic: Coronavirus General Discussion
- Replies: 5196
- Views: 1773974
- Wed Mar 04, 2020 2:36 pm
- Forum: Other Discussions
- Topic: Coronavirus General Discussion
- Replies: 5196
- Views: 1773974
Re: Coronavirus General Discussion
The guy who has the avatar to beat all others is Tyler. It's Nicolas Freakin' Cage. One look at this face and Coronavirus is gonna be a runnin'. MediumTex’s avatar is up there, too: Ash from Evil Dead. In the zombie apocalypse, you want Ash on your team. https://www.gyroscopicinvesting.com/forum/do...
- Mon Feb 24, 2020 5:17 pm
- Forum: Other Discussions
- Topic: Democrats reversal on illegal immigration
- Replies: 9
- Views: 3010
Re: Democrats reversal on illegal immigration
I haven't been following politics very closely lately. Is there actually a current Democratic presidential candidate considered more left-wing than Bernie?
- Mon Feb 24, 2020 5:14 pm
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3688
- Views: 1654840
Re: The GOLD scream room
If Budd were still here, he would be complaining that gold and bonds "failed to buoy the PP as advertised" since they merely softened the blow from stocks instead of more than offsetting the losses
- Fri Feb 21, 2020 1:53 pm
- Forum: Stocks
- Topic: Mom and Pop Are On Epic Stock Buying Spree Fueled by Free Trades
- Replies: 12
- Views: 8379
Re: Mom and Pop Are On Epic Stock Buying Spree Fueled by Free Trades
Maybe just one other indicator of ringing the bell at the top. Yes, I think so. The other day, a coworker told me about a guy at my company who invested $1M in Tesla stock when it was a little over $200/share, then recently cashed out and retired after it skyrocketed. These sorts of get-rich-quick ...
- Wed Feb 19, 2020 2:27 pm
- Forum: Other Discussions
- Topic: Fidelity site says I have $0.00
- Replies: 6
- Views: 1943
Re: Fidelity site says I have $0.00
Reminds me of the time I temporarily became rich when SGOL shares were split by 10x and my financial institutions were reflecting the new number of shares but hadn’t yet updated to the new (10x lower) price.
- Fri Feb 14, 2020 6:03 pm
- Forum: Gold
- Topic: Which Gold ETF Would You Recommend Now?
- Replies: 15
- Views: 10666
Re: Which Gold ETF Would You Recommend Now?
SGOL might be another one worth considering. I hold some of it. Similar expense ratio and assets under management as GLDM (although its average volume seems to be lower for some reason).
- Mon Feb 10, 2020 6:24 am
- Forum: Other Discussions
- Topic: A Fed Thread
- Replies: 19
- Views: 6434
Re: A Fed Thread
Exactly. Doesn’t matter if she supports a gold standard. If she gets a position of power, she’ll get the “big girl briefing” and be forced to toe the line like everyone else.boglerdude wrote: ↑Mon Feb 10, 2020 12:26 amShe's a trump supporter and will do a 180 on gold like Greenspan did, to keep her position of power.