Stumbled across this
https://www.youtube.com/playlist?list=P ... SGw95IFa1t
Must admit I had a chuckle at some of the artwork.
Search found 1354 matches
- Sat Jan 07, 2023 1:34 am
- Forum: Politics
- Topic: Suspect HB would have approved
- Replies: 1
- Views: 778
- Fri Jan 06, 2023 5:09 pm
- Forum: Permanent Portfolio Discussion
- Topic: 25 x 4 or 33 x 3
- Replies: 37
- Views: 70344
Re: 25 x 4 or 33 x 3
Hi buddies, I have an EU-PP because I live in europe. :-\ Perhaps diversify internationally, say ~ 17% Gold, 83% https://fund-docs.vanguard.com/LifeStrategy_20_Equity_UCITS_ETF_EUR_Accumulating_9490_NETH_INT_DU.pdf ? You get some exposure to US treasuries that way. And no I can't read Dutch, ;D jus...
- Fri Jan 06, 2023 4:24 am
- Forum: Permanent Portfolio Discussion
- Topic: 25 x 4 or 33 x 3
- Replies: 37
- Views: 70344
Re: 25 x 4 or 33 x 3
OK, so HB said cash was for a "Tight money recession" (ie High interest rates to slow the economy) Not sure where you live, but if interest rates are low, then cash won't be doing much for you. But then in a balanced portfolio, there will always be one asset class not doing well. eg bonds ...
- Wed Jan 04, 2023 5:50 am
- Forum: Cash
- Topic: Oxford Uni talk "Understanding Money"
- Replies: 6
- Views: 2006
Oxford Uni talk "Understanding Money"
By Alasdair Macleod, Mises society
https://www.youtube.com/watch?v=PHKPa8K4bQ8
Do you agree? All comments welcome.
https://www.youtube.com/watch?v=PHKPa8K4bQ8
Do you agree? All comments welcome.
- Mon Jan 02, 2023 7:58 pm
- Forum: Permanent Portfolio Discussion
- Topic: 2022 Returns
- Replies: 44
- Views: 28377
Re: 2022 Returns
One thing I am proud of is that I worked up the courage to purchase 30 year treasuries recently. One interesting thing about the PP / GB is that it makes you confront financial behaviors. I was talking to a friend and telling him that your body physically will not allow you to step off a cliff. Tha...
- Sat Dec 31, 2022 3:04 am
- Forum: Permanent Portfolio Discussion
- Topic: 2022 Returns
- Replies: 44
- Views: 28377
Re: 2022 Returns
Aussie Goldsmith portfolio.
- Fri Dec 30, 2022 1:49 pm
- Forum: Other Discussions
- Topic: Has Anyone Here Bought a Real Estate Contract?
- Replies: 6
- Views: 735
Re: Has Anyone Here Bought a Real Estate Contract?
With both stocks and bonds in the toilet, with inflation destroying the value of cash, and with interest rates soaring, the idea of becoming a lender is making more and more sense to me. The idea would be to buy a contract from an existing secured lender at a discount, one that provides for the rem...
- Wed Dec 28, 2022 1:37 am
- Forum: Politics
- Topic: Putin Invades Ukraine II
- Replies: 1173
- Views: 1083821
Re: Putin Invades Ukraine II
You dont wake up one day and there's a crematorium next door. It takes years of otherizing people and normalizing the quarantine of healthy people and medical treatments at gunpoint. You stand against this now. Coincidentally.... https://www.zerohedge.com/political/aussie-cops-ask-neighbors-rat-out...
- Wed Dec 28, 2022 1:13 am
- Forum: Other Discussions
- Topic: YouTube Junkie
- Replies: 1231
- Views: 651049
- Fri Dec 23, 2022 1:06 pm
- Forum: Bonds
- Topic: Would you buy an even longer bond?
- Replies: 13
- Views: 6644
Re: Would you buy an even longer bond?
Total bond is like 2/3 Treasurys so it could be a substitute except for duration. Its roughly intermediate. The PP is a risk parity portfolio. I don't think it works if you don't get the volatility that LTT's provide in my opinion. +1. The Early Retirement Extreme site covers this issue. <snip> In ...
- Fri Dec 23, 2022 12:36 pm
- Forum: Permanent Portfolio Discussion
- Topic: Huh, 1/N Asset Allocation is Quite Robust
- Replies: 12
- Views: 4126
Re: Huh, 1/N Asset Allocation is Quite Robust
Interesting to compare a Larry twist - shift bond risk over to the stock (and gold) side, holding more volatile stocks such as Small Cap Value, compared to the PP PV On a Monte Carlo measure ... PV MC Looks safer/better than the PP's PV MC ... worse cases were less bad, average/best cases were bett...
- Wed Dec 21, 2022 1:05 pm
- Forum: Cash
- Topic: Bank Bonuses
- Replies: 36
- Views: 11996
Re: Bank Bonuses
Bitcoin is speculation, pure and simple. If you want to put it in the VP with money you can afford to lose, go right ahead. <snip> Besides, Superman endorsed savings bonds as part of Truth, Justice, and the American Way. (See the fun episode on youtube) Cryptocurrencies are looking more speculative...
- Wed Dec 21, 2022 11:06 am
- Forum: Other Discussions
- Topic: Died Suddenly
- Replies: 85
- Views: 7070
Re: Died Suddenly
I put "documentary" in quotes because it blurs like line between documentary and docu-drama. I'll see if I can dig up a link somewhere, I'm sure it's all over Twitter. But not on the basketball threads, which is why he couldn't find it.... Here you go. https://www.bitchute.com/video/4LIve...
- Sun Dec 18, 2022 1:49 pm
- Forum: Variable Portfolio Discussion
- Topic: 4.3% SWR for 30 years
- Replies: 22
- Views: 3761
Re: 4.3% SWR for 30 years
A good, perhaps better choice than the PP is to dump the bonds, just hold 50/50 stock/gold. Viewed from a betting odds perspective and the odds historically were good, create a Callan table of yearly total real gain/loss for each of stock and gold, years best at the top of each year, worst at the b...
- Mon Dec 05, 2022 6:19 pm
- Forum: Other Discussions
- Topic: Cause of aircraft crash?
- Replies: 4
- Views: 940
Re: Cause of aircraft crash?
NTSB preliminary report
https://www.youtube.com/watch?v=IRVqg-pCb6o
https://www.youtube.com/watch?v=IRVqg-pCb6o
- Mon Dec 05, 2022 5:16 pm
- Forum: Other Discussions
- Topic: Casino-Chip Society
- Replies: 9
- Views: 1441
Re: Casino-Chip Society
Fundamentally money is a human representation of "value" based on "faith" in whatever "made" the money. Personally, I think derivatives terminology is more helpful. Level 0: A real thing (backed by nothing because it exists and is an entity...a cow, land, a hamburger, ...
- Sun Dec 04, 2022 8:40 am
- Forum: Variable Portfolio Discussion
- Topic: Best passive real estate investments?
- Replies: 4
- Views: 1867
Re: Best passive real estate investments?
I'm looking to do passive investment in real estate that involves lower-end residential housing/apartment buildings. I'm looking for "lower-end" because it's supposedly more recession-proof than higher-end housing. Are you sure its more recession proof. I cannot comment on lower end US ho...
- Sat Dec 03, 2022 4:43 am
- Forum: Politics
- Topic: Parody political advertisement
- Replies: 1
- Views: 577
- Wed Nov 30, 2022 2:26 am
- Forum: Other Discussions
- Topic: YouTube Junkie
- Replies: 1231
- Views: 651049
- Thu Nov 24, 2022 2:32 am
- Forum: Other Discussions
- Topic: YouTube Junkie
- Replies: 1231
- Views: 651049
Re: YouTube Junkie
Something Smithy could try with his dog
https://www.youtube.com/watch?v=6VX1V_96wyk
https://www.youtube.com/watch?v=6VX1V_96wyk
- Wed Nov 23, 2022 3:55 am
- Forum: Bonds
- Topic: Bond tutorial
- Replies: 1
- Views: 1376
- Sun Nov 13, 2022 3:39 am
- Forum: Other Discussions
- Topic: Cause of aircraft crash?
- Replies: 4
- Views: 940
Cause of aircraft crash?
https://cms.zerohedge.com/s3/files/inli ... k=RKVJZ_LT
Any further details as to the cause? Pilot error?
https://www.zerohedge.com/markets/shock ... as-airshow
Any further details as to the cause? Pilot error?
https://www.zerohedge.com/markets/shock ... as-airshow
- Sun Nov 13, 2022 1:20 am
- Forum: Bonds
- Topic: Bond barbell vs. other options
- Replies: 12
- Views: 2846
Re: Bond barbell vs. other options
IMHO the principles that Browne offered that are not just sound but brilliant are those related to truly diversifying one's assets beyond stocks and bonds, not investing in things one doesn't understand, being conservative with money one can't afford to lose while also having play money and so on. ...
- Sat Nov 12, 2022 12:25 am
- Forum: Bonds
- Topic: Bond barbell vs. other options
- Replies: 12
- Views: 2846
Re: Bond barbell vs. other options
And 2022 has certainly shown - with a vengeance - that those who thought LTT's would zig when equities zagged didn't know their market history. Hi Kevin, Let me pose this question. Do you think the premise the PP was founded on is still valid? That is, LTT's do well in deflation/Gold in Inflation/C...
- Thu Nov 10, 2022 9:10 pm
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3693
- Views: 1786631
Re: The GOLD scream room
Gold has done well versus the "Pacific Peso"mathjak107 wrote: ↑Thu Nov 10, 2022 3:42 pm
Other countries where inflation has weakened their currency are seeing nice gold returns .