I came close during covid. LTT must be getting close for some of us. The LTTs are 16.4% of my classic 4x25 HBPP Would have been even closer to 15% if the other componentes didn't have sunk at the same time recently. As the yield curve reverts from inverted, each of stock, gold, LTT might be down sh...

Isn't 67/33 Stock/Gold even better than 50/50 Stock/Gold though? As a comparison to 67/33 stock/bond (a typical BH asset allocation) however, 50/50 stock/PM historically compared well. US data real annualised since 1871 both 5.7%, 30 year worst maxWR% 4.16% vs 4.17% (67/33 TSM/TBM vs 50/50 TSM/PM r...

Here's a short list of civilian deaths due to house fires, slipping in the shower, etc. (I'm sure none could be related to incendiary steel cylinders falling from US/NATO planes shortly before): 500,000 Germans, 1941 to 1945 1,000,000 Japanese, 1941 to 1945 2,000,000 Vietnamese, 1955 to 1975 500,00...

Works both ways. 250,000 Russians killed/wounded per year is many upset families. A small number initially relative to total population and where the first year has been mostly expendables, prisoners. With that cohort spent others are being rounded up and dispatched to the grinder as bullet fodder. ...

This post over on BH https://www.bogleheads.org/forum/viewtopic.php?p=7485516#p7485516 caught my eye, in particular ... Second, there always has been a segment of Bogleheads (supported by research) that prefers to have a higher stock allocarion and use cash equivalents for their fixed income. So ins...

Would have thought that the public listing was more a case of sell high for the prior owners, market peak, rather than potential significant upside/growth. I didn’t address this earlier. From what I’ve read, the former owners will have an even bigger stake now than they had before the IPO. I’ll see...

Increasingly leaning towards not lending ... no bonds nor cash deposits, the interest paid is often too low, more so after the taxman takes a slice. Swap the bond risk (25% in each of STT/LTT) over to the stock side (25/25 stock/hard-cash). Comparing historic 50/25/25 stock/PM/hard-cash to that of t...

Isn't ARM ... Advanced, Reduced instruction set computer (RISC), Machines already pretty much within everything electronic nowadays. From your phone, TV, TV remote controller, washing machine, vacuum cleaner, central heating controller, burglar alarm ...etc. Would have thought that the public listin...

^ thanks for update. Looks like ill be forced into Canada's MAID https://old.reddit.com/r/Futurology/comments/yxayan/canada_will_soon_allow_medically_assisted_dying/?sort=controversial Lived with grandma during her last 10 years. what TV narratives dont tell you is its not simply "memory loss&...

The PP's Cash/LTT barbell does make the PP somewhat bond heavy. A alternative is thirds each stock/bond/gold. Thirds TSM/10 year Treasury's/Gold instead of 25% each TSM/STT/LTT/gold PV For non-US investors, combine that with three way currency diversification, third domestic ITT, third US$ fiat curr...

THIS TIME IS DIFFERENT have been the most costliest words to bet on in the english language Mathjak, you're fond of saying that, but isn't it pretty clear that the outperformance of US equities over the past century or so has been the weird outlier? Why aren't the people who plan on that outperform...

1980 was a great start year for stocks, a (very) bad start year for gold. That aside and start 1980 with 50/50 stock/gold, where you left that as-is but looked to deploy gold into stock when stocks dipped, and at the end of 1987 might have been selected as the time to do that. Stocks and gold tend t...

Do not know how accurate or reliable this source is: https://news.yahoo.com/national-resistance-center-russia-plans-002746713.html National Resistance Center: Russia plans to bring North Korean workers to occupied Ukraine Rachel Amran Sun, September 17, 2023 at 8:27 PM EDT·1 min read Mine sweepers ...

https://www.usfunds.com/resource/central-banks-are-buying-gold-at-a-record-pace-so-far-in-2023/ This is after record purchases in 2022. Are there any reasons to explain these purchases besides them knowing something we don’t know? Mostly Russia, China, Turkey, Singapore. Perhaps preferring to buy g...

If you go back to 1980, a $10k investment in stocks would be worth over $1 million now. PP would be $200k and ST Treasuries $99k. So what you are telling me that after finally graduating college in 1978 (with masters at age 27) and had saved my first $1,000 in 1979 and was agonizing what to do with...

I think gold will still have relevance in the decades to come. I don't see Bitcoin being a threat to gold so much as it is a complement. Gold has long stood alongside silver and copper, as an example. I think Bitcoin and maybe a couple other cryptocurrencies have simply enlarged our set of viable o...

I regret buying long bonds near the top in the last 2-3 years, hoping that an agnostic dollar cost averaging approach would serve me well in the long run. I have become somewhat less purist and time some of my purchases , preferring to accumulate cash to 35% allocation then spread it around , typic...

When I backtest I assume a investor would have held T-Bills instead of gold pre 1934, silver between 1934 and 1975, gold since 1976.

Here are some of my notes/primer that I thought I'd share (no guarantee as to the accuracy) ... Great write up. 8) It's also nice to see you posting about gold and not being inundated with senseless rubbish from that NiceUnparticularMan cretin. ::) Thanks. I'm on my third and final warning on Bogle...

One thing I am noticing is that when compared to other sources, PAXG in Pounds does seem to be priced lower than spot prices. StoneX that Paxos use as their partner for live streaming prices quote much the same as other sources/dealers, whilst they are all around 1% higher than the indicative price ...

Here are some of my notes/primer that I thought I'd share (no guarantee as to the accuracy) One of the most liquid assets on the planet, gold is bought and sold in staggering amounts each day in trading hubs around the world. In 2020 during the height of the COVID-19 pandemic the daily gold exchange...

seajay, thanks very much for telling us about your experience. I'm hopefully a ways from dealing with this kind of thing, but it's helpful to begin thinking about it. Like Sophie, I foresee that when my time may come that siblings would just farm me off into a care/nursing home and originally with ...

I see recent Nexo quotes for lending PAXG (gold) at 7%, staking at 5% (similar to lending, but where you lend to the 'system' rather than a individual, as I understand it, so 'safer'). Idea : Third 2x stock, two-thirds gold - via PAXG that's lent (at a 7% rate). 4.6% proportioned benefit. Has the s...

Taking time off....yeah, wish I could do more of that. I hadn't been considering assisted living for my mother before, because I know she'll react very badly among other issues, but....it is THE only way to get help when you don't have local family support. I do have a great family, but everyone is...

I see recent Nexo quotes for lending PAXG (gold) at 7%, staking at 5% (similar to lending, but where you lend to the 'system' rather than a individual, as I understand it, so 'safer'). Idea : Third 2x stock, two-thirds gold - via PAXG that's lent (at a 7% rate). 4.6% proportioned benefit. Has the sa...