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 ...

By Alasdair Macleod, Mises society
https://www.youtube.com/watch?v=PHKPa8K4bQ8

Do you agree? All comments welcome.

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...

Aussie Goldsmith portfolio.

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...

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...

From the Internet Archive

https://archive.org/details/lifeinthe30 ... sreel1.mov

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 ...

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...

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...

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...

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...

NTSB preliminary report
https://www.youtube.com/watch?v=IRVqg-pCb6o

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, ...

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...

https://www.youtube.com/watch?v=gqFPhsO-2W0

and a good reference
https://sqmresearch.com.au/weekly-rents ... e=2000&t=1

https://www.youtube.com/watch?v=vf68oASH5jU

Something Smithy could try with his dog
https://www.youtube.com/watch?v=6VX1V_96wyk

Enjoy!
https://www.youtube.com/watch?v=u5YrIuQ ... fW8vZgo0H8

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

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. ...

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...

mathjak107 wrote: ↑Thu Nov 10, 2022 3:42 pm
Other countries where inflation has weakened their currency are seeing nice gold returns .

Gold has done well versus the "Pacific Peso"

Kbg wrote: ↑Fri Oct 14, 2022 8:17 am
My take: useful yes, but not as a means to predict or expect the same outcome in the future.

Just for fun. What a difference a year makes

But...the barbell is what I am looking to get to. Have enough "safe" investments, social security, gold, US bonds, etc, to allow decently higher risk on the other end. Here's a starter I did a while back for Australia. Will be interested to see what you decide on. Not many choices down he...