Search found 430 matches

by seajay
Sun Jan 01, 2023 7:43 am
Forum: Permanent Portfolio Discussion
Topic: 2022 Returns
Replies: 44
Views: 22078

Re: 2022 Returns

Point to point and much of yearly gains are just down to the valuations/prices at those times. If/when a calendar year start and end date values align with a respective peak and trough then that years outcome will obviously tend to be poor. As might a years trough and peak alignment transition tend ...
by seajay
Sat Dec 31, 2022 10:05 am
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1161
Views: 830326

Re: Putin Invades Ukraine II

She's fearful of a nuclear war, in a world ever closer to such from increasing fronts (N Korea, Iran ...etc.). Meh! We're all going to die ... some day. I live in a major city (London) so a near instant death albeit sooner than later - is a better way to go then many other ways. If mankind goes ext...
by seajay
Sat Dec 31, 2022 9:48 am
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1161
Views: 830326

Re: Putin Invades Ukraine II

Long game (perhaps by 2027) https://ec.europa.eu/commission/presscorner/detail/en/ip_22_1511 The European Commission has today [March 2022] proposed an outline of a plan to make Europe independent from Russian fossil fuels well before 2030 We must become independent from Russian oil, coal and gas. W...
by seajay
Sat Dec 31, 2022 5:53 am
Forum: Gold
Topic: Liquidate Some Roth Space to Buy Physical Gold?
Replies: 18
Views: 7213

Re: Liquidate Some Roth Space to Buy Physical Gold?

The PP is potentially good for 'tax harvesting' I don't know about US Roth/IRA ... whatever but consider a case of where ... Capital gains on domestic gold coins are tax exempt, no different to if copper prices rose you don't pay capital gains tax on copper coins (not that really applies anymore as ...
by seajay
Fri Dec 30, 2022 11:03 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1161
Views: 830326

Re: Putin Invades Ukraine II

She's fearful of a nuclear war, in a world ever closer to such from increasing fronts (N Korea, Iran ...etc.). Meh! We're all going to die ... some day. I live in a major city (London) so a near instant death albeit sooner than later - is a better way to go then many other ways. If mankind goes exti...
by seajay
Fri Dec 30, 2022 10:25 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3689
Views: 1658291

Re: The GOLD scream room

Testers such as Sigma Metalytics Precious Metal Verifier PMV PRO are pricey, around $2K, but for regular buyers provide a quick and easy test https://i.postimg.cc/wxZ651w9/sm.png Less expensive ($1K) alternatives are around, but may not penetrate right through and could miss a tungsten core. Seajay...
by seajay
Thu Dec 29, 2022 5:22 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3689
Views: 1658291

Re: The GOLD scream room

I see they suggest not buying 22K gold coins and sticks with 24K for the reason I mentioned above. Is your timbre check what will help me detect a fake if it passes this plastic test? Yes, the ring test needs to be done in combination with the size and weight test. It may be possible to construct a...
by seajay
Thu Dec 29, 2022 4:01 am
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1161
Views: 830326

Re: Putin Invades Ukraine II

Some possibilities yet to come 1. The possible ejection of Russia from the UN. A terrorist organization with a UN veto is laughable. Is The Federation of Russia a Member of the United Nations? Ukraine says they are not. The dissolution of the Soviet Union in December 1991 left unresolved the issue o...
by seajay
Thu Dec 29, 2022 3:43 am
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1161
Views: 830326

Re: Putin Invades Ukraine II

That's the point here. Just because they couldn't have a little foresight to see that flirting with NATO was going to bring huge problems their way, doesn't mean that we should be shipping weapons over there to try to bail them out at the last minute. ... I'm not as cynical as some, but I certainly...
by seajay
Wed Dec 28, 2022 12:11 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1161
Views: 830326

Re: Putin Invades Ukraine II

Western Ukraine is very anti-Russian. Eastern Ukraine leans more toward Russia. ... as socially engineered by Russia. Send in migrants, force schools to only teach in Russian and Russian doctrine. Inciting a war that started eight years ago in response to such a social engineered invasion. Not the ...
by seajay
Wed Dec 28, 2022 12:01 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1161
Views: 830326

Re: Putin Invades Ukraine II

But would you agree, stuper that they have made up their own minds to fight? They are not automatons who are continuing to fight because we're giving them weaponry. (Yes, I do recall previous notes from Silent Majority about the U.S. meddling with Ukraine's gov't. I acknowledge those). Rather, they...
by seajay
Fri Dec 23, 2022 11:33 pm
Forum: Stocks
Topic: Buy and Hold Stock Millionaires
Replies: 31
Views: 9746

Re: Buy and Hold Stock Millionaires

Great stories, for sure. But, for every one of those winners, there are probably at least 10 losers who bought stocks in companies that went bust. LIke, say, Enron. Or Eastman Kodak. Or Woolworths. What would have happened to a person who bought the equivalent of an index fund instead of stock XYZ?...
by seajay
Fri Dec 23, 2022 3:46 am
Forum: Politics
Topic: West Provokes Russia to Protect Russians in Ukraine
Replies: 99
Views: 152671

Re: West Provokes Russia to Protect Russians in Ukraine

I say as an American practicing Christian, God willing Russia will win and teach the warmongering American leadership class to stop meddling in other countries' business, most of which they do not because of a selfless desire to spread freedom and democracy to the rest of the world but just to fatt...
by seajay
Fri Dec 23, 2022 3:11 am
Forum: Permanent Portfolio Discussion
Topic: Huh, 1/N Asset Allocation is Quite Robust
Replies: 12
Views: 3414

Re: Huh, 1/N Asset Allocation is Quite Robust

Interesting. I was not familiar with this but found some more context in a 2011 paper that was also in support. http://arno.uvt.nl/show.cgi?fid=129399 In circa 400 A.D. Jewish Rabbi Issac Bar Aha recommended always to invest a third into land, a third into merchandise and to keep a third at hand. T...
by seajay
Thu Dec 22, 2022 2:21 am
Forum: Gold
Topic: The GOLD scream room
Replies: 3689
Views: 1658291

Re: The GOLD scream room

That Bullion DNA looks pretty cool -- https://www.mint.ca/en/bullion/bullion-dna -- but what about all the old coins? Fascinating, thanks for sharing. Validating my decision to go with the silver maple leafs for this order. Neat. Well, that and the fact that Silver Eagles are around 75% over spot r...
by seajay
Thu Dec 22, 2022 1:59 am
Forum: Politics
Topic: West Provokes Russia to Protect Russians in Ukraine
Replies: 99
Views: 152671

Re: West Provokes Russia to Protect Russians in Ukraine

As I'm reading that line that says "The war can end only in Vladimir Putin's defeat," I'm thinking: or it could end in a huge nuclear conflagration with untold millions of people dead. Pretty much a global catastrophe. UK/West have very finite resources to sustain conventional warfare, weeks. UK ha...
by seajay
Thu Dec 22, 2022 1:37 am
Forum: Politics
Topic: West Provokes Russia to Protect Russians in Ukraine
Replies: 99
Views: 152671

Re: West Provokes Russia to Protect Russians in Ukraine

Defending "Russian's" within Ukraine were "Russian's" installed by Russia. Migration, force educators to only speak Russian and instate Russian states of minds, then rebel and seize.
by seajay
Thu Dec 22, 2022 1:34 am
Forum: Politics
Topic: West Provokes Russia to Protect Russians in Ukraine
Replies: 99
Views: 152671

Re: West Provokes Russia to Protect Russians in Ukraine

Well, I mean, surely you can see the hypocrisy in Boris Johnson's approach, can't you? If the war can end only in Vladimir Putin's defeat (I mean, who writes this stuff? But okay, whatever), then why aren't the UK, US, etc. sending their men and women over there to help shoulder the burden of fight...
by seajay
Wed Dec 21, 2022 6:57 pm
Forum: Politics
Topic: West Provokes Russia to Protect Russians in Ukraine
Replies: 99
Views: 152671

Re: West Provokes Russia to Protect Russians in Ukraine

why aren't the UK, US, etc. sending their men and women over there to help shoulder the burden of fighting and dying? Increasingly more countries are moving away from using the US Dollar as a primary reserve/trading currency. There's less of a concern/issue for Europe/UK about such a move as only t...
by seajay
Wed Dec 21, 2022 12:29 am
Forum: Gold
Topic: The GOLD scream room
Replies: 3689
Views: 1658291

Re: The GOLD scream room

That 'DNA' is a great idea. If I understand correctly each coin in effect having the equivalent of a serial number that can identify it, but in a manner where its nigh on impossible to replicate (at least cost efficiently). No two coins perfectly the same, no matter how hard you might try, where the...
by seajay
Sun Dec 11, 2022 2:31 pm
Forum: Permanent Portfolio Discussion
Topic: PP YTD performance - was it the worst ever?
Replies: 117
Views: 33676

Re: PP YTD performance - was it the worst ever?

Since 2013 (Yellen), and there's been a return to a semi-pegging, a multi-facet gold/dollar standard and as such gold has been flatish/range-bound. Not doing what otherwise might have been expected. As such the PP would seem to be performing more as-expected in other countries, whilst not so in the...
by seajay
Thu Dec 08, 2022 6:48 pm
Forum: Permanent Portfolio Discussion
Topic: PP YTD performance - was it the worst ever?
Replies: 117
Views: 33676

Re: PP YTD performance - was it the worst ever?

Yep...I don't have my data in front of me but correlations have been on the rise for a while now. Since 2013 (Yellen), and there's been a return to a semi-pegging, a multi-facet gold/dollar standard and as such gold has been flatish/range-bound. Not doing what otherwise might have been expected. As...
by seajay
Sat Dec 03, 2022 6:49 pm
Forum: Permanent Portfolio Discussion
Topic: Help a newbie to trust the PP
Replies: 56
Views: 11222

Re: Help a newbie to trust the PP

belgo wrote:
Thu Dec 01, 2022 8:48 am
I believe US PP has indeed performed worse this year;
UK PP down -1.6% YTD.
Blackrock funds ISF, IGLS, IGLT, SGLN

Inflation is up at 10% though (CPI) and older RPI (retail price index) is running at 14%
by seajay
Tue Nov 29, 2022 6:17 am
Forum: Gold
Topic: Gold will rise when Fed stops raising interest rates?
Replies: 54
Views: 18459

Re: Gold will rise when Fed stops raising interest rates?

Kbg wrote:
Mon Nov 28, 2022 3:00 pm
Are you the same seajay as on BH?
My gaming days are long since past, ogame and Halo when I did (20 years ago), never played Bounty Hunter.
by seajay
Mon Nov 28, 2022 10:41 am
Forum: Gold
Topic: Time to buy more physical gold
Replies: 24
Views: 3408

Re: Time to buy more physical gold

Internationally as one board member might be looking to add gold, another might be looking to reduce. For instance gold in non US dollar countries has risen, in the US its down. There are forums around where members exchange (trade) gold, where often the seller is content with spot price as is the b...