Search found 14246 matches

by dualstow
Wed Mar 13, 2013 10:00 am
Forum: Gold
Topic: The Golden Dilemma
Replies: 9
Views: 6095

Re: The Golden Dilemma

In June 2012, Boglehead Librarian Barry Barnitz actually posted a link in this forum to what I think is the same paper, even though the abstract is not exactly the same.http://gyroscopicinvesting.com/forum/http://77.104.139.218/~gyroscop/phpBB3/viewtopic.php?t=1 PointedStick, you are consistent in y...
by dualstow
Wed Mar 13, 2013 8:26 am
Forum: Gold
Topic: How important is it for gold ETF to be denominated in my local currency?
Replies: 7
Views: 5938

Re: How important is it for gold ETF to be denominated in my local currency?

Ah, that's everything I wanted to know. Thanks, much appreciated!
And of course, you're right: the pp strategy is all about holding bullion, not numismatic coins.
by dualstow
Wed Mar 13, 2013 7:54 am
Forum: Gold
Topic: How important is it for gold ETF to be denominated in my local currency?
Replies: 7
Views: 5938

Re: How important is it for gold ETF to be denominated in my local currency?

I believe Craig already recommended ZGLD to you in this thread (as a second option after checking out overseas accounts). And he knows you're in Israel, not Switzerland, so... Meanwhile, you never did answer about the Jerusalem of Gold series of coins. Are those the ones with the 10% premium that yo...
by dualstow
Tue Mar 12, 2013 7:32 pm
Forum: Other Discussions
Topic: What do NYC residents think of Michael Bloomberg?
Replies: 46
Views: 15365

Re: What do NYC residents think of Michael Bloomberg?

Ironically, the judge blocked it because it was too lenient!  As in, not all the retail outlets that serve food were covered by the law.  Under the new law, 7-11 convenience stores could still sell 64 oz sugary  double big gulps, whereas the  bodega convenience store across the street was limited t...
by dualstow
Tue Mar 12, 2013 11:32 am
Forum: Other Discussions
Topic: Yugo version of everything
Replies: 17
Views: 6811

Re: Yugo version of everything

McDonald's hamburgers (versus the original form brought over by German immigrants). By the same token, iceberg lettuce and those big ass tomatoes that are bred for shelf life and cold resistance as well as Yugo pricing, rather than for nutrition or flavor. Spam (the food product) Plastic-hair shavin...
by dualstow
Mon Mar 11, 2013 10:19 am
Forum: Permanent Portfolio Discussion
Topic: PP Tweak
Replies: 30
Views: 12226

Re: PP Tweak

buddtholomew wrote: Excuse my ignorance, but how do i reconcile Kshartle and AgAuMoney responses?
Looks like it's up to you. :-)
by dualstow
Mon Mar 11, 2013 10:15 am
Forum: Permanent Portfolio Discussion
Topic: Troubled Waters Ahead for the PP
Replies: 64
Views: 27067

Re: Troubled Waters Ahead for the PP

That is why I think Harry backed into the macroeconomic condition explanation for the 4x25 version, rather than considering macroeconomic conditions and then fitting assets to them. Regardless of how he got there, the 4x25 HBPP is a marvelous thing, and his writings are filled with pearls of wisdom...
by dualstow
Sun Mar 10, 2013 6:09 pm
Forum: Cash
Topic: Where do you keep your cash?
Replies: 37
Views: 19033

Re: Where do you keep your cash?

(never mind)
by dualstow
Sun Mar 10, 2013 2:11 pm
Forum: Cash
Topic: Where do you keep your cash?
Replies: 37
Views: 19033

Re: Where do you keep your cash?

@rickb: yup, that was basically Harry Browne's viewpoint in Best Laid Plans.
by dualstow
Sun Mar 10, 2013 8:56 am
Forum: Cash
Topic: Where do you keep your cash?
Replies: 37
Views: 19033

Re: Where do you keep your cash?

BTW I notice you don't have I Bonds except those old paper ones? Yes, but only because I got locked out of my account by bungling the password. I have to fill out a form at a bank to unlock it and I haven't bothered. One of these days years. In principle, I have nothing against I Bonds.   A lot of ...
by dualstow
Sun Mar 10, 2013 8:10 am
Forum: Cash
Topic: Where do you keep your cash?
Replies: 37
Views: 19033

Re: Where do you keep your cash?

Not that it would determine what I hold, but are t-bills state-tax-free the way 30-YR bonds are?
I don't know because I only recently started holding them. (Let's pretend t-bills are actually paying something).
by dualstow
Sat Mar 09, 2013 3:51 pm
Forum: Cash
Topic: Where do you keep your cash?
Replies: 37
Views: 19033

Re: Where do you keep your cash?

I was just thinking about this on my walk. ( Gosh it's nice outside today ). I have: money market funds vanguard's treasury money market fund (soft-closed at present) SHY 6-mo bills 1-YR bills 2-YR notes 3-YR notes Eventually, I will organize these into some kind of ladder. In my VP, I have I-Bonds ...
by dualstow
Sat Mar 09, 2013 10:16 am
Forum: Permanent Portfolio Discussion
Topic: Troubled Waters Ahead for the PP
Replies: 64
Views: 27067

Re: Troubled Waters Ahead for the PP

Putting things in perspective, the last time I rebalanced was more then 2 years ago and although year to date I am down just under 1%, My portfolio increased just under 21% from last re-balance. I came close to re balancing  but I never hit the 15/35 bands, I was close (33%) but I thought if I re b...
by dualstow
Fri Mar 08, 2013 5:47 pm
Forum: Permanent Portfolio Discussion
Topic: Troubled Waters Ahead for the PP
Replies: 64
Views: 27067

Re: Troubled Waters Ahead for the PP

... Somewhere, I read a study  comparing the happiness of two different groups of people: (1) Those with an income of around 75K/year living in a neighborhood where the mean income was 50k, and (2) individuals with an income of 100K a year, but living in a neighborhood with a mean income of 150K. D...
by dualstow
Fri Mar 08, 2013 2:01 pm
Forum: Permanent Portfolio Discussion
Topic: Troubled Waters Ahead for the PP
Replies: 64
Views: 27067

Re: Troubled Waters Ahead for the PP

Kshartle wrote: Would you guys feel better if the PP was down 5% and S&P down 30% or PP up 5% and S&P up 30%?

I personally would feel much better about the former.
Hah, that's perfect. I want the pp to go up, but perhaps the former is more pleasing for some reason.
by dualstow
Fri Mar 08, 2013 9:19 am
Forum: Permanent Portfolio Discussion
Topic: Troubled Waters Ahead for the PP
Replies: 64
Views: 27067

Re: Troubled Waters Ahead for the PP

I think there was a thread last year in which the question was asked, "What would make you abandon the pp?" And if I remember correctly, Medium Tex's answer was something like "3 consecutive years of (a loss)." I'm doing to adopt the same checkpoint. But, I've seen dramatic drops...
by dualstow
Fri Mar 08, 2013 7:37 am
Forum: Other Discussions
Topic: Compact Fluorescent Light Bulbs: A New Cancer Risk in Your Home
Replies: 14
Views: 5321

Re: Compact Fluorescent Light Bulbs: A New Cancer Risk in Your Home

Could be, AgAu. I figured that maybe they darkened it just to emphasize the light and its range for the photo.
Still, I couldn't help but think the poor schmuck's reading in the dark.
http://ecx.images-amazon.com/images/I/7 ... L1500_.jpg
At least he's not overdosing on UV rays.
by dualstow
Fri Mar 08, 2013 7:32 am
Forum: Permanent Portfolio Discussion
Topic: Active Managers are Getting Clobbered
Replies: 4
Views: 2120

Re: Active Managers are Getting Clobbered

Not if you have the right mindset and pick the right stocks, Steinmetz said. "Stock picking is always going to be the way to get superior returns if you focus on picking great companies," he said. This is what you call a circular argument of very small radius  :) It reminds me of the Will...
by dualstow
Fri Mar 08, 2013 7:30 am
Forum: Permanent Portfolio Discussion
Topic: Troubled Waters Ahead for the PP
Replies: 64
Views: 27067

Re: Troubled Waters Ahead for the PP

Are you going to change your strategy?
by dualstow
Thu Mar 07, 2013 7:55 pm
Forum: Permanent Portfolio Discussion
Topic: Challenge Buffet
Replies: 16
Views: 7400

Re: Challenge Buffet

Thanks, Ryan. That's how I remembered it (but I didn't trust my memory of your post).
Even if I never get to rebalance, this sure is a smoother ride than when I was 90+% in equities. Well worth the sounder sleep.
by dualstow
Thu Mar 07, 2013 3:48 pm
Forum: Permanent Portfolio Discussion
Topic: Challenge Buffet
Replies: 16
Views: 7400

Re: Challenge Buffet

I guess I don't even really see my 30 year Treasury bonds as an "investment." I see them as an amazing hedge with respect to equities that happens to have a small expected return. Even though they are probably only the 3rd most likely to hit the 35% band -- have they ever hit in the histo...
by dualstow
Thu Mar 07, 2013 3:44 pm
Forum: Other Discussions
Topic: What Car Do You Drive?
Replies: 48
Views: 18900

Re: What Car Do You Drive?

But except for NYC, we don't have anything like European rail systems and urban anti-sprawl.  Maybe forum members from there could comment, but my impression is that cars are a luxury item not to be used on a daily basis in most places.  The idea that you jump in your car to go to work or run routi...
by dualstow
Thu Mar 07, 2013 12:40 pm
Forum: Other Discussions
Topic: winter weather hyperbole?
Replies: 9
Views: 3149

Re: winter weather hyperbole?

Yeah, I never understand why Americans stock up on bread and milk before a storm. I mean, I get that they're perishable staples but taking a look at the waistlines out there, how about doing without for a day or two?
by dualstow
Thu Mar 07, 2013 12:36 pm
Forum: Permanent Portfolio Funds
Topic: Heavy in PRPFX
Replies: 35
Views: 25498

Re: Heavy in PRPFX

portart wrote: It is really bothering me that PRPFX is showing so little movement now.
But you enjoyed a 10% annualized gain in PRPFX for quite some time. You've done well!
by dualstow
Thu Mar 07, 2013 7:04 am
Forum: Other Discussions
Topic: Compact Fluorescent Light Bulbs: A New Cancer Risk in Your Home
Replies: 14
Views: 5321

Re: Compact Fluorescent Light Bulbs: A New Cancer Risk in Your Home

As far as I know, they are just full spectrum lightbulbs.  The blue wavelength seems to be what is helpful for SAD which you could say is due to melatonin not being completely shut of and insufficient Vitamin D (which does require UV).  But with news of CFLs not actually shielding UV rays, I'd trea...