Hello from Hong Kong!
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- Mon Oct 23, 2023 6:42 am
- Forum: Other Discussions
- Topic: Daily "Check In" Thread For Us
- Replies: 2294
- Views: 1364975
- Sat Oct 21, 2023 11:43 am
- Forum: Other Discussions
- Topic: Daily "Check In" Thread For Us
- Replies: 2294
- Views: 1364975
Re: Daily "Check In" Thread For Us
I listened to the Michael Saylor interview that Lex (Led?) Fridman did and now I'm down a Michael Saylor rabbit hole.
- Fri Oct 20, 2023 11:11 pm
- Forum: Variable Portfolio Discussion
- Topic: I think it’s time to move into crypto
- Replies: 160
- Views: 84492
Re: I think it’s time to move into crypto
Did anyone subsequently move into or move more into crypto since this thread?
- Fri Oct 20, 2023 8:11 pm
- Forum: Other Discussions
- Topic: Daily "Check In" Thread For Us
- Replies: 2294
- Views: 1364975
Re: Daily "Check In" Thread For Us
And, your library has just ONE copy??!! As I stated above: "The library is in an unincorporated village and census-designated place in my town. Its population is 4,500 over 2.3 square miles." Ah, I missed that. Sorry. Lol we don't have the copy yet.. as you can see in the screenshot the b...
- Fri Oct 20, 2023 6:55 pm
- Forum: Other Discussions
- Topic: Daily "Check In" Thread For Us
- Replies: 2294
- Views: 1364975
Re: Daily "Check In" Thread For Us
Vinny, I’m used to you writing statements with a question mark, but a question mark after an ‘I’m sure? My head’s going to explode. O0 It's called tempering my apparent certainty with the possibility of me being completely wrong. We will see which way Smith1776 reveals is correct. We have a populat...
- Wed Oct 18, 2023 11:00 pm
- Forum: Other Discussions
- Topic: Daily "Check In" Thread For Us
- Replies: 2294
- Views: 1364975
- Wed Oct 18, 2023 3:24 pm
- Forum: Other Discussions
- Topic: Daily "Check In" Thread For Us
- Replies: 2294
- Views: 1364975
Re: Daily "Check In" Thread For Us
The Arnold book is really good. If it's at your local library, I highly recommend you check it out. Based upon that recommendation if I see it there I will do so. I was at my local library yesterday and was shocked to see the Elon Musk book which I grabbed (along with about 9 others). Lucky! My loc...
- Tue Oct 17, 2023 9:20 pm
- Forum: Other Discussions
- Topic: The Meme Thread
- Replies: 279
- Views: 247551
- Tue Oct 17, 2023 8:14 pm
- Forum: Other Discussions
- Topic: Daily "Check In" Thread For Us
- Replies: 2294
- Views: 1364975
Re: Daily "Check In" Thread For Us
The Arnold book is really good.
If it's at your local library, I highly recommend you check it out.
If it's at your local library, I highly recommend you check it out.
- Sun Oct 15, 2023 9:28 pm
- Forum: Stocks
- Topic: Small Cap Value seems cheap at the moment
- Replies: 23
- Views: 30316
Re: Small Cap Value seems cheap at the moment
Given equal fees, I actually think that an active factor fund is better than an indexed factor fund. The active fund can't be front run and can engage in better patient trading.
- Fri Oct 13, 2023 8:52 pm
- Forum: Gold
- Topic: Why the big move in gold?
- Replies: 72
- Views: 72708
Re: Why the big move in gold?
I'll tell you EXACTLY fucking why.
Because literally the day before I sold off a huge chunk of gold (long story).
Yeah. Fuck.
Because literally the day before I sold off a huge chunk of gold (long story).
Yeah. Fuck.
- Fri Oct 13, 2023 10:22 am
- Forum: Other Discussions
- Topic: Daily "Check In" Thread For Us
- Replies: 2294
- Views: 1364975
- Wed Oct 11, 2023 8:00 pm
- Forum: Other Discussions
- Topic: Daily "Check In" Thread For Us
- Replies: 2294
- Views: 1364975
Re: Daily "Check In" Thread For Us
Learning to Be Useful today with Schwarzenegger.
- Tue Oct 10, 2023 3:29 pm
- Forum: Politics
- Topic: Rise of the New Right & the Battle for America in 2024
- Replies: 13
- Views: 29312
Re: Rise of the New Right & the Battle for America in 2024
The 2024 race is shaping up to be really interesting.
- Sat Oct 07, 2023 11:11 pm
- Forum: Other Discussions
- Topic: Computer stuff
- Replies: 168
- Views: 44695
Re: Computer stuff
Maybe It's just a temporary thing where I need a "break" from using multiple monitors, but lately I've been feeling like I'm more productive with 1 monitor. With multiple screens there seems to be a great deal more cognitive load as my brain tries to juggle multiple visual stimuli all at o...
- Sat Oct 07, 2023 1:02 pm
- Forum: Other Discussions
- Topic: Daily "Check In" Thread For Us
- Replies: 2294
- Views: 1364975
Re: Daily "Check In" Thread For Us
Had Pop-Tarts for the first time since childhood today. Still pretty tasty. And the s'mores ones are still the best.
- Sat Oct 07, 2023 1:13 am
- Forum: Bonds
- Topic: The Bond Market Sweet Spot
- Replies: 22
- Views: 22883
Re: The Bond Market Sweet Spot
I think the escape velocity concept has merit. More broadly, I think that the Rational Reminder episode on bonds really highlighted how adjusting one's position based on what's actually being offered by credit spreads and the yield curve makes sense. The issue is that these things require time, expe...
- Fri Oct 06, 2023 4:05 pm
- Forum: Bonds
- Topic: The Bond Market Sweet Spot
- Replies: 22
- Views: 22883
Re: The Bond Market Sweet Spot
Just the portfolio labeled as "Conservative Portfolio" included in Portfolio Visualizer as a default option. It appears to be a globally diversified portfolio of stocks and bonds at 40/60.
- Fri Oct 06, 2023 2:29 pm
- Forum: Bonds
- Topic: The Bond Market Sweet Spot
- Replies: 22
- Views: 22883
Re: The Bond Market Sweet Spot
Yeah I wonder what Craig and Tex would be saying today. One of the reasons why the PP performed so admirably the last time we were in a comparable period was because gold went through the roof. The world may be different, and Browne is not here to update his philosophy. As per Saifedean Ammous, gold...
- Fri Oct 06, 2023 9:00 am
- Forum: Bonds
- Topic: The Bond Market Sweet Spot
- Replies: 22
- Views: 22883
Re: The Bond Market Sweet Spot
Above 5% today for the 30-year.
- Tue Oct 03, 2023 2:18 pm
- Forum: Permanent Portfolio Discussion
- Topic: Alright who’s hitting rebalancing bands?
- Replies: 13
- Views: 16585
Re: Alright who’s hitting rebalancing bands?
I had money out of the market for a while due to some real estate stuff happening. And then I switched to a new strategy where my allocations were "reset" to the original 4 x 25%. So I never did end up hitting that rebalancing band.
- Sun Oct 01, 2023 12:44 pm
- Forum: Permanent Portfolio Discussion
- Topic: 24 Things I Believe About Investing
- Replies: 3
- Views: 2750
Re: 24 Things I Believe About Investing
Great post, Vinny. Thanks.
- Sun Oct 01, 2023 2:18 am
- Forum: Other Discussions
- Topic: The Meme Thread
- Replies: 279
- Views: 247551
- Sat Sep 30, 2023 9:26 pm
- Forum: Other Discussions
- Topic: Dawg Pound
- Replies: 292
- Views: 123818
- Fri Sep 29, 2023 7:56 pm
- Forum: Variable Portfolio Discussion
- Topic: Commodity Funds
- Replies: 22
- Views: 10147