Gyroscopic Investing

buddtholomew wrote:

KevinW wrote: Dude, sometimes you slay me. 

Just messing around fellas. These ups and downs don't really phase me as much as they used to. 

Libertarian666 wrote: They laughed when I said I was going to be a stand-up comic.
They're not laughing now.

frugal wrote:

buddtholomew wrote:

KevinW wrote: Dude, sometimes you slay me. 

Just messing around fellas. These ups and downs don't really phase me as much as they used to. 

buddtholomew wrote:

TennPaGa wrote: Ooh, are we doing ambiguous posts again?

Here's one:
===============================

I "hate" the PP.  And buddtholoMEW. 

P.S. Just "kidding". 

Tell me you didn't expect a negative post from me after today's decline? I tried not to disappoint, but have learned not to "freak out" when the PP declines.

dragoncar wrote: It's like every time I have a paycheck coming up, the PP goes "nope! No nw increase for you!"

frugal wrote: Go PP go PP go go go!

frugal wrote: C'monnnnnnnnnn PP!

So many bad months 

Rien wrote:

frugal wrote: C'monnnnnnnnnn PP!

So many bad months 

HB calls it "Tight Money", and he states that there is no possible way to profit from such a phase. It is the only phase where the PP does poorly. However, other investing methods are likely to do even more poorly.
As Richard Russels states it: He who looses least, wins. Though that hardly makes anybody feel better...

frugal wrote:

Rien wrote:

frugal wrote: C'monnnnnnnnnn PP!

So many bad months 

HB calls it "Tight Money", and he states that there is no possible way to profit from such a phase. It is the only phase where the PP does poorly. However, other investing methods are likely to do even more poorly.
As Richard Russels states it: He who looses least, wins. Though that hardly makes anybody feel better...

the biggest fear happened

start a system before a DRAWDOWN

How do you have force to proceed?

Regards!

Rien wrote: HB calls it "Tight Money", and he states that there is no possible way to profit from such a phase. It is the only phase where the PP does poorly. However, other investing methods are likely to do even more poorly.
As Richard Russels states it: He who looses least, wins. Though that hardly makes anybody feel better...

frommi wrote:

Rien wrote: HB calls it "Tight Money", and he states that there is no possible way to profit from such a phase. It is the only phase where the PP does poorly. However, other investing methods are likely to do even more poorly.
As Richard Russels states it: He who looses least, wins. Though that hardly makes anybody feel better...

How can we be in a phase of tight money, when QE is active?
Tight money makes only sense when there is a phase of high inflation und the central banks want to reduce that. But thats not the case currently. Look at Ray Dalio`s video, than you can clearly see that we are in a reflation and that is a phase where the PP was never before because nobody has data from 1930-1970.

frommi wrote:

Rien wrote: HB calls it "Tight Money", and he states that there is no possible way to profit from such a phase. It is the only phase where the PP does poorly. However, other investing methods are likely to do even more poorly.
As Richard Russels states it: He who looses least, wins. Though that hardly makes anybody feel better...

How can we be in a phase of tight money, when QE is active?
Tight money makes only sense when there is a phase of high inflation und the central banks want to reduce that. But thats not the case currently. Look at Ray Dalio`s video, than you can clearly see that we are in a reflation and that is a phase where the PP was never before because nobody has data from 1930-1970.

Rien wrote: I assume you mean the video "how the economy works"? I have seen that.
Just because the Fed replaces dubious assets with money does not mean that there is reflation going on. The Fedx is trying to avoid a system collapse which is imo quite different from a reflation.
In the video RD shows that when the Fed has the interest handle at zero they only have the printing press left. But the society does not want this money since it represents debt of which there is already too much. The only one that could start a reflation in these conditions is the government. And they do not seem to be intent on this.

frommi wrote:I meant that video, but reading your comment i think you looked another one.
Why do you think RD made that video, if he doesn`t think we are in a reflation? To me he clearly has done it because he thinks we are in one and to elaborate why printing money is not bad if kept in balance with debt reduction. Thats the whole point of the vid or am i wrong?

buddtholomew wrote: This portfolio is a gem...down when the equity markets are up and when the equity markets are down. Definitely consistent.

Libertarian666 wrote:

buddtholomew wrote: This portfolio is a gem...down when the equity markets are up and when the equity markets are down. Definitely consistent.

I think you should go with something better, like 200% long in emerging markets. The returns are enormous... and often even positive!

Pointedstick wrote:

Libertarian666 wrote:

buddtholomew wrote: This portfolio is a gem...down when the equity markets are up and when the equity markets are down. Definitely consistent.

I think you should go with something better, like 200% long in emerging markets. The returns are enormous... and often even positive!

Perhaps a 100% gold portfolio? Gold was up today.


Or maybe 100% stocks, since the equity markets seem to be your benchmark. Why not just own the benchmark? Then you'll never have to worry about underperforming it!

Libertarian666 wrote: You are joking, but I'm pretty sure that 100% gold has vastly outperformed the stock market over the past 15 years, and without as big a drawdown.