Gyroscopic Investing

Posted: **Wed Sep 24, 2025 8:53 am**

If I were a Central Bank, I'd want my gold the heck out of Manhattan.

Posted: **Tue Oct 21, 2025 10:42 pm**

Me too. Wasn't it Germany that tried to get some of its reserves back from the Fed bank in New York and it took years just to get a partial repatriation?

Posted: **Wed Oct 22, 2025 7:56 am**

Smith1776 wrote: ↑Tue Oct 21, 2025 10:42 pm Me too. Wasn't it Germany that tried to get some of its reserves back from the Fed bank in New York and it took years just to get a partial repatriation?

France IIRC.

Posted: **Wed Oct 22, 2025 8:01 am**

What I read was that it was Germany, but from vaults in Paris and New York.
Also, Serbia and Italy and earlier, Poland and Romania.

Posted: **Wed Oct 22, 2025 9:44 am**

Here is what I was referring to:

https://en.wikipedia.org/wiki/Nixon_shock wrote:On August 5, 1971, the United States Congress released a report recommending devaluation of the dollar in an effort to protect their currency against "foreign price-gougers".[10] Also in August, French president Georges Pompidou sent a battleship to New York City to retrieve French gold deposits.

Posted: **Wed Oct 22, 2025 9:48 am**

ohhhh. I thought you guys were talking 2025.

Posted: **Wed Oct 22, 2025 10:42 pm**

I didn't realize that the current Shiller P/E was so high...

: Screenshot 2025-10-22 214214.jpg (50.47 KiB) Viewed 2712 times

Posted: **Thu Oct 23, 2025 7:46 am**

Yeah, they’ve been chattering about it on b’h

Posted: **Thu Oct 23, 2025 10:05 am**

many valuation models, wide dispersion, but median is roughly 0% over the next decade.

Posted: **Thu Oct 23, 2025 2:27 pm**

I wonder how much tilting to value or overweighting emerging markets will help over the next decade.

Posted: **Fri Oct 24, 2025 8:20 am**

Smith1776 wrote: ↑Thu Oct 23, 2025 2:27 pm I wonder how much tilting to value or overweighting emerging markets will help over the next decade.

This may help. You don't need an account for RA, just click through the login page.
https://interactive.researchaffiliates. ... terms=REAL

Blackrock
https://www.blackrock.com/institutions/ ... ssumptions

GMO (always extreme)
https://www.advisorperspectives.com/com ... 5?firm=gmo

Vanguard
https://corporate.vanguard.com/content/ ... casts.html

Posted: **Wed Oct 29, 2025 1:40 pm**

My stocks were doing so well before Jerome Powell started talking.

Gyroscopic Investing

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