Search found 287 matches

by Dieter
Thu Apr 02, 2020 5:42 pm
Forum: Stocks
Topic: Stock scream room
Replies: 1134
Views: 221790

Re: Stock scream room

Oilprice.com No one has launched any talks about a potential new oil-production deal to replace the OPEC+ format, Dmitry Peskov, press secretary of Russia’s President Vladimir Putin, said on Thursday, hours after U.S. President Donald Trump said that former friends-turned-foes Saudi Arabia and Russ...
by Dieter
Wed Apr 01, 2020 2:48 am
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 1189
Views: 24821

Re: Coronavirus General Discussion

vnatale wrote:
Wed Apr 01, 2020 12:27 am
https://www.fastcompany.com/90483596/wh ... ontent=rss

What our country can do now to support small businesses
Yup.

Support independent bookstores.
by Dieter
Mon Mar 30, 2020 9:12 pm
Forum: Permanent Portfolio Discussion
Topic: Hidden feature of the Golden Butterfly
Replies: 5
Views: 282

Re: Hidden feature of the Golden Butterfly

GB is a 60/40 tilt to " You may live in interesting times".

"Just" taking 20% from sticks to gold...

And trading total bond for Treasuries.
by Dieter
Sun Mar 29, 2020 8:38 pm
Forum: Other Discussions
Topic: Coronavirus Conspiracy Theories
Replies: 53
Views: 804

Re: Coronavirus Conspiracy Theories

I said I wouldn't be surprised. No idea what they did or didn't do.
by Dieter
Sun Mar 29, 2020 4:00 pm
Forum: Other Discussions
Topic: Coronavirus Conspiracy Theories
Replies: 53
Views: 804

Re: Coronavirus Conspiracy Theories

I wouldn't trust Russia numbers.

But I also can easily believe they responded better to it than the US did.
by Dieter
Sat Mar 28, 2020 10:15 pm
Forum: Permanent Portfolio Discussion
Topic: Trying to make sense of PRPFX performance
Replies: 10
Views: 299

Re: Trying to make sense of PRPFX performance

PRPFX has been something of a thorn in my side when I'm trying to sell people on the PP strategy. They often do Googling and point to the performance of PRPFX as a reason not to invest. I always have to remind them that PRPFX is not the true PP. That find just annoys me. So much active management a...
by Dieter
Sat Mar 28, 2020 3:32 pm
Forum: Permanent Portfolio Discussion
Topic: Who's had to rebalance?
Replies: 18
Views: 643

Re: Who's had to rebalance?

... It's been interesting to me to see a friend's "Larry" Portfolio (with 10% each SCV, EM and TSM and 70% ITT's) experiencing about half the drawdowns of the GB in the market carnage thus far ... Got me curious.... Based on VG funds, 2020 YTD (March 27): TSM : -22% SCV: -35% EM: -25% MM: +.33% (Fe...
by Dieter
Fri Mar 27, 2020 6:35 pm
Forum: Other Discussions
Topic: I shared fake news and feel like an idiot
Replies: 18
Views: 245

Re: I shared fake news and feel like an idiot

Bastard (j.k) --- I shared the general concept with a good friend of mine who lives in Vancouver, BC.

(Not my friend who lives in Vancouver, WA, USA, which sometimes confused me to no end).

But it is true that it could happen in general.

https://m.youtube.com/watch?feature=you ... cqA-9zDmgU
by Dieter
Fri Mar 27, 2020 6:25 pm
Forum: Other Discussions
Topic: I shared fake news and feel like an idiot
Replies: 18
Views: 245

Re: I shared fake news and feel like an idiot

Share what you shared? I'm afraid I've also shared fake news.
by Dieter
Thu Mar 26, 2020 8:28 pm
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 1189
Views: 24821

Re: Coronavirus General Discussion

And, I since learned that many of those in the cruise ship industry are registered under foreign flags to avoid paying U.S. taxes. Vinny Slightly off topic, but if they are doing that what does it tell you? Maybe that US taxes are too high compared to the other options? Why don't they go to the cou...
by Dieter
Thu Mar 26, 2020 5:16 pm
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 1189
Views: 24821

Re: Coronavirus General Discussion

Why indeed. Bars are closed but here come the cruise ships. Makes no sense. Why was Trump always making it a point of emphasis every day that we had to help the airlines industry, the hotel industry...……….the cruise ship industry??!! I did some limited research and it seemed like the entire world w...
by Dieter
Thu Mar 26, 2020 2:06 am
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 1189
Views: 24821

Re: Coronavirus General Discussion

Just found this suit with US numbers (didn't see it mentioned before, assuming no typos in my search):

https://covidtracking.com/us-daily/

Can download raw data if want to play with it yourself (I haven't tried / looked at that).