Search found 767 matches

by whatchamacallit
Sat Jan 31, 2026 6:02 pm
Forum: Gold
Topic: Those of you who track silver
Replies: 92
Views: 214756

Re: Those of you who track silver

Sounds like silver will be $95 at open?




If that is true, then I bet it will be over $100 by the end of the day on Monday.
by whatchamacallit
Fri Jan 30, 2026 5:01 pm
Forum: Permanent Portfolio Discussion
Topic: Improving the PP through simplification
Replies: 7
Views: 304

Re: Improving the PP through simplification

This is what I have been doing for a while now. 33% stocks, 33% treasury bills, 33% gold. I got lucky and just rebalanced out of gold before the latest crash. I believe it was the belangp videos that first got me comfortable with 33% gold with his 67% stocks, 33% gold allocation. https://gyroscopici...
by whatchamacallit
Wed Jan 28, 2026 2:26 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 4125
Views: 3244654

Re: The GOLD scream room

I did just sell some gold right now to rebalance my 1/3 cash, stocks and gold portfolio

Gold was around 5320 at the time

That probably means it will be 6000 by the end of the week but I still have a lot.
by whatchamacallit
Fri Jan 16, 2026 4:28 pm
Forum: Politics
Topic: Greenland
Replies: 24
Views: 1697

Re: Greenland

I can't say that I have read much into the situation but I did read that there is now more European defenses going into Greenland now. I figured that was really the end goal. If he has to threaten to take it over himself to get it to be defended then that ends up being a pretty good deal. Coming off...
by whatchamacallit
Sun Dec 21, 2025 8:38 am
Forum: Permanent Portfolio Discussion
Topic: NTSX and slight Golden Butterfly Lever
Replies: 3
Views: 734

Re: NTSX and slight Golden Butterfly Lever

This post made me look into NTSX since I had never heard of it. It sounds like they are essentially buying treasury bonds on margin using the 10% cash position as collateral? That gives them better margin rates than a traditional margin account? Maybe this will out perform but it doesn't seem worth ...
by whatchamacallit
Sun Oct 12, 2025 3:19 pm
Forum: Permanent Portfolio Discussion
Topic: Long-Term Bond Selection for an International Permanent Portfolio (EU Investor)
Replies: 7
Views: 32823

Re: Long-Term Bond Selection for an International Permanent Portfolio (EU Investor)

Any insurance coverage for deposits in banks?

Rates are not worth long bonds in USA


Something like this might be better?


https://www.how-to-germany.com/bank-accounts/savings/

Just do three assets instead of four?

Stocks, gold, and fiat?
by whatchamacallit
Sun Aug 03, 2025 6:59 am
Forum: Other Discussions
Topic: Cell Phone
Replies: 43
Views: 87891

Re: Cell Phone

But to answer your question asked elsewhere, Vinny: No, I don’t think you’ll be able to type texts on your PC if you have an iPhone. You need a Mac for that. Every other phone: you can still use messages.google.com or an app. (You would be able to use messaging apps like Telegram) I didn't see this...
by whatchamacallit
Sun Aug 03, 2025 4:52 am
Forum: Other Discussions
Topic: Cell Phone
Replies: 43
Views: 87891

Re: Cell Phone

Get yourself a free iPhone from Total Wireless when you port your phone number and pay for 3 months of service: https://slickdeals.net/f/18241279-total-wireless-128gb-apple-iphone-13-90-days-service-new-customers-w-port-in-165-id-verification-req You can then port your phone number back to something...
by whatchamacallit
Thu Jun 19, 2025 9:42 pm
Forum: Permanent Portfolio Discussion
Topic: Do 30-Year Bonds Still Belong in a Permanent Portfolio? 🙀
Replies: 33
Views: 35240

Re: Do 30-Year Bonds Still Belong in a Permanent Portfolio? 🙀

I think Larry Swedroe's oft-cited rule of thumb - 20 basis points in additional interest for each year of additional bond duration - is still a great place to start in terms of looking at duration and interest rate risk. By that metric you'd want to stick with 0-5 year durations right now. Of cours...
by whatchamacallit
Sat May 31, 2025 11:17 pm
Forum: Permanent Portfolio Discussion
Topic: ⌛ Too Late for Bitcoin? Or Just the Right Time? ⚡ Finally Taking the First Step into Bitcoin?
Replies: 18
Views: 33481

Re: ⌛ Too Late for Bitcoin? Or Just the Right Time? ⚡ Finally Taking the First Step into Bitcoin?

At this point I am happy enough making sure my stock fund contains MicroStrategy. That gets me enough exposure to Bitcoin since they hold so much Bitcoin. Think of Bitcoin as a single stock like NVIDIA or Amazon that has done really well. Sure I wish I would have gone all in on those stocks before t...
by whatchamacallit
Sat Feb 15, 2025 10:53 pm
Forum: Variable Portfolio Discussion
Topic: BTC in the PP
Replies: 488
Views: 886949

Re: BTC in the PP

I saw this reposted on twitter and enjoyed the read

A crypto fairy tale

https://www.acadian-asset.com/investmen ... fairy-tale

I do think it has use case myself though in Transferring wealth across borders. I assume this happens and Bitcoin wins this one for now?
by whatchamacallit
Wed Sep 18, 2024 2:26 pm
Forum: Other Discussions
Topic: Are Otterbox Cases Worth It?
Replies: 5
Views: 5305

Re: Are Otterbox Cases Worth It?

Ditching a Phone Case Is the Latest Symbol of Stealth Wealth
https://time.com/6280905/iphone-no-case-rich-people/

Phone cases are for the poor.

With that said, I would never spend extra for OtterBox. I buy whatever looks to be best value in the moment.
by whatchamacallit
Sat Sep 07, 2024 8:07 pm
Forum: Stocks
Topic: S&P's New Index-Cap Rules Apply to Funds With $350 Billion
Replies: 5
Views: 44383

S&P's New Index-Cap Rules Apply to Funds With $350 Billion

In response to the equity market’s growing concentration of Big Tech firms, S&P has announced that it will reduce the weightings of the biggest market leaders in proportion to their capitalization if they surpass certain size thresholds in key industry benchmarks. https://www.tradealgo.com/news...
by whatchamacallit
Mon Aug 19, 2024 4:02 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 4125
Views: 3244654

Re: The GOLD scream room

Is it just me or is anyone else scared of gold crashing from 2500?

I am having thoughts of abandoning gold at these prices.
by whatchamacallit
Wed Aug 07, 2024 4:30 pm
Forum: Other Discussions
Topic: The Sahm indicator just threw a signal - we are in a recession
Replies: 6
Views: 8568

Re: The Sahm indicator just threw a signal - we are in a recession

Interview with Claudia Sahm posted an hour ago:

by whatchamacallit
Sun Apr 28, 2024 12:35 pm
Forum: Bonds
Topic: Just made a purchase at 5.088 for 30 year LTTs
Replies: 46
Views: 71860

Re: Just made a purchase at 5.088 for 30 year LTTs

That has been a tough problem for me as well boglerdude. I have been doing the intermediate term option as my solution by using the GOVT etf which does also have slice of long term treasuries but is effectively an intermediate fund. This has just now made me wonder if an even better option would be ...
by whatchamacallit
Sat Mar 30, 2024 10:11 pm
Forum: Variable Portfolio Discussion
Topic: BTC in the PP
Replies: 488
Views: 886949

Re: BTC in the PP

Thanks for the thought dumps in the last couple of posts. I enjoyed the reads. 425's post left me thinking about why would it be Bitcoin that people save in? I can only think of it as a last ditch effort for savings in a country where you have no legal rights to your savings. The better options in c...
by whatchamacallit
Fri Mar 15, 2024 4:28 pm
Forum: Stocks
Topic: Why Value?
Replies: 24
Views: 31809

Re: Why Value?

I looked at value funds really hard and couldn't bring myself to believe in them. I think for a value fund to continuously work it would have to be a highly active fund. From what I could remember, all of the historical out performance is based on indexes that were not actual funds during the out pe...
by whatchamacallit
Sat Mar 02, 2024 3:02 am
Forum: Variable Portfolio Discussion
Topic: BTC in the PP
Replies: 488
Views: 886949

Re: BTC in the PP

Wow 15%. I am glad it paid off. That would scare me too much with its volatility. 1 or 2% is still about all I think I could stomach but it wouldn't really make any difference at that level so still not in it.


Michael Saylor is for sure a great salesman. He is so entertaining to watch.
by whatchamacallit
Fri Mar 01, 2024 6:03 pm
Forum: Variable Portfolio Discussion
Topic: BTC in the PP
Replies: 488
Views: 886949

Re: BTC in the PP

What percentage would you allocate to bitcoin in your portfolio? Would it be enough to matter?

Why not invest the same amount in a single stock like NVIDIA or MicroStrategy that would have had an even better return over the last year?
by whatchamacallit
Sun Feb 11, 2024 7:13 am
Forum: Politics
Topic: Putin interview
Replies: 7
Views: 7810

Re: Putin interview

Interesting. I don't know that I watched it completely but from what I saw, his intelligence is what I noticed more than anything. The next thing I was shocked by is that he hasn't even spoken to Biden since the conflict started. https://www.rev.com/blog/transcripts/tucker-carlson-interviews-vladimi...
by whatchamacallit
Fri Feb 02, 2024 4:04 pm
Forum: Other Discussions
Topic: Optimal Diet
Replies: 151
Views: 229375

Re: Optimal Diet

Thank you for the reminder of intermittent fasting. This has been a game changer for me. Most recently before that I was trying to just eat healthier with low carb but it was unrealistic for my cravings. I had previously had trouble with intermittent fasting but something was finally able to click i...
by whatchamacallit
Thu Feb 01, 2024 9:00 pm
Forum: Permanent Portfolio Discussion
Topic: Who's putting cash in tax free accounts?
Replies: 2
Views: 3938

Re: Who's putting cash in tax free accounts?

I have also thought about this conundrum and took cash out of Roth accounts. I now just do three equal parts of stocks, gold and intermediate bonds in Roth and traditional retirement accounts. Then save in only cash outside of retirement accounts. It ends up being balanced enough for me. If somehow ...
by whatchamacallit
Sat Jan 20, 2024 3:00 pm
Forum: Permanent Portfolio Discussion
Topic: 25 x 4 or 33 x 3
Replies: 37
Views: 90842

Re: 25 x 4 or 33 x 3

I kind of do 33 x 3 but use a total bond fund more like an intermediate bond fund. I also save cash separately.

It has had more volatility historically but a bit higher return.
by whatchamacallit
Thu Jan 18, 2024 9:13 pm
Forum: Permanent Portfolio Discussion
Topic: US Bank Asset Classes Explained
Replies: 0
Views: 9953

US Bank Asset Classes Explained

I found this interesting. US Bank covers 4 major asset classes that are essentially the 4 parts of the permanent portfolio.

4 major asset classes explained
https://www.usbank.com/financialiq/inve ... ified.html