Search found 2153 matches

by I Shrugged
Sat May 17, 2025 3:52 pm
Forum: Permanent Portfolio Discussion
Topic: 💸 Is Rebalancing the Permanent Portfolio Costing You More Than You Think? 🤔
Replies: 11
Views: 2827

Re: 💸 Is Rebalancing the Permanent Portfolio Costing You More Than You Think? 🤔

Luck or did you time it I had sold some commercial property, and was going to be hit with significant capital gains taxes. As stocks and commercial bonds fell throughout the latter part of the year, I kept selling, booking losses, and replacing with similar components. I wiped out my gains while st...
by I Shrugged
Thu May 15, 2025 8:44 pm
Forum: Permanent Portfolio Discussion
Topic: 💸 Is Rebalancing the Permanent Portfolio Costing You More Than You Think? 🤔
Replies: 11
Views: 2827

Re: 💸 Is Rebalancing the Permanent Portfolio Costing You More Than You Think? 🤔

I’ve mentioned this before. I bought all my positions near the bottom in the 08-09 crash. As such, the stocks and gold have huge unrealized gains. Selling anything would be quite expensive. So I don’t. Now the stocks are 40-some percent. That’s fine. I could rationalize it as having a PP with a side...
by I Shrugged
Mon May 12, 2025 6:18 am
Forum: Permanent Portfolio Discussion
Topic: Barrons article on the PP
Replies: 3
Views: 1328

Re: Barrons article on the PP

Basically it’s not a ground breaking article. Just the usual stuff.
by I Shrugged
Mon May 12, 2025 6:15 am
Forum: Permanent Portfolio Discussion
Topic: Barrons article on the PP
Replies: 3
Views: 1328

Re: Barrons article on the PP

I don’t have a better link. Interestingly it was not paywalled for me. There was an overlay that I was able to click away. Edit, I tried it now, and can’t get in.
by I Shrugged
Mon Apr 21, 2025 7:17 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3952
Views: 2557711

Re: The GOLD scream room

perfect_simulation wrote: Mon Apr 21, 2025 6:08 pm Image
;D ;D ;D
by I Shrugged
Tue Apr 08, 2025 6:17 pm
Forum: Politics
Topic: Trump is the kind of person who would sign an EO to...
Replies: 5
Views: 2840

Re: Trump is the kind of person who would sign an EO to...

No president should be able to do any of that, frankly.
by I Shrugged
Mon Apr 07, 2025 7:24 pm
Forum: Politics
Topic: What’s going on in the UK?
Replies: 14
Views: 5188

Re: What’s going on in the UK?

Shocking. Have you given any thought to emigrating somewhere? I know it’s not that simple.
by I Shrugged
Wed Mar 19, 2025 12:52 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3952
Views: 2557711

Re: The GOLD scream room

Here is a good article on the US government gold, and the various actions and reactions since FDR confiscated gold.

And if you don’t laugh at the name of one of the men mentioned in the article, you’re probably not immature like me.

https://www.theflyingfrisby.com/p/the-m ... ricas-gold
by I Shrugged
Tue Mar 18, 2025 4:09 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3952
Views: 2557711

Re: The GOLD scream room

Ugly_Bird wrote: Tue Mar 18, 2025 3:55 pm
sophie wrote: Sun Mar 16, 2025 6:37 pm Sitting tight.
Just was thinking.
The Gold portion of my 4x25 HBPP is close to 30%.
In order to reach 35% bracket it should get to $3500.
Is it even realistic?
Every once in a while, gold goes straight up. So yes, I think it's realistic.
by I Shrugged
Mon Mar 17, 2025 6:49 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3952
Views: 2557711

Re: The GOLD scream room

I’m kind of skeptical that I’ll ever rebalance gold. l’m starting to think of it as part of its own portfolio. It’s not part of my retirement savings. It’s not to be touched except as a last resort. Added to when excess cash is on hand. Passed down to my children with these same instructions, along...
by I Shrugged
Wed Mar 12, 2025 6:21 pm
Forum: Variable Portfolio Discussion
Topic: ex-US stocks rising
Replies: 34
Views: 24554

Re: ex-US stocks rising

VEU is beating the US stocks?? Be still my heart! My diversification from 2008 is finally starting to work!
Where are the dancing banana emoticons?
by I Shrugged
Wed Mar 12, 2025 6:15 pm
Forum: Politics
Topic: DOGE
Replies: 7
Views: 4801

Re: DOGE

Can't wait until they get to the Defense Department budget and identify all the waste in providing all the jobs programs for the constituents of those in Congress and the Senate. Spending that would go away if not the desire to provide these needless jobs programs. That is where the REAL money is. ...
by I Shrugged
Wed Mar 12, 2025 6:14 pm
Forum: Politics
Topic: DOGE
Replies: 7
Views: 4801

Re: DOGE

I'm waiting for them to get to the bottom of the beneficial relationships between govt officials and NGOs. I have to think there will be people from both parties exposed.
by I Shrugged
Sun Mar 02, 2025 2:51 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1386
Views: 1439254

Re: Putin Invades Ukraine II

Here's a CBS News account from insiders about how the dog and pony show went sideways. It seems like VZ is a bit of a loose cannon. Not saying Trump isn't as well. Trump should have just recessed the meeting for a few minutes instead of reacting to VZ, and then hashed it out in private. It wasn't th...
by I Shrugged
Fri Feb 28, 2025 8:40 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1386
Views: 1439254

Re: Putin Invades Ukraine II

Here’s 8 minutes better explaining why Trump is doing the right thing, why we should be talking to Putin, and what the outcome will look like.

https://youtu.be/ZVG4YWw3Fqo?si=OkwaEbk95-huRgOX
by I Shrugged
Fri Feb 28, 2025 8:26 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1386
Views: 1439254

Re: Putin Invades Ukraine II

Just to clarify, I don’t like Putin at all. But he’s there. And just like Al Qaeda and other bad actors, if you push enough of their buttons, you bear some responsibility for what happens. Because they told everyone what their red lines were. And of course we crossed them. And it wasn’t due to clums...
by I Shrugged
Thu Feb 27, 2025 1:09 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1386
Views: 1439254

Re: Putin Invades Ukraine II

dualstow wrote: Wed Feb 26, 2025 6:18 pm Putin’s own speeches make his lust for empire pretty clear.
Are we talking about Belarus, or Hungary for example?

If it's Belarus, should we fight Russia to prevent it? I'm not trying to be a jerk. I think it's a very good question. My answer is no, it's none of our business.
by I Shrugged
Wed Feb 26, 2025 6:19 pm
Forum: Politics
Topic: Ross Ulbricht pardoned
Replies: 38
Views: 10654

Re: Ross Ulbricht pardoned

But abolishing the practice altogether would mean we'll need more courts, more judges, more attorneys, and more tax dollars. It would also mean that for all practical purposes, only legitimate charges would be brought. That seems like a good thing. Maybe plea bargaining should carry a requirement t...
by I Shrugged
Wed Feb 26, 2025 6:12 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1386
Views: 1439254

Re: Putin Invades Ukraine II

coasting wrote: Mon Feb 24, 2025 4:29 pm Putin's ambitions are not limited to 20% of Ukraine's territory.
What’s your basis for that?

What should be done about the war?
by I Shrugged
Sat Feb 22, 2025 11:35 am
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1386
Views: 1439254

Re: Putin Invades Ukraine II

In the 90s NATO expanded to include former Eastern Block states, despite a US promise not to do so. We bombed Serbia, outside of UN rules. (If that matters anyway.) In 2000 the US sponsored the overthrow of a Serbian government friendly to Russia. In 2003, the same for Georgia. In 2004 and 2014, Ukr...
by I Shrugged
Sat Feb 22, 2025 11:03 am
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1386
Views: 1439254

Re: Putin Invades Ukraine II

glennds wrote: Sat Feb 22, 2025 4:17 am

From AP article February 21, 2025

Of course the AP would never omit or skew anything, right?
by I Shrugged
Sat Feb 22, 2025 10:51 am
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1386
Views: 1439254

Re: Putin Invades Ukraine II

duplicate
by I Shrugged
Sat Feb 22, 2025 10:49 am
Forum: Gold
Topic: Good experience selling to JM Bullion
Replies: 21
Views: 24505

Re: Good experience selling to JM Bullion

pmbug wrote: Sat Feb 22, 2025 7:22 am

Recently, the IRS clarified their rules and some dealers are now saying that 1099b reporting only applies to transactions involving large bars that could be use to settle futures contracts (watch from ~2:20 until ~5:20):

Super! Thanks.
by I Shrugged
Mon Feb 17, 2025 7:31 pm
Forum: Politics
Topic: Ross Ulbricht pardoned
Replies: 38
Views: 10654

Re: Ross Ulbricht pardoned

If we believe the prosecutions were mishandled by Biden's DOJ, but we still believe in rule of law as a cornerstone of society..... then why not re-open all the cases and re-prosecute them the "right" way? Is that even possible, legally? Logistically there were, what, 1500 cases? Just to ...