Search found 1522 matches

by Kbg
Tue Apr 07, 2020 10:54 pm
Forum: Bonds
Topic: Negative interest rates
Replies: 59
Views: 4506

Re: Negative interest rates

Time to get rid of debt if you got it boys and girls.
by Kbg
Thu Apr 02, 2020 10:24 pm
Forum: Variable Portfolio Discussion
Topic: Combining GB with spread trend
Replies: 15
Views: 549

Re: Combining GB with spread trend

Machine Ghost and I both backtested a lot of tactical approaches to the PP a while back and nothing really looked very promising over the standard PP. He posted more than I did, but I agreed with everything he wrote as my studies indicated the same thing. My personal take is that with the mix of ass...
by Kbg
Thu Apr 02, 2020 9:57 pm
Forum: Gold
Topic: Burned by PHYS - Watch out
Replies: 2
Views: 189

Re: Burned by PHYS - Watch out

Sorry...please forgive a small rant. I find this board focusing on the completely wrong things on some issues. If you buy a gold ETF having it in Switzerland, having it backed by the Perth Mint...what, freaking, ever, is NOT what you should be focused on. You want a very large "too big to fail" high...
by Kbg
Thu Apr 02, 2020 9:42 pm
Forum: Stocks
Topic: Tax-Loss Harvesting Recommendation (Vanguard Total Stock Index)
Replies: 11
Views: 446

Re: Tax-Loss Harvesting Recommendation (Vanguard Total Stock Index)

Read the IRS publication...we have google the fount of all knowledge.
by Kbg
Tue Mar 31, 2020 10:40 am
Forum: Permanent Portfolio Discussion
Topic: Pushing your chips "all in" for the PP
Replies: 14
Views: 2149

Re: Pushing your chips "all in" for the PP

I don't want to open up a can of worms, but if the young PP investor is set on 25% equity, factor tilting (ala Swedroe) can really come in handy. The thing about factors is they go in and out of style for very long periods of time and under/over perform accordingly. I just flat out think the alloca...
by Kbg
Mon Mar 30, 2020 10:42 pm
Forum: Permanent Portfolio Discussion
Topic: Pushing your chips "all in" for the PP
Replies: 14
Views: 2149

Re: Pushing your chips "all in" for the PP

Younger people...more stock, really. 25% is not enough at your age.
by Kbg
Sat Mar 28, 2020 10:46 pm
Forum: Bonds
Topic: Safety of Bond Mutual Funds v. Individual Bonds
Replies: 6
Views: 261

Re: Safety of Bond Mutual Funds v. Individual Bonds

Don't confuse pricing with asset ownership. If you buy an ETF or a Mutual Fund they both represent a pool of assets which are owned by the sponsoring company. You own mutual fund shares or ETF shares, the sponsoring company owns the assets. If you have a good broker you can check what the underlying...
by Kbg
Wed Mar 25, 2020 7:15 pm
Forum: Bonds
Topic: The Bond Dream Room
Replies: 554
Views: 174180

Re: The Bond Dream Room

Kriegsspiel wrote:
Mon Mar 23, 2020 3:49 pm
How will bond yields ever rise again if someone is always there to buy them and "artificially" keep the interest rates down?
And there you have it...why we should not assume anything about interest rates any more.
by Kbg
Wed Mar 25, 2020 7:11 pm
Forum: Bonds
Topic: Safety of Bond Mutual Funds v. Individual Bonds
Replies: 6
Views: 261

Re: Safety of Bond Mutual Funds v. Individual Bonds

I would argue the complete opposite and I think the facts support my assertion. It was clear bond ETFs were providing the only pricing mechanism for most the bond market. Bond pricing completely broke down. The problem is the commercial bond market is one of the last Wall Street bastions of a fixed ...
by Kbg
Tue Mar 24, 2020 10:38 pm
Forum: Variable Portfolio Discussion
Topic: PP Inspired Leveraged Portfolios
Replies: 93
Views: 63133

Re: PP Inspired Leveraged Portfolios

I could not be more pleased at how this has performed.
by Kbg
Tue Mar 24, 2020 10:33 pm
Forum: Other Discussions
Topic: Is Denninger right about the coronavirus?
Replies: 65
Views: 1258

Re: Is Denninger right about the coronavirus?

PAGING KBG!!!!!!!!! Vinny You need to own enough arable land outright to raise a subsistence level of crops, such as vegetables and fruit. You need sufficient livestock, such as chickens and goats, to provide protein and milk. You need the skills to successfully raise both crops and animals. You ne...
by Kbg
Sat Mar 14, 2020 11:46 am
Forum: Cash
Topic: China Govt Digital Currency
Replies: 15
Views: 2676

Re: China Govt Digital Currency

LOL