Search found 76 matches

by sixdollars
Mon Apr 25, 2016 7:22 pm
Forum: Gold
Topic: Perth Mint Online Depository Program
Replies: 33
Views: 22485

Re: Perth Mint Online Depository Program

I think that's the risk of unallocated in general, not unique to the Perth Mint Perth is charging too much non-storage fees to be cost effective compared to other [pool] allocated storage options. Also, don't you avoid a lot of this by preempting to allocated during uncertain times (i.e. before the...
by sixdollars
Mon Apr 25, 2016 7:15 pm
Forum: Gold
Topic: Perth Mint Online Depository Program
Replies: 33
Views: 22485

Re: Perth Mint Online Depository Program

This is the best news in a long time!!! How can unallocated be 100% backed, yet there is no storage fee? Unlike other depositories, which are merely warehouses, The Perth Mint is a manufacturer of precious metal products and one of the world's largest refiners. Accordingly, we have a substantial re...
by sixdollars
Mon Apr 25, 2016 7:03 pm
Forum: Gold
Topic: Perth Mint Online Depository Program
Replies: 33
Views: 22485

Re: Perth Mint Online Depository Program

Good discussion here. http://gyroscopicinvesting.com/forum/gold/perth-mint/ There are a lot of good posts by the user named Bronsuchecki.  He works there, I think. Isn't that discussion with regards to the certificate program which had a 10k minimum? I believe this new one doesn't have this require...
by sixdollars
Mon Apr 25, 2016 6:42 pm
Forum: Gold
Topic: Perth Mint Online Depository Program
Replies: 33
Views: 22485

Perth Mint Online Depository Program

Have any of you guys looked into this?

https://www.perthmint.com/storage/depos ... ogram.html

I am in the process of opening an account, seems like an easy way to get geographic diversification through them now.  I'm guessing no need to go through the old certificate program? 8)
by sixdollars
Tue Apr 12, 2016 11:01 am
Forum: Other Discussions
Topic: Free copy of my book (featuring PP)
Replies: 41
Views: 23859

Re: Free copy of my book (featuring PP)

Just curious, is the free copy still available?
by sixdollars
Thu Feb 04, 2016 6:17 pm
Forum: Other Discussions
Topic: Overshoot
Replies: 94
Views: 33287

Re: Overshoot

My belief is that human intelligence evolved to be finely attuned to environmental, cultural, economic, etc. changes that occur within one human lifetime.  The reason for this evolutionary adaptation is that there is ZERO survival advantage to being able to detect and address problems that don't oc...
by sixdollars
Tue Feb 02, 2016 6:37 pm
Forum: Other Discussions
Topic: Overshoot
Replies: 94
Views: 33287

Re: Overshoot

Nothing has caused me more cognitive dissonance than overshoot / peak oil.  It's weird, but I find myself flip flopping between not caring about overshoot and peak oil, to caring too much.  It's like when I read about it, it makes so much sense that I cannot logically refute it.  The big picture tak...
by sixdollars
Thu Oct 08, 2015 7:47 pm
Forum: Other Discussions
Topic: Elio Motors -- Emasculating or Genius?
Replies: 39
Views: 14417

Re: Elio Motors -- Emasculating or Genius?

What does everyone think about this as a potential VP move?
by sixdollars
Mon Sep 07, 2015 8:29 pm
Forum: Other Discussions
Topic: thought i would share some of our macro photography shots
Replies: 19
Views: 15806

Re: thought i would share some of our macro photography shots

wildlife is another favorite of ours . took these saturday at the bronx zoo.  this is a nikon d7000 and nikon 18-300mm and a nikon d800 with the  nikon 70-200mm f2.8 https://mm-photography.smugmug.com/ANIMALS/BRONX-QUEENS-ZOO/i-mFMdqmb/0/X2/20150904-_DSC6776-X2.jpg https://mm-photography.smugmug.co...
by sixdollars
Mon Sep 07, 2015 8:28 pm
Forum: Other Discussions
Topic: thought i would share some of our macro photography shots
Replies: 19
Views: 15806

Re: thought i would share some of our macro photography shots

wildlife is another favorite of ours . took these saturday at the bronx zoo.  this is a nikon d7000 and nikon 18-300mm and a nikon d800 with the  nikon 70-200mm f2.8 https://mm-photography.smugmug.com/ANIMALS/BRONX-QUEENS-ZOO/i-mFMdqmb/0/X2/20150904-_DSC6776-X2.jpg https://mm-photography.smugmug.co...
by sixdollars
Fri Sep 04, 2015 3:48 pm
Forum: Permanent Portfolio Discussion
Topic: PSA: I now have a 3-year period with no gains
Replies: 275
Views: 103067

Re: PSA: I now have a 3-year period with no gains

bernsteins opinions and theory's change way to fast himself ,  he changes them far to much to take anything he says  for more than the moment . first he was big on retiree's investing through retirement  using equity's  and bonds for their income ,  then he switched sides in his book the age of the...
by sixdollars
Thu Sep 03, 2015 7:03 pm
Forum: Permanent Portfolio Discussion
Topic: PSA: I now have a 3-year period with no gains
Replies: 275
Views: 103067

Re: PSA: I now have a 3-year period with no gains

ONE single year (2013) makes up the entirety of the 2.6% CAGR difference. All of this angst over one year's worth of underperformance in a historic bull market. You read these threads and you'd think the PP was in the midst of a massive drawdown or something. Seriously, sixdollars quote is on the m...
by sixdollars
Thu Sep 03, 2015 6:48 pm
Forum: Variable Portfolio Discussion
Topic: Long Term Energy Play
Replies: 11
Views: 6646

Re: Long Term Energy Play

Thoughts on COP? XOM? Any long term energy play needs to be based on an understanding of the long term world production profile of conventional oil and the short term spike we are seeing right now in the production of shale oil.  Basically, we are seeing an unanticipated spike in overall world oil ...
by sixdollars
Wed Sep 02, 2015 5:43 pm
Forum: Variable Portfolio Discussion
Topic: Long Term Energy Play
Replies: 11
Views: 6646

Re: Long Term Energy Play

Thoughts on COP? XOM?
by sixdollars
Wed Sep 02, 2015 5:28 pm
Forum: Permanent Portfolio Discussion
Topic: PSA: I now have a 3-year period with no gains
Replies: 275
Views: 103067

Re: PSA: I now have a 3-year period with no gains

well over the 15 years the model i used went from 206k in 2000 to 533k as of last night .  using the same 206k to start where would the pp be as of last night ? According to PeaktoTrough, $542k. MJ KIA...RIP http://motherboard-images.vice.com/content-images/contentimage/no-id/1431114654163272.gif J...
by sixdollars
Wed Sep 02, 2015 5:05 pm
Forum: Permanent Portfolio Discussion
Topic: PSA: I now have a 3-year period with no gains
Replies: 275
Views: 103067

Re: PSA: I now have a 3-year period with no gains

You read these threads and you'd think the PP was in the midst of a massive drawdown or something. Seriously, sixdollars quote is on the money. It's crazy in here. Honestly, I find the craziness to be somewhat entertaining.  I'm not a natural sadist, but some of the claims and justifications that h...
by sixdollars
Wed Sep 02, 2015 4:41 pm
Forum: Permanent Portfolio Discussion
Topic: PSA: I now have a 3-year period with no gains
Replies: 275
Views: 103067

Re: PSA: I now have a 3-year period with no gains

Just curious, but for those of you who are pretty sure that the PP will not work as designed in the future, why are you staying with it?  Do you think that complaining will somehow magically raise your portfolio value?  Bitching is not a good asset to have in any portfolio as far as I know.  Maybe i...
by sixdollars
Wed Sep 02, 2015 4:26 pm
Forum: Permanent Portfolio Discussion
Topic: Signal-to-noise ratio problem
Replies: 24
Views: 9107

Re: Signal-to-noise ratio problem

Others just seem very nervous, though I'm really not sure why. I would guess that it's likely due to the strong contrary opinions being voiced as of late  :-X .. coupled with the PP's tracking error relative to a conventional Boglehead's portfolio.  Those who weren't very confident going into the P...
by sixdollars
Wed Sep 02, 2015 3:59 pm
Forum: Permanent Portfolio Discussion
Topic: PSA: I now have a 3-year period with no gains
Replies: 275
Views: 103067

Re: PSA: I now have a 3-year period with no gains

After all, they created this website and persuaded most of us to invest in this manner. I just feel that for the two of them to disappear literally for months at a time when the PP has gone absolutely nowhere for 3 years and has returned  100+% less than stocks since 2009 borders on negligence. I r...
by sixdollars
Wed Aug 05, 2015 10:22 pm
Forum: Permanent Portfolio Discussion
Topic: The Permanent Portfolio is dead
Replies: 77
Views: 30752

Re: The Permanent Portfolio is dead

Seems to me that a big reason that might explain why many of the forum members and mathjak are not on the same page is likely due to methods used to process information.  Mathjak seems to rely heavily on existing facts and data (i.e. backtesting results).  This seems weird to folks like me because w...
by sixdollars
Fri Jul 31, 2015 7:14 pm
Forum: Permanent Portfolio Discussion
Topic: Is the PP a bet against the USD?
Replies: 18
Views: 8804

Re: Is the PP a bet against the USD?

mathjak107 wrote: no i don't think that is why people hold the pp , i already stated that .
I see, my mistake then
by sixdollars
Fri Jul 31, 2015 6:57 pm
Forum: Permanent Portfolio Discussion
Topic: Is the PP a bet against the USD?
Replies: 18
Views: 8804

Re: Is the PP a bet against the USD?

not everyone's vision of the future in this country is preparing for  total financial collapse and fear mongering .. Just wanted to get this cleared up, but do you think people hold the PP due to a common fear of total financial collapse?  If so, I think you've been sleeping with the wrong "enemy" ...
by sixdollars
Sun Jul 19, 2015 10:30 am
Forum: Permanent Portfolio Discussion
Topic: Why do you use the PP?
Replies: 177
Views: 72276

Re: Why do you use the PP?

what you have to remember is as tried as you think the pp  is it has never experienced what we are in  ever before . low rates , high stock valuations .  that combo can be a huge weight and assets fighting each other does not help the cause since nothing can develop a trend  . as these low rates ri...
by sixdollars
Sat Jul 18, 2015 1:09 pm
Forum: Permanent Portfolio Discussion
Topic: Paradox of Thrift
Replies: 38
Views: 15883

Re: Paradox of Thrift

My understanding is that every dollar in existence is created from a private debt. This is all just off the top of my head but I can only think of two private parties that can take on debt. Businesses and individuals. As long as the businesses continue to expand their debt and in turn create dollar...
by sixdollars
Sat Jul 18, 2015 9:57 am
Forum: Gold
Topic: I Bask in the Awesomeness of Gold
Replies: 41
Views: 18289

Re: I Bask in the Awesomeness of Gold

storage fees    lol hah, to be fair, it's probably similar in many ways to a mutual fund expense ratio (depends on the absolute value of storage fees)... though I guess you might argue that gold has not returned what stocks have to make up for this - of course this ultimately depends on your time h...