I don't see any way out of it. They would have to let inflation run hot and keep interest rates low across the yield curve, not just the short end, by the Fed buying more and more and more and more and more longer term Treasury bonds, so that they could default by inflation... pay the bondholder at ...

There was much more to it than just the logo. https://x.com/robbystarbuck/status/1959097759350378743?s=61 Well then, you can't buy from Chevron and Shell, or take Ozempic / Wegovy from Denmark, drive a European car like a Benz or BMW, you can't fly on Airbus, etc etc etc. Your electrical company ca...

It was a terrible, depersonalized, emotionless design, and say that even I have only eaten there once, not a repeat customer. But why was it called "woke"? This leads me to believe that "woke" is just a catch-all bin for anything that some people don't like.

Taxable gold: pay "uncapped marginal" taxes on the money it cost to buy the gold, I think where we differ is I don't value tax-deferment very much at all, maybe it's not about the gold at all. Given my asset size, and age, I see tax-deferred assets as a liability, and I'm trying to conver...

State Owned Enterprises just stink all the way around. The owner is totally conflicted and can't actually regulate.

Why would I want to subject money removed from an IRA to be taxed at an uncapped marginal rate when the simple act of making it "taxable gold" caps my marginal tax rate at 28%? Yes, you have to have a great income to get there, based on 2025 brackets, but I'm concerned about 2035 brackets....

The gold market suddenly took off to the upside last night when Trump announced that Lisa Cook was fired. I think the market is interpreting it as another attack on Fed independence. TLT interest rate is up today, but not IEF.

For those of you who own Gold in ETF form ... which of the following is your preferred tax location and why? 2) Traditional IRA Trad IRA could be a bad place... because remember, even with taxable accounts gold is treated as Ordinary Income except the marginal tax rate is capped at 28%. With a Trad...

I'd go with IAUM or GLDM

People at my office are going to the restroom talking on their cell phones. The splish-splash of the urinals... the flushing sounds... the groans and fart sounds of stall users... Who does that? Isn't that terribly embarrassing to themselves and rude to the party on the other end? They need to be se...

Jesse Felder posted a chart of the S&P500 from the 1920s until today, showing that the best linear fit of compound annual growth rate (CAGR) is 6.8%. Seems low, but here is the image... what do you think? https://drive.google.com/file/d/1begE8rb6nDpDN3IPRG3hJlm9LTM_2TBW/view?usp=sharing So I won...

So what US government form does the Chinese Communist Party fill out to send money to the US Treasury?

Wow.

but CPI is also the basis for Social Security COLA increases and many other metrics that have a zillion eyes on them. Whatever a defensive allocation for 2025 looks like it doesn't look like the PP of the 1980's IMHO. For example... how tax brackets get indexed! If they rachet up too slowly, it's a...

TIPS & I-Bonds investors face a ‘sky is falling’ moment

Can U.S. economic data be trusted?

https://tipswatch.com/2025/08/10/tips-i ... ng-moment/

That was pretty jaw-dropping. It's an attempt at capital flow control. They don't want organizations settling in gold. They want to push them through SWIFT and the US Dollar. However, if a US firm has a trade surplus with a foreign entity, and would like to settle in gold by having gold sent to them...

Equal weight or maybe a more thoughtful approach is FNDB or FNDX. They own Total US Market or S&P500 respectively, but the weights are based on company fundamentals. Yes, they have underperformed during the bubble formation period. If you want to avoid the bubble, you have to avoid it. You can't...

My phone allows me to limit charging to 80% of capacity. That should extend life

and perhaps adding some dollar-hedged international bonds to nominal Treasuries. If you want to diversify away from the US Dollar assets, why would you want dollar-hedged international bonds which remove currency fluctuations? That's like making sure you pee in the far side of the swimming pool. Ju...

Yeah, Open House Texas Realty tried to buy my property. They made a good offer up front, but then tried to get me to basically refurb it for them... it was crazy. It was typical sleazy car salesman stuff... give you a good cash price for the car, then f**k you on the trade-in and the financing. Zipc...

That's good to know, because a lot of us have machines that won't upgrade to Windows 11 ! I'll make-do with Ubuntu for a while, but eventually I'll need Windoze.

My wife brought me in to see a model home in late May, and we both liked one of the inventory homes the builder had on the market. But the concern was that, at age 64, a mortgage and higher property taxes would scuttle our retirement. So here is how we solved that problem: The new house would cause ...

"I only want reports issued that make me look good. Anything that bruises my snowflake ego will be suppressed." You now really have to wonder whether TIPS capital adjustments, IRS bracket and standard deduction adjustments, and Social Security benefit adjustments are going to be made based...

I had a thought (dangerous, right?). The US auto industry is self-segregating to become a USA-only supplier. The gigantic and costly vehicles and wasteful (of fuel) vehicles here don't sell overseas. So I definitely see a repeat of the 1970s on the move now, where the US auto industry is so un-diver...