Search found 3707 matches
- Fri Oct 10, 2025 8:54 am
- Forum: Permanent Portfolio Discussion
- Topic: 💰 What Percentage of Bitcoin Fits into a Permanent Portfolio?
- Replies: 4
- Views: 222
Re: 💰 What Percentage of Bitcoin Fits into a Permanent Portfolio?
"Portfolio optimization studies suggest that around 2.5% of total net worth allocated to Bitcoin through the VP can maximize asymmetrical upside without meaningfully increasing portfolio risk." Optimization studies are like backtesting (in fact, they are backtesting). They use historical d...
- Wed Oct 08, 2025 8:26 am
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 4011
- Views: 2880807
Re: The GOLD scream room
I had to buy a bunch of miners for Dad’s stock newsletter that he likes. They’ve been going gangbusters along with the rest of the market. What is this "had to"? Did someone hold a gun to your head? Look at the weekly RSI of the ratio GDXJ:$GOLD on stockcharts.com that is really a risky p...
- Tue Oct 07, 2025 11:51 am
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 4011
- Views: 2880807
Re: The GOLD scream room
I sold my junior miners and bought gold ETF. If gold corrects, junior miners will get executed. I don't need that! I'm nor going to get greedy.
- Sun Oct 05, 2025 6:12 pm
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 4011
- Views: 2880807
Re: The GOLD scream room
$3913 spot at Kitco
- Tue Sep 30, 2025 8:21 am
- Forum: Gold
- Topic: Gold tax location
- Replies: 15
- Views: 7699
Re: Gold tax location
Thanks for the year-end summary information, I'll feed it to my CPA.
- Tue Sep 30, 2025 8:20 am
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 4011
- Views: 2880807
Re: The GOLD scream room
Gold and the miners have come so far so fast I have to think there will be a correction. How much, how long??? IDK
- Wed Sep 24, 2025 8:53 am
- Forum: Stocks
- Topic: Stock scream room
- Replies: 1550
- Views: 1100312
Re: Stock scream room
If I were a Central Bank, I'd want my gold the heck out of Manhattan.
- Tue Sep 23, 2025 2:59 pm
- Forum: Gold
- Topic: Gold tax location
- Replies: 15
- Views: 7699
Re: Gold tax location
ETFs in taxable are a PITA because most of them are setup as trusts, and trust expenses are not allowed to be part of your cost basis. So every year you have to track the expenses and then keep a special sheet so you can subtract them from your basis when you sell. Physical in taxable is a no brain...
- Tue Sep 23, 2025 2:50 pm
- Forum: Stocks
- Topic: Stock scream room
- Replies: 1550
- Views: 1100312
Re: Stock scream room
Did J. Powell really say today that stocks are overvalued? I'm at work, haven't seen the video. Government shutdown in 8 days? Should all be great for stocks. Buy that dip! 

- Tue Sep 23, 2025 2:31 pm
- Forum: Bonds
- Topic: BLS and Jobs Report Major Revision
- Replies: 3
- Views: 5030
Re: BLS and Jobs Report Major Revision
They also backdate the start of recessions by sometimes more than a year! The stock market always knows... BLS does not.
- Tue Sep 23, 2025 8:28 am
- Forum: Politics
- Topic: Why was failed Craker Barrel logo called "woke"?
- Replies: 9
- Views: 12963
Re: Why was failed Craker Barrel logo called "woke"?
What I really dislike about DEI impacts on advertising and PR is that minorities and women are being cancelled, too. Case in point... Washington Redskins, and Land O Lakes Butter, Aunt Jemima Pancakes. Kind of creepy stereotypes or tropes, OK, got it. But instead of putting on positive role models a...
- Tue Sep 23, 2025 8:14 am
- Forum: Other Discussions
- Topic: Linux, continued
- Replies: 70
- Views: 29802
Re: Linux, continued
I just keep using Ubuntu because I'm used to it. I have a dual-boot machine Win and Lin, but it's Win 10 and can't be upgraded, I'm just never going to boot it up in Windows any longer. Our family room PC won't upgrade to 11, so that looks like a Linux box as well. Maybe I'll use it as a file server.
- Tue Sep 23, 2025 8:11 am
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 4011
- Views: 2880807
Re: The GOLD scream room
bogleheads in shambles. Gold is dumb but wait Trump is dumb and America Bad now Seajay's a busy bee over there for those getting bored So, what would cause the Fed to bring the pain like Volker? Country isn't run by Men anymore. We will never see a Volker response. We will see yield curve control, ...
- Tue Sep 23, 2025 8:06 am
- Forum: Gold
- Topic: What percentage of spot would you accept?
- Replies: 7
- Views: 3594
Re: What percentage of spot would you accept?
So I went back to Texas Precious Metals and sold my Maple Leaves out of my IRA for 1.8% below spot. That was acceptable to me.
Now I'm 8% miners, 7% actual physical in my possession, I'm levered up because of miners and exposed something like ~23% gold price movements.
Now I'm 8% miners, 7% actual physical in my possession, I'm levered up because of miners and exposed something like ~23% gold price movements.
- Wed Sep 17, 2025 2:37 pm
- Forum: Bonds
- Topic: Long-term yields keep rising as Trump amps up fight for Fed control
- Replies: 14
- Views: 10918
Re: Long-term yields keep rising as Trump amps up fight for Fed control
See what you did now ?!?!?
Fed cuts 0.25%
IEF is down, TLT is down.
People are going to be mad that mortgage rates aren't going down today!
Fed cuts 0.25%
IEF is down, TLT is down.
People are going to be mad that mortgage rates aren't going down today!
- Wed Sep 17, 2025 11:04 am
- Forum: Other Discussions
- Topic: Society’s veneer has gotten thinner
- Replies: 13
- Views: 3889
Re: Society’s veneer has gotten thinner
It's all so stupid, because to me it's so obviously a divide-and-conquer and clickbait-merch-grift scheme on both sides. The consultant class does it because its profitable. I think people were ready to vote for Bernie before the consultant class crowned Hillary voted for Trump because they wanted a...
- Wed Sep 17, 2025 11:02 am
- Forum: Gold
- Topic: What percentage of spot would you accept?
- Replies: 7
- Views: 3594
Re: What percentage of spot would you accept?
I have Krugerrands, Maple Leaves, Aussie Kangaroos, US Mint Buffaloes, all 1 oz
- Wed Sep 17, 2025 9:17 am
- Forum: Other Discussions
- Topic: Society’s veneer has gotten thinner
- Replies: 13
- Views: 3889
Re: Society’s veneer has gotten thinner
Let's talk about civil war. I think this is more inward navel-gazing by Americans. What does war run on? People are needed to do the soldiering, for sure. What else? MONEY. Wars run on money. A great line spoken by Wellington or his assistance in "Sharpe's Rifles". If the USA arrives at a ...
- Wed Sep 17, 2025 9:04 am
- Forum: Politics
- Topic: Left wing economics
- Replies: 20
- Views: 3616
Re: Left wing economics
For my whole entire life, I have favored conservative, right-of center economics. However, I have learned that is NOT what they do. They SAY they do it to gain votes and support from us minions, but they don't do it. Republicans and also Democrats reward political contributors with carve-outs, tax f...
Re: Gold IRAs
After the recent "rhino horn" advance in gold, I'm going to shut down the GST Roth IRA. I have plenty of physical, and I just need some gold exposure in ETF form for greater liquidity. So the proceeds will go over in a tax-free custodian-to-custodian transfer to Schwab, then I'll buy proba...
- Tue Sep 16, 2025 6:03 pm
- Forum: Gold
- Topic: What percentage of spot would you accept?
- Replies: 7
- Views: 3594
What percentage of spot would you accept?
I'm trying to sell a few 1 oz bullion gold coins and was offered 4% below spot. That wasn't my expectation so I walked away. Is it possible to get 98% of spot or is that wishful thinking?
- Wed Sep 10, 2025 9:41 am
- Forum: Gold
- Topic: Those of you who track silver
- Replies: 37
- Views: 149230
Re: Those of you who track silver
FYI the 1980 silver high in 2025 Dollars is $192.50
If we ever get into that territory... you might want to sell some.
If we ever get into that territory... you might want to sell some.
- Wed Sep 03, 2025 10:09 am
- Forum: Gold
- Topic: Those of you who track silver
- Replies: 37
- Views: 149230
Re: Those of you who track silver
Jordan Roy-Bryne has studied past silver bull markets, and points out that it's entirely possible that 12-18 months after gold breaks $50 it could be in the $90s. He shows analog charts. It's just in the last few days on YouTube, "The Daily Gold" channel.
- Wed Sep 03, 2025 10:06 am
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 4011
- Views: 2880807
Re: The GOLD scream room
If you want to rebalance gold, wait until the gold price dips below its own 200 day moving average. Don't check more than once a month. Check at the end of the month, the last trading day. You won't get the peak, you never can, but loss of 200 day MA could indicate a broken uptrend.
Re: Gold IRAs
I've had the Gold Star Trust Roth IRA since February 2018. They moved from Canyon TX to Amarillo TX after their parent bank was acquired by another bank. It has been OK, but the customer service isn't like what you'll find at Schwab. There are lots of PDF fillable forms to deal with, instead of onli...