Search found 3707 matches

by ochotona
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...
by ochotona
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...
by ochotona
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.
by ochotona
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
by ochotona
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.
by ochotona
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
by ochotona
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.
by ochotona
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...
by ochotona
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! ;)
by ochotona
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.
by ochotona
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...
by ochotona
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.
by ochotona
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, ...
by ochotona
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.
by ochotona
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!
by ochotona
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...
by ochotona
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
by ochotona
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 ...
by ochotona
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...
by ochotona
Wed Sep 17, 2025 8:53 am
Forum: Gold
Topic: Gold IRAs
Replies: 3
Views: 3507

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...
by ochotona
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?
by ochotona
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.
by ochotona
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.
by ochotona
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.
by ochotona
Wed Sep 03, 2025 10:01 am
Forum: Gold
Topic: Gold IRAs
Replies: 3
Views: 3507

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...