Search found 1324 matches

by boglerdude
Sat May 04, 2024 3:40 am
Forum: Politics
Topic: Disconnecting productivity from consumption
Replies: 8
Views: 210

Re: Disconnecting productivity from consumption

Debt? Backed by what assets and can you just print it? (Japan vs Argentina) Rates? Whose rate. What my neighbor will lend to me for, or what rate the Fed will lend to me, when they want to interfere with the economy? https://old.reddit.com/r/Libertarian/comments/1cjdjn8/they_dont_understand_how_the_...
by boglerdude
Fri May 03, 2024 8:05 pm
Forum: Cash
Topic: iBonds / TreasuryDirect
Replies: 8
Views: 4286

Re: iBonds / TreasuryDirect

4.28%. . .considering what they did to M2. . .and ibonds are supposed to be for the little guy. Meanwhile banks harvesting 5% on the cash they got handed in '09. something something social contract

What happens if the Fed stops paying them

https://fred.stlouisfed.org/series/M2SL
by boglerdude
Sun Apr 28, 2024 10:19 pm
Forum: Permanent Portfolio Discussion
Topic: New interview with Craig Rowland
Replies: 53
Views: 3945

Re: New interview with Craig Rowland

Those days might be over as of 2008. The easy money is population growth ie lending new households your money for house, car, and education. If you want passive returns with shrinking family-formation you need to take risks on startups etc, and theres a lot of competition. Savings glut.
by boglerdude
Sat Apr 27, 2024 9:29 pm
Forum: Politics
Topic: Taxes
Replies: 28
Views: 1111

Re: Taxes

Dunno if thats still true, they've been quite whiny ever since the truckers tried to "overthrow their government"

https://old.reddit.com/r/canada/top/?sort=top&t=month

https://www.youtube.com/watch?v=vq3hWmZTvaw
by boglerdude
Fri Apr 26, 2024 4:33 am
Forum: Bonds
Topic: Just made a purchase at 5.088 for 30 year LTTs
Replies: 24
Views: 6165

Re: Just made a purchase at 5.088 for 30 year LTTs

Vanguard funds:

Money market 5.27%

Intermediate treasury 4.5%, 5 year duration

LTT 4.46%, 15 year duration

EDV 4.87%, 25 year duration

What does inverted yield curve mean for PP theory. When would it make sense to shorten duration
by boglerdude
Thu Apr 25, 2024 11:56 pm
Forum: Gold
Topic: Why the big move in gold?
Replies: 84
Views: 78028

Re: Why the big move in gold?

This seems not good. Is Buffett wrong about how much better owning businesses is, vs an asset that does nothing?
by boglerdude
Thu Apr 25, 2024 11:52 pm
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 2322
Views: 1450495

Re: Daily "Check In" Thread For Us

> Let me know if there's anything else I can do for you

dark skin? nighteye.app works but then messes up other sites, even when disabled.
by boglerdude
Sun Apr 14, 2024 9:17 pm
Forum: Variable Portfolio Discussion
Topic: BTC in the PP
Replies: 239
Views: 129064

Re: BTC in the PP

“99% of crypto is absolute garbage. I wouldn't touch it. I think the other 1% will change the world.”
by boglerdude
Sat Apr 13, 2024 9:10 pm
Forum: Politics
Topic: Taxes
Replies: 28
Views: 1111

Re: Taxes

That teen (or a senior, or an unskilled immigrant) wont have jobs when socialists force $30/hour min wage. And when they ban evictions again...
by boglerdude
Sat Apr 13, 2024 8:36 pm
Forum: Gold
Topic: Why the big move in gold?
Replies: 84
Views: 78028

Re: Why the big move in gold?

"pmbug" sounds like a seller and they're fanatical about banning promotions. You could message the mods but you're not missing much. The personal finance section is good. Investing forum is the same endless discussions about tilting 6% or 6.2% to international/factors/metals
by boglerdude
Thu Apr 04, 2024 11:28 pm
Forum: Other Discussions
Topic: Forum errors
Replies: 12
Views: 524

Re: Forum errors

Gonna need a dark skin option. Took 20 years, but every site offers it now including windows 11 file explorer/desktop

Tanks
by boglerdude
Thu Mar 21, 2024 11:16 pm
Forum: Stocks
Topic: Small Cap Value vs US Total Stock Market
Replies: 19
Views: 6926

Re: Small Cap Value vs US Total Stock Market

Buffett can tour a factory and get insider info. He defines value as great companies that are underpriced. Guru quants eg Asness & Arnott define value as bad/underperforming based on a few metrics like price to book. We are competing with millions of investors poring over public data online, dai...
by boglerdude
Thu Mar 21, 2024 11:05 pm
Forum: Other Discussions
Topic: Replacing Xfinity (Comcast) modem
Replies: 14
Views: 1238

Re: Replacing Xfinity (Comcast) modem

Get a handyman off Nextdoor to run ethernet cable. And fix whatever else around the house.

https://www.reddit.com/r/networking/com ... i_is_half/
by boglerdude
Tue Mar 19, 2024 8:33 pm
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 2322
Views: 1450495

Re: Daily "Check In" Thread For Us

"Palm oil, palm kernel oil, and coconut oil — the so-called tropical oils — got a bad reputation because they're high in saturated fat, which has long been linked to heart disease. Saturated fat boosts "bad" LDL cholesterol and triglycerides, both of which are risk factors for heart d...
by boglerdude
Tue Mar 19, 2024 8:16 pm
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 2322
Views: 1450495

Re: Daily "Check In" Thread For Us

Most peanut butter has palm oil in it which some dont trust. Check the label for just peanuts and salt as ingredients. Leave it upside down overnight, then stir and store in fridge

Smith, coffee is very hard on the guts...
by boglerdude
Tue Mar 19, 2024 8:10 pm
Forum: Bonds
Topic: Just made a purchase at 5.088 for 30 year LTTs
Replies: 24
Views: 6165

Re: Just made a purchase at 5.088 for 30 year LTTs

+ if they're buying Jerome Powell dinner (on their yacht) and he tells them he's cutting in June, they arent telling you until after they're positioned.
by boglerdude
Wed Mar 13, 2024 12:01 am
Forum: Bonds
Topic: What's the actual rationale for investing in long term bonds?
Replies: 15
Views: 1174

Re: What's the actual rationale for investing in long term bonds?

https://www.morningstar.com/etfs/arcx/edv/chart LTTs are for when stocks crash. Yes, the purchasing power of cash and gold might go up too. LTTs might need a caveat since the PP was invented. You should be prepared to rebalance when rates fall dramatically and might not want to hold them at all when...
by boglerdude
Tue Mar 12, 2024 8:47 pm
Forum: Stocks
Topic: What am I missing here?
Replies: 15
Views: 964

Re: What am I missing here?

How does it look priced in other currencies inc gold and btc
by boglerdude
Tue Mar 05, 2024 8:25 pm
Forum: Permanent Portfolio Discussion
Topic: New interview with Craig Rowland
Replies: 53
Views: 3945

Re: New interview with Craig Rowland

> an emergency might force me to spend it all

yeah, experimental cancer treatment or something.

And if you can borrow more than you need, when the Fed starts buying mortgages again, thats more inflation protection.
by boglerdude
Sat Mar 02, 2024 4:22 am
Forum: Gold
Topic: Gold Storage
Replies: 6
Views: 688

Re: Placement of cash (vs other PP assets)

Singapore and Switzerland might like to confiscate your gold but they dont need it.

Texas doesnt want to confiscate your gold but they might need it.
by boglerdude
Thu Feb 29, 2024 11:57 pm
Forum: Stocks
Topic: AI to the moon
Replies: 2
Views: 609

Re: AI to the moon

Next step in the downsizing and consolidation plan after work from home. Now youre easily laid off or replaced by someone ex-US. I'll eat my hat when "AI" does something other than try to steer narratives. Hotmail's junk filter is dumber than ever. The customer service chat bots make it ha...
by boglerdude
Thu Feb 29, 2024 4:17 am
Forum: Other Discussions
Topic: Interview on Exters pyramid
Replies: 1
Views: 222

Re: Interview on Exters pyramid

https://old.reddit.com/r/unitedforsoundmoney/comments/1aknupf/exters_inverted_pyramid_of_risk_the_pyramid/ Land seems underrated. People dont need gold. Can barter with "real bills" ie receipts for oil, land, commodities. https://en.wikipedia.org/wiki/Real_bills_doctrine BTC surging. Feeli...
by boglerdude
Sun Feb 25, 2024 1:11 am
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 2322
Views: 1450495

Re: Daily "Check In" Thread For Us

Whats the narrative about Trump there, considering hes the "no more wars" guy here
by boglerdude
Fri Feb 16, 2024 6:10 am
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 2322
Views: 1450495

Re: Daily "Check In" Thread For Us

^ matchbook in wallet and matchbook on top of toilet tank. When match burns down to stub, extinguish with water in palm of hand so you dont set trash on fire.

Unrelated content
Image