Search found 686 matches
- Mon Mar 16, 2026 10:42 am
- Forum: Politics
- Topic: U.S. And Israel bomb Iran?
- Replies: 45
- Views: 5546
Re: U.S. And Israel bomb Iran?
The middle east provides around 25% of daily barrels of oil. Many producers suppress production - have capacity to supply more especially if/when the price is high. If the Strait was closed, such as due to Iran mining the narrow (difficult to defend) Strait then both the US and Russia could do very ...
- Sat Mar 14, 2026 10:31 am
- Forum: Variable Portfolio Discussion
- Topic: BTC in the PP
- Replies: 522
- Views: 1023341
Re: BTC in the PP
https://www.capitalspectator.com/is-bitcoin-digital-gold-or-fools-gold-the-markets-still-deciding/ Is Bitcoin Digital Gold or Fool’s Gold? The Market’s Still Deciding There are dedicated forms of digital gold, bitcoin is distinctly different and seems to be being priced similar to a 3x leveraged te...
- Sat Mar 07, 2026 1:58 pm
- Forum: Politics
- Topic: U.S. And Israel bomb Iran?
- Replies: 45
- Views: 5546
Re: U.S. And Israel bomb Iran?
Irony. Russia is supplying intel to Iran to aid targeting US assets. The US has asked Ukraine for help fighting Iranian drones. Trump prefers to lay out a red carpet and a fly-by for Putin but shout at Zelenskyy.
- Sat Mar 07, 2026 7:31 am
- Forum: Politics
- Topic: U.S. And Israel bomb Iran?
- Replies: 45
- Views: 5546
Re: U.S. And Israel bomb Iran?
Correct me if I am wrong, but I fear one of the few viable options US & Israel do have is to completely obliterate Iran's infrastructure... Needless to repeat my father's advice to never push a possibly dangerous animal in the corner with no chance to escape. It's all or nothing war, I am reall...
- Fri Mar 06, 2026 12:50 pm
- Forum: Variable Portfolio Discussion
- Topic: My 3x Leveraged Variable Portfolio
- Replies: 4
- Views: 1794
Re: My 3x Leveraged Variable Portfolio
That's a lot of debt (borrowing for leverage). Perhaps consider just scaling/leveraging the stock PP element alone

https://www.portfoliovisualizer.com/bac ... mn3tk7O7eV

https://www.portfoliovisualizer.com/bac ... mn3tk7O7eV
- Fri Mar 06, 2026 12:24 pm
- Forum: Politics
- Topic: U.S. And Israel bomb Iran?
- Replies: 45
- Views: 5546
Re: U.S. And Israel bomb Iran?
Kill a religious leader during Ramadan and watch the extremist ranks swell to new all time highs, … Trumps spontaneity/irrationality is very dangerous, he's clicking on the doomsday clock to seconds before midnight. Striking during a holiday is really from the Muslim playbook. They’ve been doing it...
- Fri Mar 06, 2026 10:45 am
- Forum: Politics
- Topic: U.S. And Israel bomb Iran?
- Replies: 45
- Views: 5546
Re: U.S. And Israel bomb Iran?
Kill a religious leader during Ramadan and watch the extremist ranks swell to new all time highs, and in addition to de-dollarization promote the development of weapons of mass destruction capable of being deployed within the US - such as biological weapons where even just a small vile less than the...
- Sun Mar 01, 2026 10:14 pm
- Forum: Variable Portfolio Discussion
- Topic: Bitcoin in the VP
- Replies: 26
- Views: 8217
Re: Bitcoin in the VP
Reconverion of bitcoin back to regular fiat currency is and will become increasingly difficult. Here’s a post from a few months ago: We keep saying "Bitcoin fixes this" but the fiat off-ramp is still broken - are we just early or is this a fundamental problem? https://www.reddit.com/r/Bit...
- Thu Feb 26, 2026 2:26 pm
- Forum: Permanent Portfolio Discussion
- Topic: PP variant using GDE
- Replies: 1
- Views: 1294
- Thu Feb 26, 2026 9:45 am
- Forum: Variable Portfolio Discussion
- Topic: Bitcoin in the VP
- Replies: 26
- Views: 8217
Re: Bitcoin in the VP
I should have used a comma
Reconversion of bitcoin back to regular fiat currency is and will become increasingly difficult, wallets even with a small amount of tainted bitcoin may be locked.
Reconversion of bitcoin back to regular fiat currency is and will become increasingly difficult, wallets even with a small amount of tainted bitcoin may be locked.
- Tue Feb 24, 2026 2:10 am
- Forum: Variable Portfolio Discussion
- Topic: Bitcoin in the VP
- Replies: 26
- Views: 8217
Re: Bitcoin in the VP
Here is a good new video on Bitcoin from Patrick Boyle: "Bitcoin Is Crashing and Exchanges Freezing Up" https://www.youtube.com/watch?v=Xhrzm4CmpEo Reconverion of bitcoin back to regular fiat currency is and will become increasingly difficult. Wallets even with a small amount of tainted b...
- Tue Feb 24, 2026 2:01 am
- Forum: Variable Portfolio Discussion
- Topic: Bitcoin in the VP
- Replies: 26
- Views: 8217
Re: Bitcoin in the VP
Which one you use ? Leveraging? USD trading currency choice. 3USL (trades in USD) instead of 3LUS (that trades in GBP) for instance. Rebalancing the FX element once/year rather than daily adjustments is inclined to be better IMO. Hello 👋🏻 Can you please help with your portfolio for European euro cu...
- Tue Feb 24, 2026 1:58 am
- Forum: Permanent Portfolio Discussion
- Topic: Bridgewater All Weather ETF
- Replies: 46
- Views: 48285
- Fri Feb 20, 2026 12:24 am
- Forum: Politics
- Topic: Putin Invades Ukraine II
- Replies: 1403
- Views: 1884676
Re: Putin Invades Ukraine II
Yes he does indeed O0 At least he hasn’t started any new forever wars. Let’s revisit that in a couple of weeks. Do you not think its another Venezuela II case, build up the fleet to readiness, then a concurrent decapitation of the IRG as and when that becomes a evident possibility rather than outri...
- Fri Feb 20, 2026 12:21 am
- Forum: Variable Portfolio Discussion
- Topic: Bitcoin in the VP
- Replies: 26
- Views: 8217
- Tue Feb 17, 2026 10:02 am
- Forum: Politics
- Topic: Putin Invades Ukraine II
- Replies: 1403
- Views: 1884676
Re: Putin Invades Ukraine II
What Russia mines of gold and silver is enough to cover the Russian cost of fighting the Ukraine war. The Swiss don't prohibit Russian gold/silver - just 'advise' investors not to buy it, that once refined into good delivery bars can be sold in London. Putin hasn't had to impose conscription, much o...
- Tue Feb 17, 2026 9:20 am
- Forum: Variable Portfolio Discussion
- Topic: Bitcoin in the VP
- Replies: 26
- Views: 8217
Re: Bitcoin in the VP
3% is the right number very volatile! only bitcoin no shitcoins which other assets can should we add to VP ? Regards! 8) The PP was devised as a potentially safer alternative to T-Bills Expectations : Stock share prices broadly compare to inflation Gold price broadly compares to inflation Hard cash...
- Tue Feb 17, 2026 5:40 am
- Forum: Variable Portfolio Discussion
- Topic: Bitcoin in the VP
- Replies: 26
- Views: 8217
Re: Bitcoin in the VP
3% is the right number very volatile! only bitcoin no shitcoins which other assets can should we add to VP ? Regards! 8) The PP was devised as a potentially safer alternative to T-Bills Expectations : Stock share prices broadly compare to inflation Gold price broadly compares to inflation Hard cash...
- Tue Feb 10, 2026 10:23 am
- Forum: Permanent Portfolio Discussion
- Topic: PP symmetry
- Replies: 0
- Views: 5040
PP symmetry
Data since 1933 for a 4x25 Permanent Portfolio asset allocation where pre 1970 silver was held instead of gold, stock (large cap LC), long term treasury (LTT), T-Bills, PM (precious metal), which might be considered as a portfolio comprised of six 50:50 pairs of assets each pair weighted 16.6%. Meas...
- Mon Feb 09, 2026 11:33 am
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 4150
- Views: 3549705
Re: The GOLD scream room
I thought he asserted that the price of gold cannot be manipulated, even though everyone always decries manipulation by one entity or another. The gold that the Fed transferred over to the Treasury in exchange for non redeemable 'notes' at $42.22/ounce in effect means that the Fed has paper 'claim'...
- Sun Feb 01, 2026 3:00 pm
- Forum: Permanent Portfolio Discussion
- Topic: Improving the PP through simplification
- Replies: 9
- Views: 7820
Re: Improving the PP through simplification
If you price in gold (as though it was money) rather than fiat dollars then historically the Dow price in ounces of gold ... https://i.postimg.cc/MX2k9Z8K/i.png Do the same for T-Bills (accumulation) and CPI and both of those generally aligned with each other but in a generally downward slope manner...
- Sun Feb 01, 2026 7:23 am
- Forum: Gold
- Topic: Those of you who track silver
- Replies: 92
- Views: 279506
Re: Those of you who track silver
Sunday 13:15 GMT time has BullionVault silver trading at around $84/toz

and at a similar price for KAG https://coinmarketcap.com/currencies/silver/

and at a similar price for KAG https://coinmarketcap.com/currencies/silver/
- Sat Jan 24, 2026 9:38 am
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 4150
- Views: 3549705
Re: The GOLD scream room
As that thread is locked will we be able to count on gold coming to the rescue if we see a major collapse in the price of common stocks? No! At times both stocks and gold have down years. A case example is for Japan 2008. At the start of the year it took 111 Yen to buy a US dollar, by year end that ...
- Tue Jan 20, 2026 6:59 pm
- Forum: Bonds
- Topic: Safe-Haven Status
- Replies: 8
- Views: 12612
Re: Safe-Haven Status
The big question is, how much is temporary and how much is permanent? WWHD? (What Would Harry Do?) It does seem that there are both short-term and long-term (secular) trends involved, but personally I don't know enough to tease out the factors. However, I do think it's something to keep an eye on. ...
- Tue Jan 20, 2026 6:46 pm
- Forum: Bonds
- Topic: Safe-Haven Status
- Replies: 8
- Views: 12612
Re: Safe-Haven Status
According to a new working paper (which I haven't read yet but plan to soon), long-term Treasuries might be losing their safe-haven status, with the result that investors are rotating to short-term Treasuries and gold. More here: https://www.nber.org/papers/w34640 Definitely feels like we could be ...