Thanks for the well-wishes, Hal. You always post the best links.

For anyone who might have been interested in my thoughts here and on the other thread : the final allocation we have decided on and are investing in right now is: 50% developed country stocks (in which 25% large and mid-cap and 25% small cap), 25% cash, 25% gold. Minor details still to be ironed out...

Pointedstick wrote: ↑Sat Apr 13, 2024 11:08 am So maybe this whole "we pay half of our money to the government!" meme is a bunch of baloney pushed by people trying to make you mad and turn off your brain so you'll make bad decisions that just so happen to serve their purposes.

What are some examples of these bad decisions?

Jack Jones wrote: ↑Tue Apr 09, 2024 4:36 am When born under such conditions, it seems like non-participation and retreating to the frontier is the best you can do.

And yet people still roll their eyes when I talk about colonizing Antarctica...

I can't believe I was vaguely aware of this song (as in I recognize the tune) yet I've never associated it with Australia or any political themes. "Give it back" is a quite creepy line. And it seems somewhat grotesque to me that such a song is sung by a guy who looks like elderly Reinhard...

Is it redeemable for USD and gold, or what? Apparently it's not redeemable for gold. It's supposedly "backed" by USD and gold. I think after the Zim dollar failed there have been two supposedly USD-pegged currency systems already and they did not stay pegged for too long. This seems like ...

But back to my main point. Looking for a reliable site for the "real" rate of inflation, not the official CPI-U rate (which I would be heartened to hear is actually accurate). An alternative explanation of the CPI not reflecting the true inflation rate is the suppression of purchasing pow...

Lets consider investments to be money we give to other people in the hope that it grows, and liquidity to be the money we set aside to ensure we can meet our day to day obligations “whatever the future brings”. From this lens, stocks are investments and bonds, cash, and gold are about liquidity, ri...

I can't believe I was vaguely aware of this song (as in I recognize the tune) yet I've never associated it with Australia or any political themes. "Give it back" is a quite creepy line. And it seems somewhat grotesque to me that such a song is sung by a guy who looks like elderly Reinhard...

When did acknowledging that your institution is on “Located on Occupied and Unceeded XYZ Ancestral Homelands” become a thing? Is it anything other than empty virtue signaling? I have yet to encounter this. What are examples of this? From Perth Mint's website: Acknowledgement of Country: We acknowle...

You have a "deep storage" multi-sig wallet that you almost never touch that you treat like a vault, the keys held by multiple professional trusted third parties that will only provide access to you. You have a self-custodied wallet that you treat as an account for the purpose of making an...

I have an counterargument to the whole Bitcoin Standard narrative that I have never seen stated online and yet it seems like it should be fairly obvious. Warning: this will be somewhat long (if still shorter than the Moldbug article posted above) and I will talk about gold. A lot. First, let's state...

What are the best ways for those fleeing Ukraine or China to move wealth In case of Ukraine, it's buying $100 bills (along with other hard currencies) for any price, hiding them well and hoping you still have some left after Slovakian/Polish/Hungarian/Romanian border guards are done with you. You w...

How can a regular person even invest in private equity? I don't know about the UK, but if I'm correct in the US you need to be an accredited investor (high net worth and/or high income) to be allowed to invest in these funds.

dualstow wrote: ↑Thu Mar 21, 2024 8:40 pm Anyone for Toast/TOST?
Not a moonshot, just a variable portfolio stock, but it doesn’t warrant its own thread.

I've expected a company with this name to be a chain of bakeries or pastry shops.

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, da...

This also helps answer the Permanent Portfolio sizing question. When your PP is large enough to deliver enough US Dollars to cover your mortgage each month for the next 12 months, that's a certain level of financial stability and peace of mind. Once your PP grows large enough to deliver your curren...

This also helps answer the Permanent Portfolio sizing question. When your PP is large enough to deliver enough US Dollars to cover your mortgage each month for the next 12 months, that's a certain level of financial stability and peace of mind. Once your PP grows large enough to deliver your curren...

Does it contain anything that already wasn't included within Moldbug's article that started the whole "Bitcoin as a store of value" argument? I didn't know the name Moldbug until you just mentioned it. Is it this article? https://www.unqualified-reservations.org/2013/04/bitcoin-is-money-b...

The interesting thing about this, is that in the long run, it might not matter much how much you have, just as long as you have some. I personally don’t care about the difference between being a billionaire or a trillionaire. This is exactly how I bought. Just threw some tiny cash into it and walke...

What I mean is, if you individually bought and held the Magnificent 7, you would of course get dinged when one of them invariably slides. If you buy the total market, some unknown that you never would have thought to buy is going to grow to become part of the next favored group, the Fantabulous 8. ...

What I mean is, if you individually bought and held the Magnificent 7, you would of course get dinged when one of them invariably slides. If you buy the total market, some unknown that you never would have thought to buy is going to grow to become part of the next favored group, the Fantabulous 8. ...

The pure TSM allocation is of course almost 100% mega-cap growth companies. the 50:50 TSM/SCV is split almost exactly evenly between small, mid and large cap companies. Now of course that's a massive tilt to SCV but once could certainly see why a risk-averse investor might not want to have their en...

When did acknowledging that your institution is on “Located on Occupied and Unceeded XYZ Ancestral Homelands” become a thing? Is it anything other than empty virtue signaling? I have yet to encounter this. What are examples of this? From Perth Mint's website: Acknowledgement of Country: We acknowle...

barrett, boglerdude - thank you for your contributions, I don't have any further answers right now, but these were thought-provoking.