Search found 1349 matches

by Hal
Thu Mar 02, 2023 9:36 am
Forum: Gold
Topic: Why do they say gold isn't a hedge against inflation?
Replies: 17
Views: 6234

Re: Why do they say gold isn't a hedge against inflation?

It sure is helping in Australia !
by Hal
Fri Feb 24, 2023 9:17 pm
Forum: Permanent Portfolio Discussion
Topic: Defensive moves when lunatics are running the asylum?
Replies: 20
Views: 4558

Re: Defensive moves when lunatics are running the asylum?

There is a good argument that it truly is different this time. Different in the sense that the Fed is being presented with a Hobson's choice from which there is likely no good outcome--and different in the sense that the global elite appear to actually be TRYING to take down the economy. That said,...
by Hal
Tue Feb 21, 2023 9:20 pm
Forum: Other Discussions
Topic: Dawg Pound
Replies: 290
Views: 120208

Re: Dawg Pound

by Hal
Thu Feb 16, 2023 7:12 am
Forum: Other Discussions
Topic: ChatGPT and what it means for our future
Replies: 135
Views: 44638

Re: ChatGPT and what it means for our future

Forgive me, but I'm having a hard time understanding why this ChatBot thing is anything but a glorified version of my long-lost doll. At least Chatty Cathy had something edifying to say. Well, they still sell Talky Tina ::) https://www.youtube.com/watch?v=Bc9HtdMDvZM No explanation needed for Twili...
by Hal
Mon Feb 13, 2023 7:50 pm
Forum: Other Discussions
Topic: Politically incorrect but....
Replies: 4
Views: 1307

Re: Politically incorrect but....

I Shrugged wrote:
Mon Feb 13, 2023 7:10 pm
Chat GPT?
You want real AI? Remember my evil twin! ;D
https://www.youtube.com/watch?v=Wy4EfdnMZ5g
by Hal
Fri Feb 10, 2023 6:03 pm
Forum: Permanent Portfolio Discussion
Topic: The Peter Schiff portfolio: an evolutionary offshoot of the PP
Replies: 100
Views: 27580

Re: The Peter Schiff portfolio: an evolutionary offshoot of the PP

I strongly suggest the kitces video for understanding this fact . It should be required watching for anyone who wants to understand just what the term means https://www.youtube.com/watch?v=7sUl_04g-CQ Thanks Mathjak, you've persuaded me to watch Kitces! I would imagine then it would still be safer ...
by Hal
Fri Feb 10, 2023 3:47 pm
Forum: Permanent Portfolio Discussion
Topic: The Peter Schiff portfolio: an evolutionary offshoot of the PP
Replies: 100
Views: 27580

Re: The Peter Schiff portfolio: an evolutionary offshoot of the PP

Adding some cash to Seajays allocation, say 50% SCV, 25% Gold (2:1 ratio) and 25% Cash gives *drumroll* 6.1% SWR.
by Hal
Wed Jan 25, 2023 7:54 pm
Forum: Permanent Portfolio Discussion
Topic: Solution for those on the fence between bogle or browne
Replies: 9
Views: 2515

Re: Solution for those on the fence between bogle or browne

As a UK based investor, Pounds in UK home, US dollars invested in US stock, gold non-fiat global currency is broad enough currency and asset diversity. As well as reduced counter-party risk (house and gold in-hand). Similar to what the Talmud advocated millennia ago. Not a terrible choice. If you a...
by Hal
Sun Jan 22, 2023 1:03 am
Forum: Other Discussions
Topic: Old Computers
Replies: 17
Views: 1117

Re: Old Computers

There are some old games I really want to play. Shogo, Rainbox Six, Swat 2, Warcraft 2, and others. I was thinking of buying an old Windows XP machine so that I could play them natively again. Have you used an emulator and played them non-natively? Yeah... it's just not the same. There's almost alw...
by Hal
Fri Jan 20, 2023 4:11 pm
Forum: Politics
Topic: Tucker Carlson: Biden is Done
Replies: 24
Views: 4699

Re: Tucker Carlson: Biden is Done

Maddy wrote:
Fri Jan 20, 2023 11:43 am
There is obviously a plan here. Anyone want to speculate?
;D The "Only source of truth" Jacinta Adern needs a new country to destroy. Vacancy coming up in USA!!

https://www.armstrongeconomics.com/inte ... t-resigns/
by Hal
Fri Jan 20, 2023 3:56 pm
Forum: Other Discussions
Topic: Old Computers
Replies: 17
Views: 1117

Re: Old Computers

...Sound Blaster I remember when I first got into PC building (this was like 2005 or so), it was a serious faux pas amongst enthusiasts to use onboard audio. To be fair, those sound blaster cards were REALLY good at creating spatial audio. The usual snide remark about onboard audio was "do you real...
by Hal
Sun Jan 15, 2023 6:35 am
Forum: Politics
Topic: Babylon Bee
Replies: 2
Views: 583

Babylon Bee

Something lighthearted :D https://www.youtube.com/watch?v=hvKiQRYORyE and read the comments! <snip> Wait! My son WAS thrown out of economics class. The Teacher was advising the kids to get Credit cards "To start building your credit" at some point when asked "But wouldn't it be nice to buy what you ...
by Hal
Sat Jan 14, 2023 2:53 pm
Forum: Permanent Portfolio Discussion
Topic: Defensive moves when lunatics are running the asylum?
Replies: 20
Views: 4558

Re: Defensive moves when lunatics are running the asylum?

but I do wonder what the defensive move(s) (if any) might be for PP or GB'ers holding nothing but Treasury debt. Maybe hold some international/corporate bonds? Is there a US version of something like this? => https://fund-docs.vanguard.com/ETF-Vanguard_Global_Aggregate_Bond_Index_Hedged_ETF_8200_FS...
by Hal
Sat Jan 14, 2023 3:47 am
Forum: Other Discussions
Topic: The Meme Thread
Replies: 279
Views: 220863

Re: The Meme Thread

Mark Leavy wrote:
Sat Jan 14, 2023 1:40 am

Thanks. I'm just going to eat my pudding now ...
https://www.youtube.com/watch?v=n5diMImYIIA. ::)
For any young'uns reading this...
https://www.youtube.com/watch?v=YR5ApYxkU-U

Still remember that after more than 40 years!!
by Hal
Thu Jan 12, 2023 1:40 am
Forum: Other Discussions
Topic: The Meme Thread
Replies: 279
Views: 220863

Re: The Meme Thread

Smithy's dog before reading HB...
by Hal
Wed Jan 11, 2023 5:26 pm
Forum: Permanent Portfolio Discussion
Topic: Dollar Milkshake Brent Johnson throwing nod to Permanent Portfolio
Replies: 12
Views: 3904

Re: Dollar Milkshake Brent Johnson throwing nod to Permanent Portfolio

Developed RE are extremely correlated with Developed Equities. The 'Jacob the Rich' Portfolio is PP like. 25% Gold 25% Sovereigns (long duration for the volitility???) 25% Equities 25% RE I've always maintained that HB derived his portfolio with full knowledge of the aforementioned portfolio. That'...
by Hal
Wed Jan 11, 2023 4:57 am
Forum: Other Discussions
Topic: FOFOA's latest post
Replies: 0
Views: 1402

FOFOA's latest post

http://fofoa.blogspot.com
and his archives
https://matrixsentry.wordpress.com

You won't be reading this in five minutes! 8)
by Hal
Sat Jan 07, 2023 3:54 pm
Forum: Cash
Topic: Oxford Uni talk "Understanding Money"
Replies: 6
Views: 1855

Re: Oxford Uni talk "Understanding Money"

If you accept the premise that "this time is different," does the PP continue to make sense? It puzzles me that between this forum and the Bogleheads, there are a lot of smart people who don't seem to be terribly concerned about the big picture. Sometimes I wish that one of those people would addre...
by Hal
Sat Jan 07, 2023 1:48 am
Forum: Gold
Topic: Silver
Replies: 40
Views: 9219

Re: Silver

dualstow wrote:
Fri Jan 06, 2023 2:27 pm
I used to have a crush on Cate Planchet.
by Hal
Sat Jan 07, 2023 1:34 am
Forum: Politics
Topic: Suspect HB would have approved
Replies: 1
Views: 693

Suspect HB would have approved

Stumbled across this ;)
https://www.youtube.com/playlist?list=P ... SGw95IFa1t

Must admit I had a chuckle at some of the artwork.
by Hal
Fri Jan 06, 2023 5:09 pm
Forum: Permanent Portfolio Discussion
Topic: 25 x 4 or 33 x 3
Replies: 37
Views: 52275

Re: 25 x 4 or 33 x 3

Hi buddies, I have an EU-PP because I live in europe. :-\ Perhaps diversify internationally, say ~ 17% Gold, 83% https://fund-docs.vanguard.com/LifeStrategy_20_Equity_UCITS_ETF_EUR_Accumulating_9490_NETH_INT_DU.pdf ? You get some exposure to US treasuries that way. And no I can't read Dutch, ;D jus...
by Hal
Fri Jan 06, 2023 4:24 am
Forum: Permanent Portfolio Discussion
Topic: 25 x 4 or 33 x 3
Replies: 37
Views: 52275

Re: 25 x 4 or 33 x 3

OK, so HB said cash was for a "Tight money recession" (ie High interest rates to slow the economy) Not sure where you live, but if interest rates are low, then cash won't be doing much for you. But then in a balanced portfolio, there will always be one asset class not doing well. eg bonds during inf...
by Hal
Wed Jan 04, 2023 5:50 am
Forum: Cash
Topic: Oxford Uni talk "Understanding Money"
Replies: 6
Views: 1855

Oxford Uni talk "Understanding Money"

By Alasdair Macleod, Mises society
https://www.youtube.com/watch?v=PHKPa8K4bQ8

Do you agree? All comments welcome.
by Hal
Mon Jan 02, 2023 7:58 pm
Forum: Permanent Portfolio Discussion
Topic: 2022 Returns
Replies: 44
Views: 22060

Re: 2022 Returns

One thing I am proud of is that I worked up the courage to purchase 30 year treasuries recently. One interesting thing about the PP / GB is that it makes you confront financial behaviors. I was talking to a friend and telling him that your body physically will not allow you to step off a cliff. Tha...