Search found 1313 matches

by boglerdude
Sat Nov 18, 2023 8:03 pm
Forum: Other Discussions
Topic: Favorite Podcasts?
Replies: 85
Views: 352259

Re: Favorite Podcasts?

> I am not able to precisely answer your question

Either he is AI or I am. Hope its me, studied gerontology for a while. Maybe I could upload myself to the cloud and troll for centuries

Also https://www.thisamericanlife.org/archive
by boglerdude
Sat Nov 18, 2023 7:49 pm
Forum: Gold
Topic: Gold peg
Replies: 13
Views: 17371

Re: Gold peg

Sound Money hasnt gotten much traction. The people who understand it give up and buy a bag of real assets. Or they end up a homeowner where the inflationary regime is mostly a benefit. Speaking of the Pauls, Rand pushing the narrative that covid was super deadly is sus. And it doesnt matter where it...
by boglerdude
Fri Nov 17, 2023 2:12 am
Forum: Other Discussions
Topic: Favorite Podcasts?
Replies: 85
Views: 352259

Re: Favorite Podcasts?

Vinny after listening to these podcasts, what have you been wrong about. ie who has changed your mind and about what Econtalk is good to add content to this post, Aunt age 64 had mild heart attack 3 days after 4th booster. Even the traditional flu shot needs another look, they guess which strain is ...
by boglerdude
Fri Nov 17, 2023 2:04 am
Forum: Other Discussions
Topic: AI Garbage
Replies: 11
Views: 12901

Re: AI Garbage

Its not that AI is going to outsmart us, its that the easy jobs it might replace are important, they keep people in a routine and away from drugs. many smart people will choose to do nothing when they have UBI and social media.
by boglerdude
Sat Nov 11, 2023 9:55 pm
Forum: Bonds
Topic: TLT cracks $90
Replies: 43
Views: 69422

Re: TLT cracks $90

The world is historically richer than average and continues getting richer. Plus shrinking opportunity for risk-free return as family formation slows. Theres a savings glut. On the other side you have government with the money printer. if they increase money supply 10% year, no one is going to loan ...
by boglerdude
Tue Nov 07, 2023 8:32 pm
Forum: Variable Portfolio Discussion
Topic: REITS
Replies: 8
Views: 5030

Re: REITS

Excerpt if paywalled You could imagine three phases in the life of a wildly successful billionaire hedge fund manager. In Phase 1, before you become a wildly successful billionaire, you will have access to more or less accurate facts about the world. ​You’ll be motivated to find out true facts, beca...
by boglerdude
Tue Nov 07, 2023 8:19 pm
Forum: Variable Portfolio Discussion
Topic: REITS
Replies: 8
Views: 5030

Re: REITS

Go ahead m8 buy some REITs if you like the narrative. Maybe where you dont live, to diversify.

Randomly leaving this here, Levine on Dalio https://www.bloomberg.com/opinion/artic ... ity-issues
by boglerdude
Sun Nov 05, 2023 5:55 pm
Forum: Variable Portfolio Discussion
Topic: REITS
Replies: 8
Views: 5030

Re: REITS

There were a couple posts claiming FAANG is overvalued and capweight indexes are "distorted" Maybe, but bubbles can last years. Meanwhile every day youre using headspace debating when to get out then back in. Titling wont have much impact either way provided you dont keep trading based on public new...
by boglerdude
Sat Nov 04, 2023 8:07 pm
Forum: Permanent Portfolio Discussion
Topic: Non-ESG ETFs
Replies: 53
Views: 37746

Re: Non-ESG ETFs

Tempting, but I dunno if I trust "anti-ethical" managers to not front-run their index ;)
by boglerdude
Sat Nov 04, 2023 7:28 pm
Forum: Variable Portfolio Discussion
Topic: REITS
Replies: 8
Views: 5030

Re: REITS

I trust the mob of investors to price things close enough. ie I hold market weight Own your home, and if you still have to tinker with something get a rental and fix it up. Add value. you'll be overweight real estate and inflation protection and can hold less 0-real-return gold Lots of reit discussi...
by boglerdude
Fri Nov 03, 2023 7:39 pm
Forum: Cash
Topic: Selling “cash” SCHO
Replies: 4
Views: 4421

Re: Selling “cash” SCHO

Disable auto-reinvest to avoid wash sale
by boglerdude
Thu Oct 26, 2023 2:04 am
Forum: Stocks
Topic: 0 expense 500 index ETF coming soon?
Replies: 1
Views: 2335

Re: 0 expense 500 index ETF coming soon?

I suppose screening for size is a bit of a quality filter. Slightly less likely to be a fraud-ridden company when over a certain size.
by boglerdude
Fri Oct 20, 2023 12:55 am
Forum: Bonds
Topic: Just made a purchase at 5.088 for 30 year LTTs
Replies: 7
Views: 3844

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

EDV down 33% since launch in 08. I backed up the truck early August at 3.3% 12-Month Yield. Today it's 4%. 5.17% SEC yield.

Trading it is pain. Can swing 2.5% in a day. Setting your limit order just outside the previous day's trading range is good enough I suppose.
by boglerdude
Thu Oct 19, 2023 12:41 am
Forum: Bonds
Topic: TLT cracks $90
Replies: 43
Views: 69422

Re: TLT cracks $90

Are we going to be Argentina or Japan? Failing states get very high inflation and rates. Japan has a closed border and stable deflationary culture.

In any event, PP theory holds until long bonds are at 0.
by boglerdude
Wed Oct 18, 2023 11:16 pm
Forum: Stocks
Topic: Small Cap Value seems cheap at the moment
Replies: 23
Views: 25951

Re: Small Cap Value seems cheap at the moment

Past performance doesnt mean future results. There are thousands more investors throwing money into small value today than 20 years ago. Much more efficient markets.

Counter-narrative trading does tempt my brainstem tho. There's blood in the streets with long bonds
by boglerdude
Sun Oct 15, 2023 10:40 pm
Forum: Bonds
Topic: How do bond funds / ETF’s work?
Replies: 6
Views: 4595

Re: How do bond funds / ETF’s work?

yeah you'll get 4.65 total return back after 25 years

its like holding a bond thats always 25 year duration

Anybody heard from robert kessler? Seems like he'd be buying

https://www.youtube.com/watch?v=y1EKb8dk0vg
by boglerdude
Sun Oct 15, 2023 10:27 pm
Forum: Stocks
Topic: Small Cap Value seems cheap at the moment
Replies: 23
Views: 25951

Re: Small Cap Value seems cheap at the moment

Vanguard active funds. Thousands of boomers watching how much the managers spend on catering etc.

> debt to equity ratios for the CRSPR small cap

"Its all priced in" - That Guy
by boglerdude
Sun Oct 15, 2023 7:49 pm
Forum: Stocks
Topic: Small Cap Value seems cheap at the moment
Replies: 23
Views: 25951

Re: Small Cap Value seems cheap at the moment

high rates hurt weak companies. value should surge when they start printing again.
by boglerdude
Sun Oct 15, 2023 1:04 am
Forum: Politics
Topic: A Simple Parable about Israel
Replies: 12
Views: 10440

Re: A Simple Parable about Israel

Theres also the distraction element. Americans should first be discussing term limits, our own border, and the constitutional violations during the "pandemic"

https://blog.ninapaley.com/2012/10/01/t ... d-is-mine/
by boglerdude
Fri Oct 13, 2023 7:10 pm
Forum: Gold
Topic: Why the big move in gold?
Replies: 28
Views: 57281

Re: Why the big move in gold?

Rising for 10 days. Mideast chaos?

andor "Investors are calling it: The Fed may be done raising"
by boglerdude
Fri Oct 13, 2023 1:10 am
Forum: Bonds
Topic: Bond Yields and Withdrawal Rates
Replies: 1
Views: 1211

Re: Bond Yields and Withdrawal Rates

This a good time to buy bonds, but inflation is going to be persistently higher too. And we're in a deflationary world with a savings glut/surplus. ie why are you loaning anyone money? what are they going to do with it - that you cant - to add value.
by boglerdude
Fri Oct 13, 2023 12:36 am
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 2251
Views: 1153257

Re: Daily "Check In" Thread For Us

Everyones made up their mind by now so I should stop being That Guy. But...u triggered me, and i already have these links saved so "Screw your freedom" https://www.youtube.com/watch?v=3oRdP3SYjgM https://old.reddit.com/user/GovSchwarzenegger/comments/p3orx8/my_thoughts_on_masks_freedom_duty_and_hist...
by boglerdude
Wed Oct 11, 2023 12:17 am
Forum: Politics
Topic: On Appeasement in Ukraine with Reference to Exceptionalism
Replies: 4
Views: 2718

Re: On Appeasement in Ukraine with Reference to Exceptionalism

Putin may be smart and a swell guy, but politicians with no term limits are inexorably corrupted through blackmail and bribery. Includes US senators. No one actually likes Biden. Lee Kuan Yew may be the rare benevolent dictator, but even he had to pass power to his son.
by boglerdude
Mon Oct 09, 2023 7:48 pm
Forum: Politics
Topic: Rise of the New Right & the Battle for America in 2024
Replies: 13
Views: 23664

Re: Rise of the New Right & the Battle for America in 2024

https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/hiddenforces/Ep.330_Henry_Olsen_Main_Feed_10-9-23.mp3 think thats the 1st hour. DNC just gave the nomination to hillary over bernie? Could RNC give the nomination to whomever they want. what could anyone do about it? trump cant win. hes ...
by boglerdude
Sun Oct 08, 2023 8:04 pm
Forum: Bonds
Topic: When is it time to load up on bonds.
Replies: 40
Views: 33728

Re: When is it time to load up on bonds.

He did it!