> 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
Search found 1313 matches
- Sat Nov 18, 2023 8:03 pm
- Forum: Other Discussions
- Topic: Favorite Podcasts?
- Replies: 85
- Views: 352259
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...
- 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 ...
- 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.
- 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 ...
- 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...
- 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
Randomly leaving this here, Levine on Dalio https://www.bloomberg.com/opinion/artic ... ity-issues
- 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...
- 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
- 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...
- 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
- 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.
- 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.
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.
- 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.
In any event, PP theory holds until long bonds are at 0.
- 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
Counter-narrative trading does tempt my brainstem tho. There's blood in the streets with long bonds
- 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
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
- 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
> debt to equity ratios for the CRSPR small cap
"Its all priced in" - That Guy
- 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.
- 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/
https://blog.ninapaley.com/2012/10/01/t ... d-is-mine/
- 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"
andor "Investors are calling it: The Fed may be done raising"
- 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.
- 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...
- 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.
- 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 ...
- 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!