Search found 1352 matches

by Hal
Wed Mar 22, 2023 9:35 pm
Forum: Permanent Portfolio Discussion
Topic: I'M OUT!
Replies: 64
Views: 73566

Re: I'M OUT!

For my pennies worth.... It's always good to have a plan B. For me, I plan to switch over to the BelangP portfolio when I consider the PP is no longer viable. HB said himself in his radio show, that if everything went to to pieces you would still have 25% Gold. What he didn't say was how not to reba...
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: 6937

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: 5059

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: 292
Views: 123298

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: 54049

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: 1376

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: 29306

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: 29306

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: 2755

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: 1209

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: 5683

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: 1209

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...
by Hal
Sun Jan 15, 2023 6:35 am
Forum: Politics
Topic: Babylon Bee
Replies: 2
Views: 623

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 t...
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: 5059

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: 245891

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: 245891

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: 4323

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: 1579

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: 1925

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 w...
by Hal
Sat Jan 07, 2023 1:48 am
Forum: Gold
Topic: Silver
Replies: 40
Views: 10665

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: 746

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: 65651

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...