What if it's a big hoax, and we create an even bigger national and global government for nothing?
Having said that, I have nothing against green energy, as long as it makes sense after considering all externalities.
Search found 1365 matches
- Wed Jan 18, 2017 1:05 pm
- Forum: Other Discussions
- Topic: Renewable electricity sources are now a no-brainer
- Replies: 131
- Views: 60787
- Sat Jan 07, 2017 12:21 pm
- Forum: Permanent Portfolio Discussion
- Topic: Road to Ruin: The Global Elites’ Secret Plan for the Next Financial Crisis
- Replies: 10
- Views: 6894
Re: Road to Ruin: The Global Elites’ Secret Plan for the Next Financial Crisis
What does Rickards have to say about paper gold versus physical gold?
- Tue Dec 13, 2016 6:30 pm
- Forum: Bonds
- Topic: Maximum Bond Upside
- Replies: 278
- Views: 161429
Re: Maximum Bond Upside
Interest rates are probably going to rise soon, or at least stop falling. How long have we been hearing that? It sounds like your crystal ball is a lot clearer than mine. Could you please give us a date fixed? Have you seen where long-bond yields are at in other countries? Is there some reason that...
- Mon Dec 12, 2016 2:59 pm
- Forum: Other Discussions
- Topic: Russia and the US
- Replies: 22
- Views: 13861
Re: Russia and the US
We're 15 years out from 9/11. The war machine needs to find some new bogeymen.
- Mon Dec 12, 2016 2:57 pm
- Forum: Bonds
- Topic: Maximum Bond Upside
- Replies: 278
- Views: 161429
Re: Maximum Bond Upside
Interest rates are probably going to rise soon, or at least stop falling. How long have we been hearing that? It sounds like your crystal ball is a lot clearer than mine. Could you please give us a date fixed? Have you seen where long-bond yields are at in other countries? Is there some reason that...
- Wed Dec 07, 2016 12:06 pm
- Forum: Permanent Portfolio Discussion
- Topic: New to Permanent Portfolio
- Replies: 45
- Views: 30984
Re: New to Permanent Portfolio
The thing to do is look back at a long-term graph of PP real returns (i.e., adjusted for inflation). First, make sure that you are comfortable with the long-term results. Then, look at the recent short-term results and compare them to previous down times, and I'm pretty sure that what you will find ...
- Sun Dec 04, 2016 4:29 pm
- Forum: Permanent Portfolio Discussion
- Topic: Recent article on PP
- Replies: 13
- Views: 9450
Re: Recent article on PP
Kbg, In theory, I agree with you. In practice, all I can say is that I would be light-years ahead if I had discovered the PP in my 20s. I'm now in my 50s. My problem, and that of most other people, was that I would buy when things were up and sell when things were down, instead of vice versa. The PP...
- Sat Dec 03, 2016 11:02 am
- Forum: Permanent Portfolio Discussion
- Topic: Recent article on PP
- Replies: 13
- Views: 9450
Re: Recent article on PP
And are there any more advantages of the PP that he missed? Yes, he missed a potentially big advantage of the PP, which is physical gold. Like most of these people, he assumes that the party will go on forever, whereas looking historically that has never happened before. At some point the party wil...
- Tue Nov 15, 2016 11:34 am
- Forum: Other Discussions
- Topic: Stocks for sell time horizon in May? (High school Economics project)
- Replies: 8
- Views: 5042
Re: Stocks for sell time horizon in May? (High school Economics project)
Maybe try a Dogs of the Dow approach. Look for high-quality stocks that have been down for the past 12 months and are due for a return toward the mean.
- Thu Nov 10, 2016 9:59 pm
- Forum: Other Discussions
- Topic: Lifestyle Design - where to live
- Replies: 36
- Views: 19957
Re: Lifestyle Design - where to live
There's a large Mormon population in that area. Not everyone of course. Very red state type area. Nice, safe area. I really can't picture you fitting in very well.MachineGhost wrote:Why???stuper1 wrote:Moving to southeast Idaho would be pretty close to that, if you ask me.Kriegsspiel wrote:Or a cult, commune, or convent?
- Thu Nov 10, 2016 6:26 pm
- Forum: Other Discussions
- Topic: Lifestyle Design - where to live
- Replies: 36
- Views: 19957
Re: Lifestyle Design - where to live
Moving to southeast Idaho would be pretty close to that, if you ask me.Kriegsspiel wrote:Or a cult, commune, or convent?
- Thu Nov 10, 2016 3:21 pm
- Forum: Other Discussions
- Topic: Lifestyle Design - where to live
- Replies: 36
- Views: 19957
Re: Lifestyle Design - where to live
I grew up in Boise in the 1970s and 1980s. It's grown a lot since then. It has a very vibrant downtown and a nice river that goes right through the city. It's a very outdoorsy oriented place but with a good amount of culture also. To me, the best place to live is close to downtown. You can walk or b...
- Tue Oct 18, 2016 1:46 pm
- Forum: Other Discussions
- Topic: Red state Blue state
- Replies: 33
- Views: 12460
Re: Red state Blue state
My brother lives in Bend. I've only visited. Is it expensive as compared to California coastal cities, or only as compared to say Toledo?
- Tue Oct 18, 2016 1:07 pm
- Forum: Other Discussions
- Topic: Red state Blue state
- Replies: 33
- Views: 12460
Re: Red state Blue state
Bend, Oregon is a nice, smallish, hip sort of town.
- Tue Oct 18, 2016 1:04 pm
- Forum: Permanent Portfolio Discussion
- Topic: Road to Ruin: The Global Elites’ Secret Plan for the Next Financial Crisis
- Replies: 10
- Views: 6894
Re: Road to Ruin: The Global Elites’ Secret Plan for the Next Financial Crisis
What I tell myself to make myself comfortable with bank storage is that the gold is for re-establishing myself after the panic is over, which may be months down the road, when the banks presumably will have to re-open. The gold won't be much use during the panic itself. What you want during the pani...
- Fri Oct 14, 2016 1:01 pm
- Forum: Permanent Portfolio Discussion
- Topic: Slowly bleeding
- Replies: 67
- Views: 41730
Re: Slowly bleeding
There was a controversial guy who used to post on here whose portfolio was basically 50% stocks and 50% gold. He claimed it was less volatile than one might imagine. If you have a fairly long time horizon to ride out some volatility, you might consider that portfolio, since you seem to want to avoid...
- Fri Sep 23, 2016 3:13 pm
- Forum: Other Discussions
- Topic: Fed Seeks Aggressive LImit on Wall Street Commodity Holdings
- Replies: 1
- Views: 1007
Fed Seeks Aggressive LImit on Wall Street Commodity Holdings
http://www.bloomberg.com/news/articles/ ... s-itfye706
Would this proposed regulatory change have any effect on small investors like me?
Would this proposed regulatory change have any effect on small investors like me?
- Thu Sep 08, 2016 12:13 pm
- Forum: Variable Portfolio Discussion
- Topic: SCV+Momemtum Permanent Portfolio
- Replies: 117
- Views: 47839
Re: SCV+Momemtum Permanent Portfolio
Hey InsuranceGuy,
How often do you have to check in on your portfolio with your new strategy? Is it monthly?
How often do you have to check in on your portfolio with your new strategy? Is it monthly?
- Wed Aug 17, 2016 3:20 pm
- Forum: Variable Portfolio Discussion
- Topic: 20% annual returns over 40 years...interested?
- Replies: 571
- Views: 329630
Re: 20% annual returns over 40 years...interested?
Kbg, I apologize, because I think I've asked this before, but could you please tell me again. If someone wanted to run one of these portfolios, like the 75/8/8/8 or the 50/17/17/17, how often would they need to check in on things and potentially do a re-balance? Is this something you have to check o...
- Fri Aug 12, 2016 9:04 pm
- Forum: Other Discussions
- Topic: The Olympics
- Replies: 57
- Views: 25434
Re: The Olympics
I guess i'm nobody then, because i care about brazil. One thing they do really well is music. I say that any culture that can produce music that beautiful can't be all bad. As for the games, count me in as a new rugby fan. What an intense sport. Much better than american football, which i gave up fo...
- Thu Jul 28, 2016 9:43 pm
- Forum: Variable Portfolio Discussion
- Topic: Golden Butterfly Portfolio
- Replies: 539
- Views: 350566
Re: Golden Butterfly Portfolio
Try comparing say 4-year trailing average real returns for the two portfolios with and without gold. I'll bet you'll find that the one with gold is consistently as good or better.
- Mon Jul 25, 2016 3:19 pm
- Forum: Permanent Portfolio Discussion
- Topic: Permanent Portfolio vs. All-Weather - an in-depth analysis
- Replies: 54
- Views: 42285
Re: Permanent Portfolio vs. All-Weather - an in-depth analysis
I like your PP2 for two reasons: 1. 25% gold just feels like too much to me for an asset that just sits there. I've played around with enough backtesting to see that you don't need that much gold to still get a good diversification effect. 15 - 20% seems about right for my liking. 2. With interest r...
- Thu Jul 21, 2016 8:23 am
- Forum: Permanent Portfolio Discussion
- Topic: Permanent Portfolio vs. All-Weather - an in-depth analysis
- Replies: 54
- Views: 42285
Re: Permanent Portfolio vs. All-Weather - an in-depth analysis
Do you think the Golden Butterfly violates this rule by having 40% in stocks split 20% to large cap and 20% to small value?ochotona wrote: Just as a general rule, 40% in any one asset is too much. It really doesn't matter what that asset is. Swensen maintains that any one class should be between 5%-30%.
- Wed Jul 20, 2016 11:39 pm
- Forum: Permanent Portfolio Discussion
- Topic: Permanent Portfolio vs. All-Weather - an in-depth analysis
- Replies: 54
- Views: 42285
Re: Permanent Portfolio vs. All-Weather - an in-depth analysis
With interest rates where they are now, you'd better have an awfully good crystal ball if you are seriously considering putting 40% of your dough in LTTs. I'm going the other way myself toward the Golden Butterfly approach. 20% in cash, gold, and LTTs seems just about right to me.
- Tue Jul 19, 2016 12:31 pm
- Forum: Permanent Portfolio Discussion
- Topic: Things about the PP that do not make sense to me
- Replies: 36
- Views: 19676
Re: Things about the PP that do not make sense to me
Try your model with 1/3 in each of stocks, long bonds, and gold. You'll probably like what you see. Although keeping some percentage in cash, maybe 10%, can help with rebalancing. Unfortunately this approach will give you a longer duration in bonds/cash which won't be pretty when rates rise.