Search found 2815 matches

by Kbg
Fri Nov 18, 2022 7:47 am
Forum: Politics
Topic: US House to investigate the Bidens et al
Replies: 15
Views: 1694

Re: US House to investigate the Bidens et al

I don't think they will find anything new on the FBI as that dog has been run. I am looking forward to the social media companies side of the investigation. However, I think at the end of the day, given current law, they can simply say our job is take make money and those were our decisions. May no...
by Kbg
Thu Nov 17, 2022 6:34 pm
Forum: Other Discussions
Topic: First trillionaire?
Replies: 15
Views: 1015

Re: First trillionaire?

Interesting there are no Chinese names on the list...a good way to be a target of Xi and the CCP? I have a hard time believing there isn't at least 1 or 2 up there.
by Kbg
Thu Nov 17, 2022 6:25 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1160
Views: 828057

Re: Putin Invades Ukraine II

The standard...corruption, they're as bad as the Russians, we should be spending all this money on the border, getting involved in yet another war, let's cut them off. Some of the above I have sympathy for as well. I just happen to believe what's going on in this particular situation is a bit except...
by Kbg
Thu Nov 17, 2022 6:07 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1160
Views: 828057

Re: Putin Invades Ukraine II

Great tangent on the infowar...wow, a complete blowout but a little spin from me. In infowar a key principle is that you have to be considered credible. Russia has so discredited themselves that I don't think they recover in the west for at least a generation. It's interesting to watch Tucker and I'...
by Kbg
Thu Nov 17, 2022 5:53 pm
Forum: Politics
Topic: How did YOU vote???!!
Replies: 62
Views: 9239

Re: How did YOU vote???!!

Also...I saw a Tweet that said only 27% of the Gen Z populace even bothered to vote. IDK if accurate but a lot of not much ain't much. Yes but what % of their ballots were collected? That's the game now, apparently. Meaning? Meaning that in many states with loose regulations or lax enforcement rega...
by Kbg
Thu Nov 17, 2022 5:32 pm
Forum: Politics
Topic: US House to investigate the Bidens et al
Replies: 15
Views: 1694

Re: US House to investigate the Bidens et al

I don't think they will find anything new on the FBI as that dog has been run. I am looking forward to the social media companies side of the investigation. However, I think at the end of the day, given current law, they can simply say our job is take make money and those were our decisions. May not...
by Kbg
Thu Nov 17, 2022 4:24 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1160
Views: 828057

Re: Putin Invades Ukraine II

Posting an image 4 days after the invasion and reports from 2014...pales in comparison to the unmitigated atrocity of the Russians over the past 9 months. I'm certain there are war crimes going both ways, but every report shows the mass preponderance perpetrated by the Russians. I see why the Ukran...
by Kbg
Thu Nov 17, 2022 4:22 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1160
Views: 828057

Re: Putin Invades Ukraine II

Oct 2022 UN War Crimes Report https://www.ohchr.org/sites/default/files/2022-10/A-77-533-AUV-EN.pdf Hmmm...In the War Crimes Games the current score is: Ukraine single digits Russia hundreds, or did they make it to 4 digits? Rhetorical questions: 1. Has there ever been a war with zero war crimes? 2...
by Kbg
Thu Nov 17, 2022 2:29 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1160
Views: 828057

Re: Putin Invades Ukraine II

Kriegs, Awesome response! I really appreciate you putting the time into this one. It's always nice to have quality debates on a forum as they tend to be pretty rare these days. I'll try to provide same quality in a reply but a little maxed out with work and life right now. An outline would go someth...
by Kbg
Wed Nov 16, 2022 12:57 pm
Forum: Politics
Topic: How did YOU vote???!!
Replies: 62
Views: 9239

Re: How did YOU vote???!!

flyingpylon wrote:
Tue Nov 15, 2022 2:27 pm
Kbg wrote:
Tue Nov 15, 2022 12:49 pm
Also...I saw a Tweet that said only 27% of the Gen Z populace even bothered to vote. IDK if accurate but a lot of not much ain't much.
Yes but what % of their ballots were collected? That's the game now, apparently.
Meaning?
by Kbg
Wed Nov 16, 2022 12:56 pm
Forum: Politics
Topic: Anybody got Beef with the Dispatch, Jonah Goldberg, David French etc.
Replies: 136
Views: 14072

Re: Anybody got Beef with the Dispatch, Jonah Goldberg, David French etc.

I think in general the US voter is done with left and right crazy and we're starting to see that.
by Kbg
Wed Nov 16, 2022 10:34 am
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1160
Views: 828057

Re: Putin Invades Ukraine II

However, other than 9/11 (from an American standpoint) I can't think of a more worthy war to support in recent times. I'm assuming that you meant "other than the US in Afghanistan , I can't think of a more worthy belligerent to support than Ukraine in recent times." I'd take the opposite side of th...
by Kbg
Tue Nov 15, 2022 6:43 pm
Forum: Variable Portfolio Discussion
Topic: A history lesson for our crypto trolls
Replies: 23
Views: 3708

Re: A history lesson for our crypto trolls

IDK...crypto to me seemed a no-brainer "not a good idea." Little if anything, on close inspection, made sense or was likely to be sustainable.
by Kbg
Tue Nov 15, 2022 6:41 pm
Forum: Bonds
Topic: Bond barbell vs. other options
Replies: 12
Views: 2654

Re: Bond barbell vs. other options

The psychology aspect is a thing for sure. Really though, one should not isolate assets when thinking about the PP. Way too many folks do that. What matters, truly matters, is how the assets work together. We humans like to tinker though. :D The HBPP was designed explicitly to have assets that were ...
by Kbg
Tue Nov 15, 2022 1:55 pm
Forum: Other Discussions
Topic: US Legislative Majority after November 8
Replies: 17
Views: 1630

Re: US Legislative Majority after November 8

You left out the most probable outcome as a choice of the Rs don't sweep it. House = R Senate remains D Hence a non-vote from me What no props for my excellent political forecast?! :) Ball's definitely in the R's court to reign in Trump and associated whack jobs. It will be interesting to see if th...
by Kbg
Tue Nov 15, 2022 1:40 pm
Forum: Other Discussions
Topic: Cause of aircraft crash?
Replies: 4
Views: 817

Re: Cause of aircraft crash?

https://cms.zerohedge.com/s3/files/inline-images/2022-11-12_16-09-29.png?itok=RKVJZ_LT Any further details as to the cause? Pilot error? https://www.zerohedge.com/markets/shocking-video-shows-plane-collides-b-17-bomber-dallas-airshow Definitely pilot error on the part of the smaller fighter. His cl...
by Kbg
Tue Nov 15, 2022 12:55 pm
Forum: Politics
Topic: The Fourth Branch of Government
Replies: 42
Views: 9248

Re: The Fourth Branch of Government

I think student loans are probably going to the Supreme Court for resolution. A couple of districts are involved now. To me, it seems a huge step on Congressional powers delineated in the constitution. Oh, what I would give for a Congress that would take on the Executive in a bi-partisan way. I kind...
by Kbg
Tue Nov 15, 2022 12:49 pm
Forum: Politics
Topic: How did YOU vote???!!
Replies: 62
Views: 9239

Re: How did YOU vote???!!

Also...I saw a Tweet that said only 27% of the Gen Z populace even bothered to vote. IDK if accurate but a lot of not much ain't much. I do think we get imprinted young and it sticks with us. No doubt I've been a Republican mostly due to Reagan (1st Pres. vote) and no matter what, I still find mysel...
by Kbg
Tue Nov 15, 2022 12:40 pm
Forum: Politics
Topic: Anybody got Beef with the Dispatch, Jonah Goldberg, David French etc.
Replies: 136
Views: 14072

Re: Anybody got Beef with the Dispatch, Jonah Goldberg, David French etc.

I think the R primary is going to be by far the most entertaining. Trump will run, but I don't think this time he's going to win. People I know who are MAGA types pretty much understand (now) he has no chance of winning a general.

Apparently the Trump circus is going to launch tonight...
by Kbg
Tue Nov 15, 2022 12:33 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1160
Views: 828057

Re: Putin Invades Ukraine II

A terrorist/pariah state having a permanent seat in the United Nations that can veto UN decisions pretty much invalidates the UN's purpose. Yup...whether that's good or bad is a little more difficult question in my mind. I think it's a good thing to have international forums where countries can com...
by Kbg
Tue Nov 15, 2022 12:29 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1160
Views: 828057

Re: Putin Invades Ukraine II

It's incredibly sad on a human level as all wars are. However, other than 9/11 (from an American standpoint) I can't think of a more worthy war to support in recent times. Russian political culture is something else. I often wonder what it might become when A) Soviet era thugs and the populace dies ...
by Kbg
Tue Nov 15, 2022 12:18 pm
Forum: Variable Portfolio Discussion
Topic: A history lesson for our crypto trolls
Replies: 23
Views: 3708

Re: A history lesson for our crypto trolls

I'm of the opinion that Bitcoin is our only hope at taking power back from the elites in Washington. Control of the money is too much power. Bitcoin is an engineering solution to the political ills of our times. We need more engineers in politics. The world is too complex for the usual sorts of con...
by Kbg
Tue Nov 15, 2022 11:27 am
Forum: Bonds
Topic: Bond barbell vs. other options
Replies: 12
Views: 2654

Re: Bond barbell vs. other options

I'm interested in revisiting the classic long-term Treasury/money market barbell. I don't mean to incur the wrath of any "stay the course no matter what" purists but I'm under the impression that many of us "fudge" these allocations to some degree anyway. Way back when the permissible level of fudg...
by Kbg
Tue Nov 15, 2022 11:05 am
Forum: Bonds
Topic: Treasury Notes (Auction vs Secondary - basically a wash?)
Replies: 14
Views: 4033

Re: Treasury Notes (Auction vs Secondary - basically a wash?)

Here's a good article on taxation when bonds are bought at a discount or premium. https://www.investopedia.com/articles/tax/08/bond-tax.asp A bond bought at issue and held to maturity will have no tax effects other than the interest portion. Secondary market purchases are when the more complicated t...
by Kbg
Tue Nov 15, 2022 10:56 am
Forum: Permanent Portfolio Discussion
Topic: Optimisation - A waste of time?
Replies: 3
Views: 1404

Re: Optimisation - A waste of time?

No kidding...and kinda demonstrates the point! I normally use some form of averaging with segmented data to arrive upon potential allocations (or values for trading systems). Dual Momentum isn't talked about much anymore, but an application example is to not use a single 12 mo lookback but use 3-12 ...