Search found 655 matches

by Dieter
Sun Mar 29, 2020 4:00 pm
Forum: Other Discussions
Topic: Coronavirus Conspiracy Theories
Replies: 143
Views: 42813

Re: Coronavirus Conspiracy Theories

I wouldn't trust Russia numbers.

But I also can easily believe they responded better to it than the US did.
by Dieter
Sat Mar 28, 2020 10:15 pm
Forum: Permanent Portfolio Discussion
Topic: Trying to make sense of PRPFX performance
Replies: 10
Views: 4699

Re: Trying to make sense of PRPFX performance

PRPFX has been something of a thorn in my side when I'm trying to sell people on the PP strategy. They often do Googling and point to the performance of PRPFX as a reason not to invest. I always have to remind them that PRPFX is not the true PP. That find just annoys me. So much active management a...
by Dieter
Sat Mar 28, 2020 3:32 pm
Forum: Permanent Portfolio Discussion
Topic: Who's had to rebalance?
Replies: 18
Views: 7766

Re: Who's had to rebalance?

... It's been interesting to me to see a friend's "Larry" Portfolio (with 10% each SCV, EM and TSM and 70% ITT's) experiencing about half the drawdowns of the GB in the market carnage thus far ... Got me curious.... Based on VG funds, 2020 YTD (March 27): TSM : -22% SCV: -35% EM: -25% MM: +.33% (Fe...
by Dieter
Fri Mar 27, 2020 6:35 pm
Forum: Other Discussions
Topic: I shared fake news and feel like an idiot
Replies: 18
Views: 4852

Re: I shared fake news and feel like an idiot

Bastard (j.k) --- I shared the general concept with a good friend of mine who lives in Vancouver, BC.

(Not my friend who lives in Vancouver, WA, USA, which sometimes confused me to no end).

But it is true that it could happen in general.

https://m.youtube.com/watch?feature=you ... cqA-9zDmgU
by Dieter
Fri Mar 27, 2020 6:25 pm
Forum: Other Discussions
Topic: I shared fake news and feel like an idiot
Replies: 18
Views: 4852

Re: I shared fake news and feel like an idiot

Share what you shared? I'm afraid I've also shared fake news.
by Dieter
Thu Mar 26, 2020 8:28 pm
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 5196
Views: 1780842

Re: Coronavirus General Discussion

And, I since learned that many of those in the cruise ship industry are registered under foreign flags to avoid paying U.S. taxes. Vinny Slightly off topic, but if they are doing that what does it tell you? Maybe that US taxes are too high compared to the other options? Why don't they go to the cou...
by Dieter
Thu Mar 26, 2020 5:16 pm
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 5196
Views: 1780842

Re: Coronavirus General Discussion

Why indeed. Bars are closed but here come the cruise ships. Makes no sense. Why was Trump always making it a point of emphasis every day that we had to help the airlines industry, the hotel industry...……….the cruise ship industry??!! I did some limited research and it seemed like the entire world w...
by Dieter
Thu Mar 26, 2020 2:06 am
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 5196
Views: 1780842

Re: Coronavirus General Discussion

Just found this suit with US numbers (didn't see it mentioned before, assuming no typos in my search):

https://covidtracking.com/us-daily/

Can download raw data if want to play with it yourself (I haven't tried / looked at that).
by Dieter
Thu Mar 26, 2020 1:54 am
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 5196
Views: 1780842

Re: Coronavirus General Discussion

I have been trying to wrap my head around numbers, and this one (from Denninger) stood out. Why are the hospitals swamped at this level of death? Because for every coronavirus death, there are many more coronavirus hospitalizations. The hospitalizations are what’s swamping the hospitals, not just t...
by Dieter
Thu Mar 26, 2020 1:23 am
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 5196
Views: 1780842

Re: Coronavirus General Discussion

I have been trying to wrap my head around numbers, and this one (from Denninger) stood out. Why are the hospitals swamped at this level of death? ------------------------------- There have been 6,820 deaths allegedly from (really "with") Coronavirus in Italy. Italy isn't lying, right -- we can trus...
by Dieter
Wed Mar 25, 2020 5:45 pm
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 5196
Views: 1780842

Re: Coronavirus General Discussion

https://www.npr.org/2020/03/25/820595489/why-germanys-coronavirus-death-rate-is-far-lower-than-in-other-countries Why Germany’s Coronavirus Death Rate is Far Lower than in Other Countries [/b][/i] Is it because they’re the Master Race? Oh, I see it: because of his country's ability to test early an...
by Dieter
Mon Mar 23, 2020 10:50 pm
Forum: Permanent Portfolio Discussion
Topic: Asset Allocation in the Most Painful Month
Replies: 31
Views: 14187

Re: Asset Allocation in the Most Painful Month

I think Sophie posted recently on how long it took Gold and LTT to react in 2008/2009 crash.

It wasn't immediate.
by Dieter
Mon Mar 23, 2020 3:39 pm
Forum: Permanent Portfolio Discussion
Topic: Who's had to rebalance?
Replies: 18
Views: 7766

Re: Who's had to rebalance?

A little on Friday from cash to stocks in my 403(b).

Debating when to do more, as I think I'm at our house to LTT / Gold bands.
by Dieter
Mon Mar 23, 2020 3:32 pm
Forum: Permanent Portfolio Discussion
Topic: Asset Allocation in the Most Painful Month
Replies: 31
Views: 14187

Re: Asset Allocation in the Most Painful Month

Thanks Tyler.

And SCV - ouch.

A lesson in expected vs actual or some such.
by Dieter
Sun Mar 22, 2020 2:08 pm
Forum: Other Discussions
Topic: Trump as tragicomedy
Replies: 958
Views: 380183

Re: Trump as tragicomedy

I think the MSM is way more hostile to Republicans now than they were in 2003. For some of us they are still being way less hostile than necessary! And, you are leaving out that all the talk radio is absolutely dominated by conservatives. They are a MAJOR part of the media. What were they all sayin...
by Dieter
Sat Mar 21, 2020 8:22 pm
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 5196
Views: 1780842

Re: Coronavirus General Discussion

Ok, I read the article. He claims that 1% is a likely proportion of the population to be infected, but provides no evidence for that percentage as far as I could tell. Did I miss something? He doesn't claim that it is likely. It was an assumption in a scenario he was laying out: "If we assume that ...
by Dieter
Sat Mar 21, 2020 2:27 pm
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 5196
Views: 1780842

Re: Coronavirus General Discussion

WiseOne -- how does this correlate to the close to 800 deaths in Italy in the last day being attributed to COVID-19?

Not all COVID-19?

Other?
by Dieter
Fri Mar 20, 2020 6:25 pm
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 5196
Views: 1780842

Re: Coronavirus General Discussion

Smith1776 wrote:
Fri Mar 20, 2020 4:15 pm
I have another date today with that girl I told you guys about. The one that lives down the street.

We have not been practicing social distancing. O0
Nice.

You mentioned music practice above -- what do you play?

Online lessons? Or on a band and rehearsal for thing?
by Dieter
Fri Mar 20, 2020 6:19 pm
Forum: Other Discussions
Topic: Senators Sold Stock, Sounded No Alarms
Replies: 32
Views: 7589

Re: Senators Sold Stock, Sounded No Alarms

To be fair here... everyone had access to the data about the virus well in advance. Everyone had the same opportunity to act on that info and derisk before the crash. Classified briefing to senator: it's gonna suck Senator to public: nothing to worry about Senator to business leaders: prepare for t...
by Dieter
Fri Mar 20, 2020 6:13 pm
Forum: Stocks
Topic: Stock scream room
Replies: 1438
Views: 645786

Re: Stock scream room

Moving a bit from cash to stocks tonight. Markets to really tank next week. I get part 1 because I'm about to do that too (except it'll be a true rebalance). I don't get part 2 though...you might be right of course, but how do you know? The cynic in me. If I waited, stocks would go up. :)
by Dieter
Fri Mar 20, 2020 3:36 pm
Forum: Stocks
Topic: Stock scream room
Replies: 1438
Views: 645786

Re: Stock scream room

Moving a bit from cash to stocks tonight.

Markets to really tank next week.
by Dieter
Fri Mar 20, 2020 1:11 am
Forum: Other Discussions
Topic: Coronavirus General Discussion
Replies: 5196
Views: 1780842

Re: Coronavirus General Discussion

Smith1776 wrote:
Thu Mar 19, 2020 11:43 pm
https://9gag.com/gag/ax7w5zL
That is so me. Although two computers - one for work, one to pay bills.

And misses using the phone to read FB, news, forums...
by Dieter
Thu Mar 19, 2020 11:03 pm
Forum: Other Discussions
Topic: Xan! Forum Stats!
Replies: 9
Views: 2164

Re: Xan! Forum Stats!

Has there been more interest in the PP? I haven't been active for a while, but seems like existing folks talking more. Now if the market stays down for a while and portfolio comparisons start showing PP favorably to other portfolios, then I expect to see more new people. Just my perception, anyways....
by Dieter
Thu Mar 19, 2020 7:00 pm
Forum: Stocks
Topic: Stock scream room
Replies: 1438
Views: 645786

Re: Stock scream room

For anyone that has been on the fence about rebalancing, tomorrow is probably a good day to do so. It is monthly options expiration. This selloff started the very first day after Feb options expiration for a reason. Dealers were positive gamma before then, and that pinned the indexes up. This month...