Search found 1320 matches

by boglerdude
Wed Oct 19, 2016 8:50 pm
Forum: Bonds
Topic: Helicopter Money
Replies: 8
Views: 8223

Re: Helicopter Money

How to profit from rising rates?
by boglerdude
Tue Oct 18, 2016 1:57 am
Forum: Permanent Portfolio Discussion
Topic: Road to Ruin: The Global Elites’ Secret Plan for the Next Financial Crisis
Replies: 10
Views: 6930

Re: Road to Ruin: The Global Elites’ Secret Plan for the Next Financial Crisis

He implies that restrictions on withdrawls are sinister, but panics are a real problem. People/markets will never be rational. Either you close banks/suspend redemptions until it passes or...print enough money to satisfy a 500% blip in demand?
by boglerdude
Sat Oct 15, 2016 11:00 pm
Forum: Permanent Portfolio Discussion
Topic: Slowly bleeding
Replies: 67
Views: 42640

Re: Slowly bleeding

There's a real barrier, folks will pull cash if rates get low enough and banks need to charge fees.

Unless the fed pays banks more IOER...
by boglerdude
Sat Oct 15, 2016 12:47 am
Forum: Permanent Portfolio Discussion
Topic: Slowly bleeding
Replies: 67
Views: 42640

Re: Slowly bleeding

"the german 20year etf is yielding 0.35%"

Is the US rate higher because of expected inflation? ie the real rates for safe 1st world countries should be the same? (equilibrate)
by boglerdude
Sat Oct 15, 2016 12:28 am
Forum: Gold
Topic: Gold Rush
Replies: 5
Views: 4477

Re: Gold Rush

Vanguard Mining Fund, P/E –35.8x

Bargain?
by boglerdude
Fri Oct 07, 2016 11:30 pm
Forum: Permanent Portfolio Discussion
Topic: Recent Ray Dalio Remarks
Replies: 4
Views: 3865

Re: Recent Ray Dalio Remarks

How is he determining how long these debt cycles are

Also here's his 300 page essay
http://www.economicprinciples.org/wp-co ... agings.pdf

Wish it were an audio book
by boglerdude
Sun Oct 02, 2016 2:49 pm
Forum: Gold
Topic: Gold Is Money Because It Is Plentiful, Not Because It Is Scarce
Replies: 5
Views: 4195

Re: Gold Is Money Because It Is Plentiful, Not Because It Is Scarce

Tempted to buy miners, but it's terrible for the environment.

Are there any that focus on essentials like copper, with gold as a side effect. Id feel better about that
by boglerdude
Mon Sep 26, 2016 7:29 pm
Forum: Other Discussions
Topic: Bi-Metallic Standard
Replies: 17
Views: 10171

Re: Bi-Metallic Standard

So japan.gov is printing yen and buying real assets like companies. eg they print 100 billion, then write down on their ledger "100 billion I have to pay back in 10 years" Then 9 years later they print another 100 billion, pay off that loan, and have another loan due in 10 years. Repeat fo...
by boglerdude
Sat Sep 24, 2016 7:51 pm
Forum: Other Discussions
Topic: Bi-Metallic Standard
Replies: 17
Views: 10171

Re: Bi-Metallic Standard

To continue this [bitcoin/gold/fixed currency supply] example: You build 10 homes worth $10k each ($ meaning the cost of a basket of goods) First house you get 1 full 10k bitcoin, next house you get less than a bitcoin (increasing demand for limited coins) but that fractional coin is still worth $10...
by boglerdude
Tue Sep 20, 2016 11:34 pm
Forum: Stocks
Topic: Market cap weighting vs other methods
Replies: 16
Views: 15427

Re: Market cap weighting vs other methods

Why do equal weighted funds outperform capweighted
by boglerdude
Tue Sep 20, 2016 10:46 pm
Forum: Permanent Portfolio Discussion
Topic: Investment Risk Tolerance Quiz
Replies: 26
Views: 17181

Re: Investment Risk Tolerance Quiz

24 - average/moderate tolerance for risk.

Expected lower. . .I found this forum after all.

They say people are irrationally risk averse but it also depends on how much you can afford to lose.
by boglerdude
Tue Sep 20, 2016 10:08 pm
Forum: Stocks
Topic: Market cap weighting vs other methods
Replies: 16
Views: 15427

Re: Market cap weighting vs other methods

http://www.morningstar.com/advisor/v/82 ... flawed.htm

His backtesting shows a monkey-seleted fund beats capweighting. Why?
by boglerdude
Tue Sep 20, 2016 9:52 pm
Forum: Other Discussions
Topic: Bi-Metallic Standard
Replies: 17
Views: 10171

Re: Bi-Metallic Standard

If a bitcoin is set to be worth $10k (by fiat? by the market?)

And someone builds a house worth $10k, should they not get a full bitcoin for it? (ergo if enough homes are built, we'd run out of full bitcoins?)
by boglerdude
Sat Sep 10, 2016 6:25 pm
Forum: Permanent Portfolio Discussion
Topic: Question on LTB and cash
Replies: 6
Views: 4811

Re: Question on LTB and cash

CDs are good.

Anybody using EDV?
https://personal.vanguard.com/us/funds/ ... undId=0930

Could you check up on that once a year and rebalance in/out of it?

Any ETF liquidity risk?
by boglerdude
Thu Sep 08, 2016 6:44 pm
Forum: Other Discussions
Topic: Bi-Metallic Standard
Replies: 17
Views: 10171

Re: Bi-Metallic Standard

> The best thing you can do with any form of money is get rid of it ASAP Isnt debasement one of the reasons people want to use bitcoin? So is bitcoin doomed to fail as currency because there couldnt be enough of it to support trade, or should it be illegal for the sake of the greater good? > money i...
by boglerdude
Wed Sep 07, 2016 7:51 pm
Forum: Other Discussions
Topic: Bi-Metallic Standard
Replies: 17
Views: 10171

Re: Bi-Metallic Standard

So you're against a gold standard?

> The Fed no longer has the authority to buy corporate bonds

Why? Seems the ECB didnt get that memo...
by boglerdude
Tue Aug 30, 2016 2:17 am
Forum: Permanent Portfolio Discussion
Topic: Long bonds, at these rates?
Replies: 25
Views: 14596

Re: Long bonds, at these rates?

* People have been saying "interest rates can't go any lower" for years. And yet they keep going lower. Why do you think the prediction is right this time? Not predicting, just sayin' that rates have been higher than 10%, and going below zero in the US might raise eyebrows. So, seems like...
by boglerdude
Mon Aug 29, 2016 10:59 pm
Forum: Bonds
Topic: The Case For Negative Nominal Interest Rates As Presented At Jackson Hole
Replies: 8
Views: 6016

Re: The Case For Negative Nominal Interest Rates As Presented At Jackson Hole

From the old quote, "If the American people ever allow private banks to control the issue of their currency, first by inflation, then by deflation, the banks and corporations that will grow up around them will deprive the people of all property" How would that work exactly? esp the deflati...
by boglerdude
Wed Aug 24, 2016 3:34 am
Forum: Permanent Portfolio Discussion
Topic: Long bonds, at these rates?
Replies: 25
Views: 14596

Long bonds, at these rates?

Novice here, setting up PP. If I'm buy and hold (dont plan on much trading) could I just use cash (1%) instead of long bonds (VWESX?) since rates cant go much lower?