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  Topic: Trip to Italy
mathu1968

Replies: 14
Views: 1216

PostForum: Lounge - Consumer, Leisure, and General Interest   Posted: Thu Nov 05, 2009 2:14 pm   Subject: Re: Trip to Italy
My wife and I are considering a trip to Italy, but would prefer not to be part of a large tour group shuffled from place to place on a bus. I've heard of personalized tours with a guide/driver and eve ...
  Topic: Ecstasy of Gold (The Good, the Bad, the Ugly)
mathu1968

Replies: 4
Views: 412

PostForum: Lounge - Consumer, Leisure, and General Interest   Posted: Thu Nov 05, 2009 12:02 am   Subject: Ecstasy of Gold (The Good, the Bad, the Ugly)
Well, I'm going out into the wilderness for a few weeks. I probably won't be back here till the 25th of November or later. So here is a little something to remember me by. Wink

For all you mu ...
  Topic: Western Fans: the good, the bad and the ugly sound track
mathu1968

Replies: 7
Views: 760

PostForum: Lounge - Consumer, Leisure, and General Interest   Posted: Wed Nov 04, 2009 11:25 pm   Subject: Western Fans: the good, the bad and the ugly sound track
That was great! What the heck did we all do before internet?

Sat in coffee houses and taverns, drank coffee, talked politics, economics, investing, sports and in general had a good time.

Perhap ...
  Topic: Gold and gold stocks during deflation/inflation
mathu1968

Replies: 34
Views: 1857

PostForum: Investing - Theory, News & General   Posted: Wed Nov 04, 2009 11:18 pm   Subject: Gold and gold stocks during deflation/inflation
Owning a small amount of gold for diversification makes sense to me.

I own a gold wedding ring, although only one. I don't think my wife would approve of diversification. Laughing

Rick Ferri

H ...
  Topic: Gold hits record high on India purchase
mathu1968

Replies: 25
Views: 1849

PostForum: Investing - Theory, News & General   Posted: Wed Nov 04, 2009 5:14 pm   Subject: Gold hits record high on India purchase
India just bought 200 tons

I thought this stuff was rare?

It is relatively speaking. One could fit all the above ground gold supply in a 30 by 30 yard cube. Now how much that weighs I don't kn ...
  Topic: A different view on gold and currencies
mathu1968

Replies: 9
Views: 990

PostForum: Investing - Theory, News & General   Posted: Wed Nov 04, 2009 1:29 pm   Subject: Re: excellent article
Very insightful article. If other fiat currencies collapse, it will tend to drive the demand for gold, not necessarily the dollar.

Gold is bedrock for me. It isn't so much about a "return on ...
  Topic: A different view on gold and currencies
mathu1968

Replies: 9
Views: 990

PostForum: Investing - Theory, News & General   Posted: Wed Nov 04, 2009 1:26 pm   Subject: A different view on gold and currencies
mathu1968: do you do that through the Permanent Portfolio Fund?

No I do it through using vanguard funds for my cash, bonds and stocks, and gold bullion for that portion of the portfolio. The cheap ...
  Topic: Western Fans: the good, the bad and the ugly sound track
mathu1968

Replies: 7
Views: 760

PostForum: Lounge - Consumer, Leisure, and General Interest   Posted: Wed Nov 04, 2009 1:20 pm   Subject: Such talent
Glad you guys like it.
  Topic: The Sound of Music: you won't believe this
mathu1968

Replies: 13
Views: 2061

PostForum: Lounge - Consumer, Leisure, and General Interest   Posted: Wed Nov 04, 2009 1:19 pm   Subject: You're welcome
You are welcome. Glad you enjoyed it. I admire creativity and talent like that.

In my philosophical training I learned the three transcendentals are Truth, Goodness, and Beauty. There is nothi ...
  Topic: Owning Gold for the Long Term
mathu1968

Replies: 22
Views: 1251

PostForum: Investing - Theory, News & General   Posted: Wed Nov 04, 2009 1:04 pm   Subject: Re: Owning Gold for the Long Term

You've got to be kidding. Making an allocation is not performance chasing. The articles were all about a long term investment. Some of you guys see my name come up and jump to conclusions a littl ...
  Topic: Gold and gold stocks during deflation/inflation
mathu1968

Replies: 34
Views: 1857

PostForum: Investing - Theory, News & General   Posted: Wed Nov 04, 2009 12:55 pm   Subject: Gold and gold stocks during deflation/inflation
Owning a small amount of gold for diversification makes sense to me.

I own a gold wedding ring, although only one. I don't think my wife would approve of diversification. Laughing

Rick Ferri

H ...
  Topic: Gold and gold stocks during deflation/inflation
mathu1968

Replies: 34
Views: 1857

PostForum: Investing - Theory, News & General   Posted: Wed Nov 04, 2009 12:50 pm   Subject: Hold gold as a % of your overall portfolio, no less than 5%
Owning a small amount of gold for diversification makes sense to me.

I would only add this. I found this clip from today that I think is relevant to understanding the role of gold in ones over all ...
  Topic: Owning Gold for the Long Term
mathu1968

Replies: 22
Views: 1251

PostForum: Investing - Theory, News & General   Posted: Tue Nov 03, 2009 9:10 am   Subject: Gold's return
I was once explained by someone that gold is better viewed as a "store of value".

Example was given:

Year 1900 what would an ounce of gold buy? A very nice retail men's suit.

Take ...
  Topic: Owning Gold for the Long Term
mathu1968

Replies: 22
Views: 1251

PostForum: Investing - Theory, News & General   Posted: Mon Nov 02, 2009 11:49 pm   Subject: Re: companies in bankruptcy"
This cannot be true. There are thousands of created companies that have not "collapsed into bankruptcy."

Try rewording your post and back it up with a source.

You of course are correc ...
  Topic: Owning Gold for the Long Term
mathu1968

Replies: 22
Views: 1251

PostForum: Investing - Theory, News & General   Posted: Mon Nov 02, 2009 11:42 pm   Subject: Re: Owning Gold for the Long Term
Here is a strong argument for making a 5-20% IMHO allocation into gold for the long term. In fact two excellent articles.



You would have never seen this performance chasing in gold during the ...
  Topic: Owning Gold for the Long Term
mathu1968

Replies: 22
Views: 1251

PostForum: Investing - Theory, News & General   Posted: Mon Nov 02, 2009 11:32 pm   Subject: Re: Owning Gold for the Long Term
Here is a strong argument for making a 5-20% IMHO allocation into gold for the long term. In fact two excellent articles.

Looking at a couple of the recent threads you've started I'm getting the i ...
  Topic: The Sound of Music: you won't believe this
mathu1968

Replies: 13
Views: 2061

PostForum: Lounge - Consumer, Leisure, and General Interest   Posted: Mon Nov 02, 2009 9:32 pm   Subject: The Sound of Music: you won't believe this
Here is a rather interesting Sound of Music rendition.

http://www.youtube.com/watch?v=7EYAUazLI9k

enjoy.
  Topic: Western Fans: the good, the bad and the ugly sound track
mathu1968

Replies: 7
Views: 760

PostForum: Lounge - Consumer, Leisure, and General Interest   Posted: Mon Nov 02, 2009 9:31 pm   Subject: Western Fans: the good, the bad and the ugly sound track
This is great! The Good, the Bad, and the Ugly.

enjoy,

http://www.lewrockwell.com/blog/lewrw/archives/028376.html
  Topic: Owning Gold for the Long Term
mathu1968

Replies: 22
Views: 1251

PostForum: Investing - Theory, News & General   Posted: Mon Nov 02, 2009 9:23 pm   Subject: A Mistake
In the history of the world, every company ever created as eventually collapsed into bankruptcy. Even the largest, such as the Dutch East India Company and the Hudson Bay Company, which act as quasi-g ...
  Topic: Vivaldi's "Summer" on an "accordian!"
mathu1968

Replies: 11
Views: 828

PostForum: Lounge - Consumer, Leisure, and General Interest   Posted: Mon Nov 02, 2009 9:01 pm   Subject: Check it out
Just in case you missed it, I am bumping this up. Something beautiful.

all the best.
  Topic: Owning Gold for the Long Term
mathu1968

Replies: 22
Views: 1251

PostForum: Investing - Theory, News & General   Posted: Mon Nov 02, 2009 8:59 pm   Subject: Owning Gold for the Long Term
Here is a strong argument for making a 5-20% IMHO allocation into gold for the long term. In fact two excellent articles.

http://www.thedailycrux.com/content/3264/Gold

http://goldmoney.com/comm ...
  Topic: A different view on gold and currencies
mathu1968

Replies: 9
Views: 990

PostForum: Investing - Theory, News & General   Posted: Sun Nov 01, 2009 1:23 am   Subject: excellent article
Very insightful article. If other fiat currencies collapse, it will tend to drive the demand for gold, not necessarily the dollar.

Gold is bedrock for me. It isn't so much about a "return on ...
  Topic: Is gold more than 5% of your portfolio? 10%?
mathu1968

Replies: 44
Views: 2300

PostForum: Investing - Help with Personal Investments   Posted: Sun Nov 01, 2009 1:16 am   Subject: % gold bullion
Gold bullion and gold stocks are very different investments. I wouldn't at all comsider them interchangable. Stocks add leverage at times, but they can often act quite differently than gold bullion. ...
  Topic: Why own Gold Stocks?
mathu1968

Replies: 0
Views: 253

PostForum: Investing - Theory, News & General   Posted: Fri Oct 30, 2009 4:07 pm   Subject: Why own Gold Stocks?
Here is a rather interesting and indepth article on the radical difference between gold bullion and gold stocks as investment vehicles.

http://www.lewrockwell.com/casey/casey32.1.html

all the be ...
  Topic: Real Estate 101
mathu1968

Replies: 29
Views: 1805

PostForum: Investing - Theory, News & General   Posted: Thu Oct 29, 2009 11:00 am   Subject: Comments
I've been slowing transitioning into the real estate investing business over the last few years, and I have come to believe that can certainly be a great investment but for most it isn't.

So many s ...
  Topic: What is a "Black Swan," really?: Nassim Taleb
mathu1968

Replies: 39
Views: 2424

PostForum: Investing - Theory, News & General   Posted: Thu Oct 29, 2009 7:09 am   Subject: Good point
As an academic scientist, I would like to say that is one terribly written abstract. I'm certainly not going to bother with the paper.

It is great when a professional writes something like this. ...
  Topic: Death of 'Soul of Capitalism": Bogle, Faber, Moore
mathu1968

Replies: 18
Views: 2116

PostForum: Investing - Theory, News & General   Posted: Wed Oct 28, 2009 9:55 pm   Subject: Re: Death of 'Soul of Capitalism": Bogle, Faber, Moore
Here is a great article that references John Bogle. It refers to his book The battle for the soul of capitalism, along with other writers. Hopefully we can carry Jack's reforming spirit forward.

...
  Topic: Real Estate 101
mathu1968

Replies: 29
Views: 1805

PostForum: Investing - Theory, News & General   Posted: Wed Oct 28, 2009 9:46 pm   Subject: Thanks
Fluffystaken,

Thanks. That makes some sense...especially since historical stock P/E ratios on average I believe have been around 14/1 if memory serves. Maybe that has something to do with that re ...
  Topic: Vivaldi's "Summer" on an "accordian!"
mathu1968

Replies: 11
Views: 828

PostForum: Lounge - Consumer, Leisure, and General Interest   Posted: Wed Oct 28, 2009 9:40 pm   Subject: I agree
Nisiprius,

I agree with you. I guess it is because too many like me have never heard it used in such a brilliant manner.
  Topic: Vivaldi's "Summer" on an "accordian!"
mathu1968

Replies: 11
Views: 828

PostForum: Lounge - Consumer, Leisure, and General Interest   Posted: Wed Oct 28, 2009 8:30 pm   Subject: Vivaldi's "Summer" on an "accordian!"
You have got to listen to this. Vivaldi's "Summer" on an "accordian." Amazing.

http://djallyn.org/archives/5639
  Topic: Real Estate 101
mathu1968

Replies: 29
Views: 1805

PostForum: Investing - Theory, News & General   Posted: Wed Oct 28, 2009 7:16 pm   Subject: Re: Real Estate 101


Seems pretty obvious to me that real estate that doesn't provide income isn't an investment. Non-financially educated people tend to use the word "investment" quite broadly.

Not tru ...
  Topic: Real Estate 101
mathu1968

Replies: 29
Views: 1805

PostForum: Investing - Theory, News & General   Posted: Wed Oct 28, 2009 5:15 pm   Subject: Rule of thumb
Real estate can generate income. If it is your home, there is the imputed income in not having to pay rent that was mentioned above.

unfortunately, you still have to pay the mortgage every month ( ...
  Topic: Investing News: The Eightieth Anniversary of Black Thursday.
mathu1968

Replies: 8
Views: 980

PostForum: Investing - Theory, News & General   Posted: Wed Oct 28, 2009 2:57 pm   Subject: Glad you enjoyed it
I'm glad some of you "enjoyed" it. History isn't always enjoyable, but I like to think the better we know history the less likely we will repeat its bad features.

I didn't agree with all ...
  Topic: Real Estate 101
mathu1968

Replies: 29
Views: 1805

PostForum: Investing - Theory, News & General   Posted: Wed Oct 28, 2009 1:03 pm   Subject: Re: Real Estate 101
Now, please don't get me in trouble with the moderators. I know this guy has political opinions. But in this clip, he stays away from those and focuses on an investment issue that comes up with many ...
  Topic: What Book Are YOU Currently Reading? PART II
mathu1968

Replies: 1012
Views: 192451

PostForum: Lounge - Consumer, Leisure, and General Interest   Posted: Wed Oct 28, 2009 2:42 am   Subject: The Last Knight of Liberalism
I just ordered this biography about Ludwig von Mises. I already know a lot about his amazing life. From the reviews I am very much looking forward to reading this soon to be classis.

http://mises ...
  Topic: PIMCO's Gross: Fed programs end may pressure debt
mathu1968

Replies: 9
Views: 1626

PostForum: Investing - Theory, News & General   Posted: Wed Oct 28, 2009 2:32 am   Subject: Let's not pressure the dollar
We are in a catch 22. If the fed ends their programs, we pressure debt. If it continues them, it pressures the dollar via inflation.

I say let's save the dollar and with it the little guy and cre ...
  Topic: Is Technical Analysis a Waste of Time?
mathu1968

Replies: 28
Views: 1856

PostForum: Investing - Theory, News & General   Posted: Wed Oct 28, 2009 2:24 am   Subject: Is Technical Analysis a Waste of Time?
Here's the punch line:

These studies show that looking for patterns and studying historical stock price charts is simply a waste of time. Your time would be much better spent on other endeavors. I ...
  Topic: Is Technical Analysis a Waste of Time?
mathu1968

Replies: 28
Views: 1856

PostForum: Investing - Theory, News & General   Posted: Wed Oct 28, 2009 2:19 am   Subject: Fundamental analysis
Personally, I only look at things using a "fundamental analysis." "Technical analysis" just seems like a pseudo science. I really appreciated Malkiel's analysis and comparison of ...
  Topic: Real Estate 101
mathu1968

Replies: 29
Views: 1805

PostForum: Investing - Theory, News & General   Posted: Wed Oct 28, 2009 2:10 am   Subject: Real Estate 101
Now, please don't get me in trouble with the moderators. I know this guy has political opinions. But in this clip, he stays away from those and focuses on an investment issue that comes up with many ...
  Topic: Death of 'Soul of Capitalism": Bogle, Faber, Moore
mathu1968

Replies: 18
Views: 2116

PostForum: Investing - Theory, News & General   Posted: Wed Oct 28, 2009 1:57 am   Subject: Re: Bogle
When W. Edwards Demming was teaching the Japanese how to improve quality of goods and services in the 1960s, Japanese executives were making 7x what the workers were. In the U.S. at that time, executi ...
  Topic: Death of 'Soul of Capitalism": Bogle, Faber, Moore
mathu1968

Replies: 18
Views: 2116

PostForum: Investing - Theory, News & General   Posted: Mon Oct 26, 2009 7:33 am   Subject: Death of 'Soul of Capitalism": Bogle, Faber, Moore
Here is a great article that references John Bogle. It refers to his book The battle for the soul of capitalism, along with other writers. Hopefully we can carry Jack's reforming spirit forward.

...
  Topic: Investing News: The Eightieth Anniversary of Black Thursday.
mathu1968

Replies: 8
Views: 980

PostForum: Investing - Theory, News & General   Posted: Sun Oct 25, 2009 9:06 pm   Subject: Investing News: The Eightieth Anniversary of Black Thursday.
Here is a fascinating and thought provoking video on the eightieth anniversary of Black Thursday, and the people and events that led to it.

http://video.google.com/videoplay?docid=72336223240686405 ...
  Topic: Professor Zipf goes to Wall Street
mathu1968

Replies: 5
Views: 784

PostForum: Investing - Theory, News & General   Posted: Sun Oct 25, 2009 8:47 pm   Subject: Is this for real?
Here is some background on Dr. Zepf and his theory.

http://en.wikipedia.org/wiki/George_Kingsley_Zipf
  Topic: Updated Modification of Harry Browne Permanent Portfolio
mathu1968

Replies: 2029
Views: 388819

PostForum: Investing - Theory, News & General   Posted: Sun Oct 25, 2009 8:06 pm   Subject: Updated Modification of Harry Browne Permanent Portfolio
Here is a very good article that explains why you might want gold, the drawbacks, and answers some of the criticisms and concerns. Specifically, why gold has no intrinsic value.

http://www.lewrock ...
  Topic: Updated Modification of Harry Browne Permanent Portfolio
mathu1968

Replies: 2029
Views: 388819

PostForum: Investing - Theory, News & General   Posted: Sun Oct 25, 2009 8:00 pm   Subject: Volcker to the rescue
For those who think they have a pretty good idea about what the future holds, I would like you to read the following piece written by Ron Paul:

The recent chaos in the money markets is telling us t ...
  Topic: Commodities update
mathu1968

Replies: 53
Views: 2675

PostForum: Investing - Theory, News & General   Posted: Fri Oct 23, 2009 11:17 am   Subject: Re: Commodities update
I haven't been on the board much lately. What's up with commodities? Everybody was talking about them a few years ago. What have I missed?
The latest explanation for runup in oil is due to the weaken ...
  Topic: Commodities update
mathu1968

Replies: 53
Views: 2675

PostForum: Investing - Theory, News & General   Posted: Thu Oct 22, 2009 7:38 pm   Subject: Re: Commodities update
"Growth is slow, yet prices are rising. These signals are in conflict. Anyone have a better explanation?" Yes, there is an economic explanation. Regardless of what we commonly hear in th ...
  Topic: Commodities update
mathu1968

Replies: 53
Views: 2675

PostForum: Investing - Theory, News & General   Posted: Wed Oct 21, 2009 10:28 pm   Subject: Re: Commodities update
deleted - political economics
  Topic: Why Investors Should Bet Against the Dollar
mathu1968

Replies: 55
Views: 5018

PostForum: Investing - Theory, News & General   Posted: Wed Oct 14, 2009 7:26 pm   Subject: Why Investors Should Bet Against the Dollar
Agreed, except for the "especially now" part. It's always equally important to be diversified against any type of diversifiable risk.



If you look at the level of debt, devaluation of ...
  Topic: Gold vs Gold ETF - any resource to understand?
mathu1968

Replies: 33
Views: 2271

PostForum: Investing - Theory, News & General   Posted: Mon Oct 12, 2009 11:21 am   Subject: Re: Check this out
As of the writing of the article it held 18 billion worth of gold. He also noted when the price of gold temporarily came down in 2008 the amount of sales of shares only mimiced that of those of us wh ...
 
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