Search found 1771 matches

by CountryBoy
Wed Nov 28, 2007 8:36 pm
Forum: Investing - Theory, News & General
Topic: Equity style rotation
Replies: 550
Views: 182277

ES

Thank you for your very comprehensive response and congratulations on developing a system that beats the market. While I am sure it works for you, I do not believe that personally I have the time to manage a portfolio that can be characterized as having durations or holding times typically in a rang...
by CountryBoy
Tue Nov 27, 2007 4:19 pm
Forum: Investing - Theory, News & General
Topic: Equity style rotation
Replies: 550
Views: 182277

Just a question if I may....

As you know people here are always glad to engage in informed and courteous discourse. And I agree with you, Equity Style, I too am, as you say, a doubting Thomas and I am curious why you posted the thread? 1-Was it because as you say: I have enjoyed reading the posts for some time. To return the fa...
by CountryBoy
Sun Nov 25, 2007 4:44 pm
Forum: Investing - Theory, News & General
Topic: Larry what do you think of new Commodity ETN Rogers RJI
Replies: 16
Views: 3410

Well

Could someone clarify please the meaning of: Held in not too large a dose, Commodity Futures make sense,esp for larger portfolios More specifically could someone quantify: >>>not too large >>>larger portfolios I respect both Rick (we are w a i t i n g for the book) and Larry and would appreciate a c...
by CountryBoy
Sun Nov 25, 2007 3:11 pm
Forum: Personal Finance (Not Investing)
Topic: America's Education System....
Replies: 53
Views: 13155

Allan Greenspan in his new book

Allan Greenspan in his new book discusses the problems of American education and its impact on our economy.
by CountryBoy
Sat Nov 24, 2007 8:50 am
Forum: Personal Finance (Not Investing)
Topic: America's Education System....
Replies: 53
Views: 13155

OK

I totally agree
Actually success is all about social capital (who you know, via your parents, schools etc.) and also a fair bit of luck (hence the statistical distribution of wealth).
You won't find that bit wisdom in any book folks.
by CountryBoy
Fri Nov 23, 2007 12:34 pm
Forum: Investing - Theory, News & General
Topic: Wealth Track
Replies: 4
Views: 1766

Wealth Track

Not this week but next week:

Nassim Taleb
Author
The Black Swan: The Impact of the Highly Improbable

Jason Zweig
Investing Columnist, Money Magazine
Author, Your Money and Your Brain

Check local listings.......
by CountryBoy
Fri Nov 23, 2007 12:25 pm
Forum: Investing - Theory, News & General
Topic: Jimmy Rogers on CNBC
Replies: 23
Views: 4914

Yes

I agree totally that we can learn from one another. However,we need to make one small addition to 'our side' today that was not on the list. The addition is Japan. Today's NYT: Japanese Shift Cash Out of U.S. Investments By MARTIN FACKLER Many Japanese investors are quitting American investments, in...
by CountryBoy
Fri Nov 23, 2007 12:10 pm
Forum: Personal Finance (Not Investing)
Topic: America's Education System....
Replies: 53
Views: 13155

Well

As far as I am concerned, Bill Clark sounds like one very good father to me.

Ya gotta replicate yourself......
by CountryBoy
Thu Nov 22, 2007 7:56 pm
Forum: Personal Finance (Not Investing)
Topic: America's Education System....
Replies: 53
Views: 13155

Ok

So it is well established that Education is an Off Topic right? So on CSPAN yesterday was a forum with Bob Hormat, vice chairman of Goldman Sachs International and he spoke about the trend of the US GNP decreasing in the future. He suggested quite clearly that it was due in part to our education. Bu...
by CountryBoy
Thu Nov 22, 2007 6:38 pm
Forum: Investing - Theory, News & General
Topic: Jimmy Rogers on CNBC
Replies: 23
Views: 4914

Ok

Ok, then the list so far is: -Joe -daryll40 -CraigR -CountryBoy Plus -Martin Wolf of FT (weds.) -Jim Rodgers -Burton Malkiel -Warren Buffet -EU -OPEC So the playing field is this: the 10 entities(listed above) vs. the 4000+ members of this Forum. We are obviously totally outnumbered on the board and...
by CountryBoy
Thu Nov 22, 2007 9:21 am
Forum: Forum Issues and Administration
Topic: A Question Re Our Financial Status....
Replies: 10
Views: 3831

Just for the record......

I never for a moment thought in terms of: I'm not sure what the "risk" is about using this or any forum. If you would like, you can archive your own posts, so your contributions won't be lost. In fact, if you would like, I suppose you could archive all the posts. I don't believe anything h...
by CountryBoy
Wed Nov 21, 2007 11:15 pm
Forum: Forum Issues and Administration
Topic: A Question Re Our Financial Status....
Replies: 10
Views: 3831

Mel, I protest

Mel, I protest. Is it not possible that the membership can be told the why and where for of their receiving this free lunch. I say this for numerous reasons: >>>It would change the attitude of some of the people from being arrogant and demanding to being grateful and more accomodating. >>>It would s...
by CountryBoy
Wed Nov 21, 2007 10:38 pm
Forum: Forum Issues and Administration
Topic: A Question Re Our Financial Status....
Replies: 10
Views: 3831

A Question Re Our Financial Status....

I think this forum is Great and am grateful for it. However could someone tell me how we are financed? Since there is not too much in this life that is Free, it seems like a good question. Over at Morningstar we paid via the advertising but here the question arises as to who it is that is paying for...
by CountryBoy
Wed Nov 21, 2007 8:35 pm
Forum: Investing - Theory, News & General
Topic: Jimmy Rogers on CNBC
Replies: 23
Views: 4914

Actually.....

I don't believe the two statements are contradictory. CountryBoy wrote: You and I are the only 2 people of the 4K plus members on this board that see it that way. You Wrote: Actually I'd say the rest of the world market agrees with us so far. That's why the dollar is sinking internationally. It's in...
by CountryBoy
Wed Nov 21, 2007 4:04 pm
Forum: Investing - Theory, News & General
Topic: Jimmy Rogers on CNBC
Replies: 23
Views: 4914

craigr

You and I are the only 2 people of the 4K plus members on this board that see it that way.

Welcome to the permanent minority.
by CountryBoy
Wed Nov 21, 2007 1:56 pm
Forum: Investing - Theory, News & General
Topic: Financial Times on America's Future
Replies: 0
Views: 736

Financial Times on America's Future

People may wish to check out the FT today and its article http://www.ft.com/cms/s/0/afd6e830-978b-11dc-9e08-0000779fd2ac.html?nclick_check=1 There are many responses possible to the article. One paragraph worth noting: Is the US going to experience a recession? Two answers must be given to this ques...
by CountryBoy
Wed Nov 21, 2007 1:38 pm
Forum: Investing - Theory, News & General
Topic: The American Economy
Replies: 53
Views: 13349

FYI

In case you are interested, someone has just started a thread that relates to this topic called 'Jimmy Rogers on CNBC' in the Investing-Help section of this forum.

People may be interested in paying it a visit.
by CountryBoy
Wed Nov 21, 2007 1:33 pm
Forum: Investing - Theory, News & General
Topic: Jimmy Rogers on CNBC
Replies: 23
Views: 4914

Course of action.....

Well, we have tried really very hard to answer that question in the other thread called The American Economy that is located in the Investing-Theory... area.
by CountryBoy
Wed Nov 21, 2007 11:07 am
Forum: Personal Finance (Not Investing)
Topic: America's Education System....
Replies: 53
Views: 13155

Irony

Anyone notice that this thread was shifted to Off Topic; as if it was not relevant to the country's economy? Anyone notice that Doctors in Debt is a thread still up on the main board and that it discusses paying for an education? Anyone sense that America still does not think that education is relev...
by CountryBoy
Wed Nov 21, 2007 10:56 am
Forum: Investing - Theory, News & General
Topic: Jimmy Rogers on CNBC
Replies: 23
Views: 4914

daryll40

daryll40 thanks so much for the thread. I wanted to set it up but I was sure everyone would laugh me off the board. I agree with what everyone is saying so far on the thread but the majority of comments that are to follow will be in the majority and in disagreement with him. For what it is worth: >>...
by CountryBoy
Wed Nov 21, 2007 10:24 am
Forum: Investing - Theory, News & General
Topic: The American Economy
Replies: 53
Views: 13349

Folks,

Mention of the Athenian confederation, Syracuse, and oligarchies gets me going. Valuethinker, I am going to PM you...... If I might be allowed a few more summarizing statements for this thread, I would suggest that it is the majority opinion of people who have commented that: *** My List is not a li...
by CountryBoy
Tue Nov 20, 2007 1:17 pm
Forum: Investing - Theory, News & General
Topic: The American Economy
Replies: 53
Views: 13349

Valuethinker....

Thank you very much for your very thoughtful reply. You are always about 3 light yrs. ahead of me in drilling down on a topic and considering the causes and consequences. I am not sure if that is due to clarity that comes of being in...England..???....or where ever you are but you do put forth excel...
by CountryBoy
Tue Nov 20, 2007 11:37 am
Forum: Investing - Theory, News & General
Topic: The American Economy
Replies: 53
Views: 13349

jh..

jh, thanks for your comments. You suggest a certain amount of ambivalence that I very much feel. Thank you very much for sharing it. I do not have answers and I really don't know if I am even asking the right questions. Really. Like so many people sound so certain and authoritative about everything....
by CountryBoy
Tue Nov 20, 2007 9:53 am
Forum: Investing - Theory, News & General
Topic: The American Economy
Replies: 53
Views: 13349

Reminder..

Reminder to people that I have set up an American Education thread and it got moved to the Off Topics area.

They moved us there a couple of days ago.
by CountryBoy
Mon Nov 19, 2007 9:04 pm
Forum: Personal Finance (Not Investing)
Topic: America's Education System....
Replies: 53
Views: 13155

Your experience

Your experience is not unique. My wife the librarian says that every day after school the kids come to the library to only play games on the computer. People might call all this thread just a lot of doom and gloom anecdotal evidence that is misleading but it seems to me that after a while this anecd...
by CountryBoy
Mon Nov 19, 2007 4:12 pm
Forum: Personal Finance (Not Investing)
Topic: America's Education System....
Replies: 53
Views: 13155

Reading skills

Can we include the ability to read in our conversation? My wife is a librarian and sends this little tidbit that bespeaks a rather interesting future for this nation..... STUDY LINKS DROP IN TEST SCORES TO A DECLINE TIME SPENT READING November 19, 2007 By MOTOKO RICH Harry Potter, James Patterson an...
by CountryBoy
Mon Nov 19, 2007 11:50 am
Forum: Personal Finance (Not Investing)
Topic: America's Education System....
Replies: 53
Views: 13155

Interesting.......

Interesting that out of the very Long list of problems in the America's Economy thread, it is education that has elicited the greatest response.

It certainly doesn't seem that important in the mass media......
by CountryBoy
Sun Nov 18, 2007 10:13 pm
Forum: Personal Finance (Not Investing)
Topic: America's Education System....
Replies: 53
Views: 13155

Thanks

Thank you Market Timer, it sounds like good news. But have you heard the other side of it? I hear, and I have no reliable sources to vouchsafe same, that over 30% of the graduate students in our medical schools are foreigners. Is that true? Do we have any recent doctors out there that would care to ...
by CountryBoy
Sun Nov 18, 2007 9:35 pm
Forum: Personal Finance (Not Investing)
Topic: America's Education System....
Replies: 53
Views: 13155

Victoria

Gulp.......your mention of life back home sounds staggeringly different from our education system here in the US. When you say... Education was different in several ways: - there were no multiple-choice exams; we had to solve complex problems and teachers actually read our work and graded our though...
by CountryBoy
Sun Nov 18, 2007 4:25 pm
Forum: Investing - Theory, News & General
Topic: The American Economy
Replies: 53
Views: 13349

Some thoughts

People may wish to consider the question in light of Bill Bernstein's thoughts... The Four Pillars of Investing But world financial history cautions us not to expect the generous rewards of US stocks in the future. In fact, historical returns are of only limited use in predicting future returns. The...
by CountryBoy
Sun Nov 18, 2007 4:05 pm
Forum: Personal Finance (Not Investing)
Topic: America's Education System....
Replies: 53
Views: 13155

America's Education System....

In the America's Economy thread there was a whole lot of talk re the US education system. Apparently, surprise, we don't all agree. Many thought it was a Major problem with the country at this time. Someone also said If you send your child to a school in the US with the appropriate background knowle...
by CountryBoy
Sun Nov 18, 2007 3:54 pm
Forum: Investing - Theory, News & General
Topic: The American Economy
Replies: 53
Views: 13349

A suggestion....

First of all, a thanks to everyone for their thoughtful responses. There is an awful lot of material to think through here. Also, a suggestion if I might. The original thread listed a number of problems that the US is currently having to deal with and the question was asked of people to respond by c...
by CountryBoy
Sat Nov 17, 2007 4:57 pm
Forum: Investing - Theory, News & General
Topic: The American Economy
Replies: 53
Views: 13349

Many thanks

I do thank everyone for their thoughts on this. Warner, many thanks. Yes, I forgot about medical costs. And your other observations are most appreciated. The Bill Bernstein quotes are very appropriate. If Burton Malkiel thinks 50% is appropriate for an int'l equity AA, does anyone know what Bill Ber...
by CountryBoy
Sat Nov 17, 2007 12:12 pm
Forum: Forum Issues and Administration
Topic: I love your policies
Replies: 2
Views: 1728

I love your policies

Alex, your policy statement that you have up is excellent and I was wondering if you would like to have this quote that we have as a motto for the Diehards for the NY/NY/CT user group. It is as follows: "Discussions should be conducted without fondness for dispute or desire for victory." -...
by CountryBoy
Sat Nov 17, 2007 11:56 am
Forum: Investing - Theory, News & General
Topic: The American Economy
Replies: 53
Views: 13349

Thanks ValueThinker

You always make good points. Having majored in history and read quite a bit of it througout my life, I enjoy the historical perspective. It was especially useful when you pointed out: But remember the 70s. Things were worse. Arguably much worse. The energy crisis hit far harder, inflation was soarin...
by CountryBoy
Sat Nov 17, 2007 11:18 am
Forum: Investing - Theory, News & General
Topic: The American Economy
Replies: 53
Views: 13349

Target 2019

I agree totally with you when you say that one has to be very careful with how it is that one poses the question. If one truly thought: Since the majority of people on this Forum are more intelligent, better read, more widely traveled, and certainly far more educated in the field of finance than mys...
by CountryBoy
Sat Nov 17, 2007 10:04 am
Forum: Investing - Theory, News & General
Topic: The American Economy
Replies: 53
Views: 13349

The American Economy

I am a Diehard. I am careful as to my AA and buy and hold and think long term. I think moderation is good in all things and I believe that a balanced perspective and seeing things from the perspective of others is important. I especially think it is good to emphasize the positive, especially in hard...
by CountryBoy
Mon Nov 12, 2007 9:14 am
Forum: Personal Investments
Topic: Taylor, Laura, Larry, Rick, Mel, et. al. re: VTSMX
Replies: 33
Views: 8938

Laura

Many thanks for taking so much time to answer my questions.

I am most grateful.

Barlow
by CountryBoy
Sun Nov 11, 2007 7:26 pm
Forum: Personal Investments
Topic: Taylor, Laura, Larry, Rick, Mel, et. al. re: VTSMX
Replies: 33
Views: 8938

Laura, A question and suggestion, if I might...

A question if I might: what international equity sector funds do you like? Taylor mentions his 4 specific funds from time to time, as do Larry and the others. I currently break up my int'l equity between VEURX, VPACX, and VWO (the ETF). Since we agree that each person's AA is their own choice and mu...
by CountryBoy
Sat Nov 10, 2007 11:56 am
Forum: Personal Investments
Topic: Taylor, Laura, Larry, Rick, Mel, et. al. re: VTSMX
Replies: 33
Views: 8938

The percentage of VTSMX, domestic, and international..

Laura, Thank you very much for taking so much time to think and write in answeri to my question. If I were asked why it is people feel so honored to hear your thoughts on a topic, I would suggest that one of those reasons is that you do not dismiss questions such as mine with a simple one or two lin...
by CountryBoy
Thu Nov 08, 2007 2:04 pm
Forum: Investing - Theory, News & General
Topic: Poll: International vs Domestic Equity Percentage
Replies: 23
Views: 12965

Valuethinker, Hello

Hope this finds you well. Could you please clarify for me why it is you do not have a higher foreign equity exposure? All countries have problems, however in the last 3-5 yrs. the US has developed some specific ones that suggest I lighten up a bit on my VTSMX. The problems include: The problems that...
by CountryBoy
Thu Nov 08, 2007 1:32 pm
Forum: Personal Investments
Topic: Taylor, Laura, Larry, Rick, Mel, et. al. re: VTSMX
Replies: 33
Views: 8938

Laura, thank you

Laura, thank you so much for your response. When our Queen speaks her followers are always most attentive. Especially when you were so helpful to me in evaluating my portfolio some months back. Also, the fact that you are so widely travelled lends an importance to your comments of every country havi...
by CountryBoy
Wed Nov 07, 2007 9:59 pm
Forum: Investing - Theory, News & General
Topic: Poll: International vs Domestic Equity Percentage
Replies: 23
Views: 12965

jpsinjpn could you clarify

jpsinjpn could you clarify, Could you explain why you want to increase your AA of Japan. I read in my FT today that its consumer index hit zero and that that is an indicator of recession for them historically. Also one of the big party leaders just resigned. I know we all gotta buy low and sell high...
by CountryBoy
Wed Nov 07, 2007 9:38 pm
Forum: Personal Investments
Topic: Taylor, Laura, Larry, Rick, Mel, et. al. re: VTSMX
Replies: 33
Views: 8938

Rick, I think I

Rick, I think I do not understand you. You are a very brilliant man with a lot of expertise. So when you say: Don't give up so easily. Yes, the market is down today and energy prices are higher. But remember that one month ago the US stock market was at an all time high. Doesn't that imply that I sh...
by CountryBoy
Wed Nov 07, 2007 7:50 pm
Forum: Personal Investments
Topic: Taylor, Laura, Larry, Rick, Mel, et. al. re: VTSMX
Replies: 33
Views: 8938

Well Cloud

Well Cloud that is an interesting point write it down! Turn off the TV and let it ride. Just my two cents. I have a few thoughts on that: -The theory for Diehards is quite definitely to do just as you say, but none of us would be here reading, commenting, and thinking if we followed that course to t...
by CountryBoy
Wed Nov 07, 2007 5:30 pm
Forum: Personal Investments
Topic: Taylor, Laura, Larry, Rick, Mel, et. al. re: VTSMX
Replies: 33
Views: 8938

Larry re the VTSMX

Larry, you have this habit, and I have seen it so often, of always being so cogent and apposite, especially so when you suggest Just build a globally diversified portfolio that reflects your unique ability, willingness and need to take risk and rebalance and tax manage along the way I wish I thought...
by CountryBoy
Wed Nov 07, 2007 4:51 pm
Forum: Personal Investments
Topic: Taylor, Laura, Larry, Rick, Mel, et. al. re: VTSMX
Replies: 33
Views: 8938

I agree

I agree Taylor and I want to thank everyone for staying on message. I also agree Taylor when you say that "I doubt if our American capitalistic system is about to fail now. " When you say that, I must apologize, since I believe I have been very clumsy in my attempt to articulate my questio...
by CountryBoy
Wed Nov 07, 2007 2:05 pm
Forum: Personal Investments
Topic: Taylor, Laura, Larry, Rick, Mel, et. al. re: VTSMX
Replies: 33
Views: 8938

Taylor, Laura, Larry, Rick, Mel, et. al. re: VTSMX

My perspective is that I am a Diehard and I hold for the long term. But the long term is different length of time for different people. In fact each of us change our own AA as the years pass. I currently have about 31% with international Vanguard funds with remainder in a large allocation in VTSMX a...
by CountryBoy
Tue Nov 06, 2007 9:25 pm
Forum: Investing - Theory, News & General
Topic: Poll: International vs Domestic Equity Percentage
Replies: 23
Views: 12965

One perspective.....

My perspective is that I am a Diehard and I hold for the long term. But the long term is different length of time for different people. I am logged in at 31% with international with remainder in a large allocation in VTSMX and bonds. All countries economies go through cycles and I can not see the US...
by CountryBoy
Sun Nov 04, 2007 9:56 pm
Forum: Investing - Theory, News & General
Topic: The cause of the subprime crisis is identified at last.
Replies: 29
Views: 7708

The cause of the subprime crisis is identified at last.

Bank of Japan policy makers said the U.S. subprime mortgage collapse was caused by keeping interest rates too low, signaling their intention to increase the world's lowest borrowing costs to prevent investment bubbles. Some of the nine board members said a ``long period'' of global monetary easing ...