Search found 363 matches
- Mon Sep 29, 2003 10:18 am
- Forum: FIRE Board
- Topic: What is your planned portfolio return?
- Replies: 32
- Views: 22869
Ben is right: it is a good question! maybe the essential question. Ben has walked you through the idea of cost of capital. Not only should it return what cash does, but it should accomodate the higher transaction costs, management expense (imputed or otherwise), lack of liquidity, and so on. On the ...
- Mon Sep 29, 2003 5:53 am
- Forum: FIRE Board
- Topic: What about FIRE websites and books?
- Replies: 32
- Views: 25446
click on books or articles. From the book titled: Y: blue whales have a ten foot penis. :shock:
http://www.peterlbernsteininc.com/reads.htm
http://www.peterlbernsteininc.com/reads.htm
- Mon Sep 29, 2003 5:19 am
- Forum: FIRE Board
- Topic: Is SWR a can of worms?
- Replies: 29
- Views: 19772
this post is a 'gold mine': It is not that I am smarter than them; I am not. Don't be so modest... It is that I have studied the data-based SWR for a far longer period of time than any of them. They will catch up with me at some point and it would not surprise me to see most of them surpass me at so...
- Mon Sep 29, 2003 5:01 am
- Forum: FIRE Board
- Topic: Is SWR a can of worms?
- Replies: 29
- Views: 19772
- Mon Sep 29, 2003 3:47 am
- Forum: FIRE Board
- Topic: Mark Mobius: FranklinTempleton EM mgr
- Replies: 5
- Views: 5917
- Sun Sep 28, 2003 6:01 pm
- Forum: FIRE Board
- Topic: "They came on purpose for September 18"
- Replies: 3
- Views: 4537
- Sun Sep 28, 2003 5:30 am
- Forum: FIRE Board
- Topic: "They came on purpose for September 18"
- Replies: 3
- Views: 4537
- Sun Sep 28, 2003 5:25 am
- Forum: FIRE Board
- Topic: What about NFB threads to cite in the FAQ
- Replies: 10
- Views: 8268
ataloss - be sure to include a link to the locked thread. also, please make sure there is a link to your posts, around the time preceding Ed Easterling's visit, citing evidence that hocus definitely didn't 'know it all' from the beginning. Your clarification of matters caused hocus great mortificati...
- Thu Sep 25, 2003 12:32 am
- Forum: FIRE Board
- Topic: websites for FAQ
- Replies: 0
- Views: 3357
websites for FAQ
this website, along with damadoran, shiller, Campbell(?) at Duke, Fama and French's sites, Ibbotson's site, Krugman, etc. should all be required reading and included in the FAQ. of course, bylo's and gummy's, too. http://pages.stern.nyu.edu/~jmei/super/super1.html kudos to whoever brought this to ou...
- Wed Sep 24, 2003 10:58 pm
- Forum: FIRE Board
- Topic: Gold and Energy
- Replies: 20
- Views: 17540
- Wed Sep 24, 2003 10:32 pm
- Forum: FIRE Board
- Topic: Gold and Energy
- Replies: 20
- Views: 17540
...But as raddr has stated, the huge benefit of precious metals is lack of correlation to standard portfolio assets. ... A big negative, IMO, is the lack of low cost passive alternatives, which is something I'm pretty religious about. There are also big dividend distributions for taxable accounts; ...
- Wed Sep 24, 2003 5:50 pm
- Forum: FIRE Board
- Topic: My new website is up...sorta
- Replies: 33
- Views: 24487
- Wed Sep 24, 2003 5:44 pm
- Forum: FIRE Board
- Topic: IRA distrib vs Roth Conv (was SWR and portfolio size?mist.?)
- Replies: 10
- Views: 9305
- Wed Sep 24, 2003 7:02 am
- Forum: FIRE Board
- Topic: Baby step towards FIRE
- Replies: 7
- Views: 7076
karma - congratulations on being our third female poster here! my switch was flipped by a number of events: 1. i was a school teacher for 6 years and starting to not like that profession so much. 2. we were starting to think about having kids and we wanted the option of wife staying home with kids a...
- Wed Sep 24, 2003 6:24 am
- Forum: FIRE Board
- Topic: Education of a Hocusologist
- Replies: 3
- Views: 4339
With all due respect to JWR, I wouldn't put too much faith in these switching studies. The results don't impress me much considering the risks involved. If you pick an indicator and it doesn't behave in the future as it did in the past then you're hosed. Yes, raddr, I was trying to point out that t...
- Tue Sep 23, 2003 4:28 pm
- Forum: FIRE Board
- Topic: Education of a Hocusologist
- Replies: 3
- Views: 4339
an then someone said this: That means that the lower today's prices are (i.e., lower valuations), the bigger the annualized return. That relationship always holds. Along the same lines and regardless of the details , a safe withdrawal rate calculation must always favor starting out at lower valuatio...
- Tue Sep 23, 2003 5:21 am
- Forum: FIRE Board
- Topic: Appeal for calm. Nothing to read here people. Stay calm!
- Replies: 25
- Views: 20296
bensolar - i missed that about all of us engaging in what should be prohibited posting practices. maybe me (:wink:) but that definitely isn't your style. hocus has his very own board. he can delete posts (and alter authorship) as he sees fit but participants can't. ataloss just pointed out how i too...
- Tue Sep 23, 2003 3:57 am
- Forum: FIRE Board
- Topic: Appeal for calm. Nothing to read here people. Stay calm!
- Replies: 25
- Views: 20296
for jwr: I was just thinking that you frequently make sense to me. when you don't make sense is usually when hocus has put you in the awkward position of defending his really poorly chosen words (weird for a person who carefully chooses his words - didn't really mean it when he mocked 1HF, said radd...
- Tue Sep 23, 2003 3:45 am
- Forum: FIRE Board
- Topic: Appeal for calm. Nothing to read here people. Stay calm!
- Replies: 25
- Views: 20296
ah, the irony... Now I've heard everything. This great insight comes from the same person who has incessantly accused intercst (and others) of hijacking threads and not allowing free discussion over at TMF. Sheesh. You are so insightful, raddr. no one has made the slightest attempt to hijack hocus' ...
- Tue Sep 23, 2003 3:31 am
- Forum: FIRE Board
- Topic: Tossing coins
- Replies: 79
- Views: 57217
LOL (abt hocus' thesis that his scary insights into SWRs frighten the board). I think the fact that the chicken littleism thread has hit 3k views indicates that maybe speculating about how low things will go is a major fixation here. Wasn't that the guts of my 'Q' posting? and now, from the 'ignoran...