Search found 2022 matches

by Seppia
Mon Apr 15, 2024 10:18 pm
Forum: Money and Investment Questions
Topic: Investments Trade Log
Replies: 3063
Views: 776339

Re: Investments Trade Log

In other news, BLV sec yield just hit 5% today. With all the overvalued, often money losing stuff going for insane valuations today, I think one could do worse than park their money into the world’s reserve currency long term bonds at yields 2% above inflation. One underappreciated thing is that due...
by Seppia
Mon Apr 08, 2024 2:07 pm
Forum: ERE Journals
Topic: Rube's journal
Replies: 487
Views: 163606

Re: Rube's journal

Agreed 100%.
"lists" are one of my pet peeves. A great "how to" for making not work feel like work...
by Seppia
Mon Apr 08, 2024 8:40 am
Forum: ERE Journals
Topic: Rube's journal
Replies: 487
Views: 163606

Re: Rube's journal

Very interesting perspectives rube I may be the resident anti-stoic here, but I would not worry too much if you are having a “lazy” phase. With work, we are programmed to always be busy with stuff that is brought to us by others, I think it is natural to need some adjustment to become fully “self-mo...
by Seppia
Sun Apr 07, 2024 11:54 am
Forum: ERE Journals
Topic: Nomadic-ERE Year 5 - Wanderlust Prevails
Replies: 1176
Views: 274625

Re: Nomadic-ERE Year 5 - Wanderlust Prevails

South Bali I agree is very touristy. I have heard it has gotten worse compared to when I was there. The northern coast was a lot nicer and less massified, have you been there? You are very close to one of the most beautiful resorts I have ever seen in my life https://maps.app.goo.gl/gaoNjpjucCiDoHEN...
by Seppia
Wed Apr 03, 2024 7:38 pm
Forum: Technical Skills & Tools Questions
Topic: Where do you get music?
Replies: 18
Views: 981

Re: Where do you get music?

Apple Music is probably the best $100 I spend per year. I can afford it, I love music and I think that, in general, one should pay for the goods and services he consumes. Note: I have pirated plenty of music when I was poor as a “trial service”: I would download, listen to it and then buy if I liked...
by Seppia
Mon Apr 01, 2024 8:35 pm
Forum: Philosophy and Lifestyle Questions
Topic: Early Retired: The First Month
Replies: 47
Views: 18692

Re: Early Retired: The First Month

It’s so cool having these updates from those who “made it”.
I am sure for many (myself included) the biggest fear before pulling the trigger remains the unknown, and not the financial aspect.
by Seppia
Fri Mar 29, 2024 7:34 pm
Forum: Money and Investment Questions
Topic: Investments Trade Log
Replies: 3063
Views: 776339

Re: Investments Trade Log

How much of these statements is a genuine opinion and how much is part of “playing the part”? Supposedly, the last bit of inflation is the hardest to kill - we seem to be there. Powell has all the incentives to sound tough. To his credit, so far he’s mostly walked the talk (hence why LT bonds got de...
by Seppia
Wed Mar 27, 2024 8:30 pm
Forum: Money and Investment Questions
Topic: Investments Trade Log
Replies: 3063
Views: 776339

Re: Investments Trade Log

Sort of yes. A simple model is price = price/earnings * earnings. Inflation tends to increase earnings, but the market tends to decrease the p/e multiple due to uncertainty about how much of the increased revenue translates into increased earnings since the cost of running the business also goes up...
by Seppia
Wed Mar 27, 2024 2:35 pm
Forum: Money and Investment Questions
Topic: Investments Trade Log
Replies: 3063
Views: 776339

Re: Investments Trade Log

Also: I know this is a concept someone born on/after 1980 has no idea of, but we had a lot of inflation. An on steroids example: look at what happened to the nominal values of the Zimbabwe stock market during their period of hyperinflation. Which is why I believe “the stock market is an inflation he...
by Seppia
Sat Mar 23, 2024 4:29 pm
Forum: Philosophy and Lifestyle Questions
Topic: Share your recipes
Replies: 210
Views: 77035

Re: Share your recipes

Do you like baby corn? You should! It is one of the quintessential sources of Umami flavor* I get the baby corn from Trader Joe's https://i.ibb.co/Vt1xRPG/IMG-2869.jpg Boil it 10 minutes in unsalted water https://i.ibb.co/PmscLcF/IMG-2871.jpg While boiling, preheat some salted butter https://i.ibb.c...
by Seppia
Sat Mar 23, 2024 9:03 am
Forum: Housing and Transportation Questions
Topic: ERE City (US)
Replies: 509
Views: 161952

Re: ERE City (US)

@jacob would it be useful to provide “ere city” candidates for other areas as well?
Ie for Europe I think I have a good option in Italy but don’t want to derail
by Seppia
Fri Mar 22, 2024 8:28 pm
Forum: Money and Investment Questions
Topic: Investments Trade Log
Replies: 3063
Views: 776339

Re: Investments Trade Log

Bought some Nike today following the drop, and have been slowly building a position in Pfizer as well.
Both long term plays. I especially like Nike at these prices since it seems to be trading at low multiples looking back 6-7 years. I am hoping it drops further.
by Seppia
Fri Mar 22, 2024 8:03 pm
Forum: Housing and Transportation Questions
Topic: ERE City (US)
Replies: 509
Views: 161952

Re: ERE City (US)

FYI first link is incorrect, missing an "e" at the end. Corrected here:
by Seppia
Wed Mar 20, 2024 5:59 am
Forum: Philosophy and Lifestyle Questions
Topic: Share your recipes
Replies: 210
Views: 77035

Re: Share your recipes

There is a bolognese recipe around midway through page 6 of this thread :)
by Seppia
Sat Mar 16, 2024 1:43 pm
Forum: ERE Community
Topic: ERE Travel Thread
Replies: 72
Views: 28407

Re: ERE Travel Thread

I have received a few suggestions I would suggest to check if they have music (usually at night on Friday/Saturday you’re fairly certain they do) The ones outside the center are the best apparently https://maps.app.goo.gl/q1pV8f21AgRvqEmt5?g_st=ic This one is close to the intestines place https://ma...
by Seppia
Sat Mar 16, 2024 5:00 am
Forum: ERE Community
Topic: ERE Travel Thread
Replies: 72
Views: 28407

Re: ERE Travel Thread

No problem at all! If you know people in Belgrade, they will know kafanas where to bring you for sure, but if for some reason they don’t, I can ask.
by Seppia
Fri Mar 15, 2024 8:23 pm
Forum: ERE Community
Topic: ERE Travel Thread
Replies: 72
Views: 28407

Re: ERE Travel Thread

@Jean When you come out of a night of fraternizing, you definitely want to try a pljeskaviča sandwich with kajmak and ajvar. For fraternizing, my ideal spot in srbija is a kafana. Essentially a traditional restaurant where you eat and drink a lot for a long while, then when everybody is full and … u...
by Seppia
Thu Mar 14, 2024 7:39 pm
Forum: ERE Community
Topic: ERE Travel Thread
Replies: 72
Views: 28407

Re: ERE Travel Thread

one of my best friends' wife is from Belgrade, they spend time there regularly. what is it that you are looking for?
I can tell you the Tesla museum is cool
by Seppia
Wed Mar 13, 2024 10:24 am
Forum: ERE Journals
Topic: guitar player's journal
Replies: 491
Views: 123715

Re: guitar player's journal

We are hijacking guitarplayer’s journal, sorry. As you mentioned, my job pays significantly better (which is important because we are not at the level of assets that make me comfortable in pulling the plug now), but also provides other side benefits that we are not willing to give up yet. We have be...
by Seppia
Wed Mar 13, 2024 10:06 am
Forum: ERE Journals
Topic: Chenda's sober ramblings.
Replies: 89
Views: 7644

Re: Chenda's sober ramblings.

Just wanted to report that I’m still going strong, drinking less and less. I’m still drinking almost every day, but I am now down to maybe 100ml of wine per dinner. I’ll try to keep this pace for another few months, and if it works I’ll try quitting completely when I start my new job. Thanks again c...