Early Retirement Extreme Forums

So the important question is, where are the productive assets at a fair price?

That's one question. One I haven't seen you address. The important question within your question is "what is a fair price?" Answering either will decrease your anxiety about the others.

If you have reservations about assets that others have bid up beyond your comfort level, find something that hasn't been bid up. If you are looking in retail financial products, that seems to be a well gleaned field, perhaps a wider search will be necessary for you to find something you are comfortable with.

If you are comfortable being an outlier, perhaps this is your competitive advantage.

I feel surrounded by warmth and caring men.

I am going to eat some ice cream.

Although the portfolio has performed very well over the last year.

bigato wrote: ↑

Mon Nov 04, 2019 1:18 pm

the market can stay irrational longer than you can stay solvent

Unless one is Warren Buffett in which case one can sit on 116 billion USD of cash equivalents.

A Striking Collection of Ducklike Features

https://www.hussmanfunds.com/comment/mc191111/

fiby41 wrote: ↑

Tue Nov 12, 2019 7:30 am

Unless one is Warren Buffett in which case one can sit on 128 billion USD of cash equivalents.

fixed

https://marketrealist.com/2019/11/is-be ... m-buffett/

Grant Williams presentation in Switzerland this week

https://www.gowebcasting.com/events/pre ... ream/28893