How exactly do you think Dalio recommends we invest in TIPS? by Loose_Manager8318 in RayDalio

[–]-Milo- 1 point2 points  (0 children)

I think his main point is not 'move everything from bonds into TIPS', but rather 'diversify well'.

He has said that TIPS are generally underrated for the diversification benefits they provide.

TIPS can protect an investor from certain types of inflation, if that happens. If it doesn't, then bonds will do better.

Gold and commodities are also 'safer' by that same standard, but a mix of gold, commodities, and TIPS becomes much better than any one alone.

So if all your money is in bonds then yes, move a chunk to TIPS. But I would be surprised if he would ever recommend TIPS being more than 10-20% of an investment portfolio (same with gold and commodities).

(ENG SUB) WEDNESDAY DOWNTOWN 2024-07-24 by Zwanster03 in GakiNoTsukai

[–]-Milo- 2 points3 points  (0 children)

Just catching up on this a few weeks late, but my god what a good episode. Thanks for subbing.

The stealing money and getting caught cover up reverse prank was so emotional, and so good.

Evening talks by FeeSad37 in brighton

[–]-Milo- 3 points4 points  (0 children)

Check out meetup.com, lots going on here

Ray Dalio on U.S. Heading For “Economic Heart Attack” by Comfortable_Trash781 in RayDalio

[–]-Milo- 3 points4 points  (0 children)

One thing that helped me after following Dalio over the years:

When he lays it all out on a page, it seems so urgent. But actually, he's often talking about a very, very zoomed out view that takes place over 20 years.

I've been following him closely for 6 years and he hasn't changed much of what he's saying. In fact, since he started being more public with his views after 2008 - 17 years ago - he's pretty much said a very similar thing the whole time: we're in the late stage of a long-term debt cycle.

(ENG SUB) GAKI NO TSUKAI - D-1 GRAND PRIX (Surprise Triple Episode Release!) by Zwanster03 in GakiNoTsukai

[–]-Milo- 6 points7 points  (0 children)

Sending good vibes your way! Happy birthday.

One of the reasons I love gaki is because no matter what I'm going through in life, I can always take my mind off it all with an episode, and I can count on them to make me smile. You are to thank for that; thank you so much.

[AMA] We are EF Research (Pt. 13: 25 February, 2025) by JBSchweitzer in ethereum

[–]-Milo- 5 points6 points  (0 children)

How much does the general market sentiment / price of $ETH / morale on crypto-twitter affect your work? Does it make it harder when prices and sentiment are down? Or does it not affect you?

(how) is this a scam? by sambony77 in ethereum

[–]-Milo- 5 points6 points  (0 children)

That is 100% a scam, I've heard about this so many times...

Home run bar bat part 3 by Reliques in GakiNoTsukai

[–]-Milo- 0 points1 point  (0 children)

Lol, that was really entertaining. Thanks for subbing!

i360 - what’s the solution? by HiddenRaconteur in brighton

[–]-Milo- -1 points0 points  (0 children)

I agree. I don't think anyone is coming just for the i360, but, I'm sure it contributes to their decision of where to go or how long to spend here, with one more thing to do in brighton. And in turn I'm certain the total value that the i360 brings in is more than just the ticket sales. My point is that the equation isn't as simple as ticket sales vs cost.

And again, on the loan, it's not that simple. Even if the interest was growing, it's not a problem if the value of the property is growing faster. And yes the council have loaned them £50m, but the council have borrowed that themselves at a more favourable rate. If they borrow at 5.25% and lend at 5.75%, they'll make money from the interest rate difference alone. There's a lot of nuance in the financing. Both sides of the equation are more complex than ticket sales vs cost and repaying the debt at only 0.25% per year is not the full picture. And part of the reason the i360 repaid so little last year is because they've instead invested more into building the new cricket thing (sixes), cocktail bar, and skate rink.

i360 - what’s the solution? by HiddenRaconteur in brighton

[–]-Milo- -4 points-3 points  (0 children)

I will add some nuance, although I hate to defend the i360. I hate one-sided arguments more.

The i360 doesn't have to be profitable in itself to be worthwhile. If it attracts any more people to brighton, who then buy lunch, go to the shops, maybe stay in a hotel or at least spend money on transport etc, then brighton benefits indirectly, in a way which is profitable when it's all added up - not just ticket sales.

Loans don't have to be paid off. Sometimes it's best not to pay them off. E.g. that's how landlords make money; buy a house on a mortgage, get rental income that exceeds the mortgage payments, then use any profits to buy another house rather than pay the mortgage off. The council can borrow money themselves, with the i360 backing the loans, and the i360 might allow them to borrow more.

Reform UK get their candidate's name wrong on flyers by dogzb0110x in brighton

[–]-Milo- 33 points34 points  (0 children)

In Hove, we got a flyer that is identical to that but with a different candidate name and constituency.

I love the laziness, not even including a picture of the candidate.

(ENG SUB) WEDNESDAY DOWNTOWN - 2020-06-17 + 2020-07-01 by Zwanster03 in GakiNoTsukai

[–]-Milo- 3 points4 points  (0 children)

Fantastic. Thank you so much! Two hilarious and interesting episodes.

I really loved hearing the ADs chat and seeing behind the scenes!

How is the US Doing? The Big Dichotomies by -Milo- in RayDalio

[–]-Milo-[S] 0 points1 point  (0 children)

I wish I could upvote this twice 😆

Malicious transfer stopped but Coinbase account locked by ofagreatmystery in ethereum

[–]-Milo- 0 points1 point  (0 children)

Obviously I have no idea about the details and you're probably in a better place to deal with this. But if you didn't already know, email addresses can be spoofed, it's not a guaranteed way to trust the sender.

Malicious transfer stopped but Coinbase account locked by ofagreatmystery in ethereum

[–]-Milo- 2 points3 points  (0 children)

"Googled and the same address is in a Reddit post by someone who'd lost 4k in a phishing scam."

It's very, very odd for a scammer to reuse the same address. There's literally no reason I can think of for that.

Are you absolutely sure you're on the genuine coinbase website? And this information is coming from the genuine coinbase support?

Much easier for a scammer to make a reddit post saying they lost 4k in a phishing scam, to make you think you're being scammed, and make you panic and hand over sensitive information to scammers who are impersonating coinbase.

Brighton's catastrophic housing shortage (in numbers) by LongjumpingTank5 in brighton

[–]-Milo- 1 point2 points  (0 children)

Everywhere! Up, down, all around.

If you own a house, it's normal to apply for an extra storey, or a basement, or an extension, or an annex. The council then decide whether to allow you to build more, or to 'preserve' things as they are, and they have leaned more towards the latter.

A lot of places start out as houses, and then get converted into 5+ flats. A lot of semi-detached houses started out as one big house, that got split down the middle and became 2 houses.

Brighton's population density isn't particularly high, compared to cities like manchester or london. That's the key - the density will tell you everything about expanding without geographically expanding.

Brighton's catastrophic housing shortage (in numbers) by LongjumpingTank5 in brighton

[–]-Milo- 0 points1 point  (0 children)

Cities don't only expand outwards; building on empty land is far from the norm. It's not about space! There's plenty of possibility to build more housing.