COVID Thoughts:

My contention is that there is no technology whatsoever in the vaccines, just enough trash in a limited number of vials to cause dis-ease and death in a limited number of people. The resulting number of deaths and injuries will be sufficient to cause investigations and calls for policy revisions like the Great Barrington Declaration's "protect the vulnerable," which is code for isolate and exterminate the elderly, frail and disabled. However, the number of injuries and deaths will not be high enough or fast enough for most people to recognize and then come to believe in the fantastic notion that we are purposely being mass murdered. The population reduction program will continue to be gradually accelerated as the mechanisms for our enslavement are put into place at a commensurate pace.

DYI

Here is your 15 point "Starter Kit" to help in identifying a fake, nobody shot, nobody killed nor wounded, DHS sponsored propaganda event!

***Top 15 tell-tale signs of a guaranteed ’mass shooting’ hoax:***

1. The ’suspect’ in question always wears safety glasses in the CCTV footage.

2. Police Bodycam footage is immediately released on the VERY SAME DAY of event.

3. Obvious DHS-planted gun control advocates, or ’stooges’, making scripted speeches who typically identify themselves as a ’survivor’ from another staged event within the past year.

4. Mainstream media mafia frenzy of impossible-to-believe news stories pertaining to a ’manifesto’, or other bogus subjects and propaganda that are ’shooter-related’ that are released on an hourly, daily basis and go on for weeks long after the event is over. Typically siting bogus social media posts by the suspect.

5. Look for LOTS of bottled-water, on hand or similar provisions, in cases near the participants at the event site. (This was most prevalent at Sandy Hook, even Uvalde.)

6. Lengthy, long-winded press conferences by local officials that consistently praise their local first responder services like a broken record that usually involve well-planned-ahead-of-time appearances by the governor of the state.

7. Unexplained obvious event blunders that anyone can spot, however, is NEVER brought up by the media or local officials via news reports, interviews, or is basically ignored all together.

8. ’Sandy Hook Promise’ ads appearing on social media platforms, either right before, or immediately after said event.

9. ’Surviving perpetrator’ is NEVER interviewed by the media under any circumstances at ANY time.

10. HEAVY political gun control lobbying/fall out/rallying(concerts) pertaining to one, or a series of previous recent phony ’mass shooting’ events.

11. Joe Biden making statements to the effect that ’something needs to be done’.

12. Sniffling witnesses that can’t cry.

13. Crowd participants exiting the scene in conga lines with their hands raised as if THEY were all suspects.

14. The media ALWAYS has five times more propaganda info readily available on the ’shooter’, than the ’victims’.

15. The same key ’witness’ is always intensely promoted via heavy media coverage in the form of scripted interviews on every network affiliate station.

All empires are mortal, the "American Empire" too

by Thierry Meyssan

The USSR collapsed in on itself, not from the war in Afghanistan (1979-89), but from the Chernobyl disaster (April 26, 1989). The Soviets suddenly realized that the state was no longer in control. The members of the Warsaw Pact, whom Leonid Brezhnev had made vassals, revolted. The churches, the Communist Youth and the gays of East Germany brought down the Berlin Wall. Not only did the USSR not react, but also it abandoned its allies outside Europe, especially Cuba. The First Secretary of the party, 

Mikhail Gorbachev, 

turned from a reformer into a liquidator. 

The USSR broke up, creating many new independent states. Then it was a descent into hell. A few "New Russians" appropriated the collective assets and waged a machine-gun war in the streets of Moscow and St. Petersburg. Production collapsed. It became difficult to find food in many Russian regions. 

Life expectancy dropped sharply by about 15 years. The fall was so sharp that no one thought the country would recover quickly.

In the 35 years since the collapse of the USSR, the United States has wrongly convinced itself that it has defeated its rival. In reality, it was the Soviets themselves who overthrew it. They believed that the Russians would need a century to recover from their mistakes. In fact, they have become the world’s leading military power. The United States has succeeded in subjugating Western and Central Europe, but today it must confront all the states it has bullied, led by Russia and China.

DYI:  The American Empire is as much in war with Russia as it is with the European Union and soon, China as well.  More and more nations are making baby steps away from the U.S. dollar some attempting to play both sides as is the case with Turkey.   Be as all that that is – the slide away from the not so almighty buck will continue gaining strength and speed.  This will be years in the making as empires except for few exceptions die not from a bang but a multi-year drawn out whimper.     

Stock remain at nose bleed level valuations producing meager to negative future 10 year returns.  Estimated return for purchasing or holding stocks now then go to sleep like Rip Van Winkle awaking 10 years later your estimated average annualized return is negative 1% to positive 0.86% and this is with dividends reinvested.

Updated Monthly

AGGRESSIVE PORTFOLIO - ACTIVE ALLOCATION - 5/1/23

Active Allocation Bands (excluding cash) 0% to 50%

37% - Cash -Short Term Bond Index - VBIRX

49% -Gold- Global Capital Cycles Fund - VGPMX **

 14% -Lt. Bonds- Long Term Bond Index - VBLTX

 0% -Stocks- Total Stock Market Index - VTSAX

[See Disclaimer]

** Vanguard's Global Capital Cycles Fund maintains 25%+ in precious metal equities the remainder are domestic or international companies they believe will perform well during times of world wide stress or economic declines.  

 This blog site is not a registered financial advisor, broker or securities dealer and The Dividend Yield Investor is not responsible for what you do with your money.

This site strives for the highest standards of accuracy; however ERRORS AND OMISSIONS ARE ACCEPTED!

The Dividend Yield Investor is a blog site for entertainment and educational purposes ONLY.

The Dividend Yield Investor shall not be held liable for any loss and/or damages from the information herein.

Use this site at your own risk.

PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS.

Margin of Safety!

Central Concept of Investment for the purchase of Common Stocks.

"The danger to investors lies in concentrating their purchases in the upper levels of the market..."

Stocks compared to bonds:

Earnings Yield Coverage Ratio - [EYC Ratio]

Lump Sum any amount greater than yearly salary.

PE10  .........29.73
Bond Rate...4.78%

EYC Ratio = 1/PE10 x 100 x 1.1 / Bond Rate

1.75 plus: Safe for large lump sums & DCA

1.30 Plus: Safe for DCA

1.29 or less: Mid-Point - Hold stocks and purchase bonds.

1.00 or less: Sell stocks - Purchase Bonds

Current EYC Ratio: 0.77(rounded)

As of  5-1-23
Updated Monthly

PE10 as report by Multpl.com

Bond Rate is the rate as reported by

Vanguard Long-Term Investment-Grade Fund Investor Shares (VWESX)

DCA is Dollar Cost Averaging.

Lump Sum is any dollar amount greater than one year salary.

Over a ten-year period the typical excess of stock earnings power over bond interest may aggregate 4/3 of the price paid. This figure is sufficient to provide a very real margin of safety--which, under favorable conditions, will prevent or minimize a loss...If the purchases are made at the average level of the market over a span of years, the prices paid should carry with them assurance of an adequate margin of safety.  The danger to investors lies in concentrating their purchases in the upper levels of the market.....

Common Sense Investing:
The Papers of Benjamin Graham
Benjamin Graham

**************************************************************************************

%
Stocks & Bonds

Allocation Formula

5-1-23
Updated Monthly

% Allocation = 100 x (Current PE10 – Avg. PE10 / 4)  /  (Avg.PE10 x 2 – Avg. PE10 / 2)]

Formula's answer determines bond allocation.

Current PE10.....29.73

Avg. PE10...........17.02

% Stock Allocation    0% (rounded)
% Bond Allocation 100% (rounded) 

Logic behind this approach:

--As the stock market becomes more expensive, a conservative investor's stock allocation should go down. The rationale recognizes the reduced expected future returns for stocks, and the increasing risk. 

--The formula acknowledges the increased likelihood of the market falling from current levels based on historical valuation levels and regression to the mean, rather than from volatility. Many agree this is the key to value investing.  

Please note there is controversy regarding the divisor (Avg. PE10).  The average since 1881 as reported by Multpl.com is 16.70.  However, Larry Swedroe and others believe that using a revised Shiller P/E mean of 19.6 , the number since 1960 ( a 53-year period), reflects more modern accounting procedures.

DYI adheres to the long view where over time the legacy (prior 1959) values will be absorbed into the average.  Also it can be said with just as much vigor the last 25 years corporate America has been noted for accounting irregularities.  So....If you use the higher or lower number, or average them, you'll be within the guide posts of value.

Please note:  I changed the formula when the Shiller PE10 is trading at it's mean - stocks and bonds will be at 50% - 50% representing Ben Graham's Defensive investor starting point; only deviating from that norm as valuations rise or fall.        

  

DYI

This blog site is not a registered financial advisor, broker or securities dealer and The Dividend Yield Investor is not responsible for what you do with your money.

This site strives for the highest standards of accuracy; however ERRORS AND OMISSIONS ARE ACCEPTED!

The Dividend Yield Investor is a blog site for entertainment and educational purposes ONLY.

The Dividend Yield Investor shall not be held liable for any loss and/or damages from the information herein.

Use this site at your own risk.

PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS.

The Formula.

A value based allocation strategy

February 19, 2010 by John Kingham