FYI.

http://blog.alphaarchitect.com/2015/09/ ... -equities/

About 2.5 years for me with only a 15% gold allocation.  Right now  the PP is negative both nominal and real.  Would have been even worse with a 25% gold allocation.  BH is positive both nominal and real with the same 25% stock.

Hybrid PP - 25% LTT 25% Stock -  10% Total US                     10% US Small Cap. Value                     5%  Emerging markets 25% "Cash" - 5 year treasury bond 15% Gold 10% TIPs Gold has lost 25% of value since purchase. Nominal Hybrid PP return since inception: 4.5% Regular portfolio...

After Against the Gods, I read almost everything by Peter L. Bernstein.  Excellent writer. 

I just finished Ron Chernow's House of Morgan (731 pages or so - goes to about 1990).  Overall very good, with the first 250 pages or so being particularly good as it covers earlier American history.

I have been considering the same thing for some time.  Just saw this: http://lifehacker.com/why-i-killed-my-standing-desk-and-what-i-do-instead-1565554537 Look at the other articles that appear in "boxes" in the article itself that have other viewpoints. I was thinking of a blend between s...

You likely already intuitively reached the same conclusion, but this provides some evidence. "The success of index investing in individual asset class categories has been widely documented; however, surprisingly little research is available that compares the performance of diversified portfolio...

I am not retired, but found the comparison interesting.

http://www.retireearlyhomepage.com/reallife13.html

Interesting stats (Table 1 -- Analysis of gold price pullbacks larger than 20% since 1970).

http://seekingalpha.com/article/2048953 ... urce=yahoo

PP vs Bridgewater's All Weather http://seekingalpha.com/article/878251-bridgewaters-all-weather-portfolio-vs-harry-brownes-permanent-portfolio All investing carries risk.  There is no portfolio that will eliminate risk (risk being defined as loss of assets and/or purchasing power). If you would like...

June 20, 2013  by Catherine Mulbrandon

http://visualizingeconomics.com/blog/20 ... onomics%29

Good chart and very short.

FYI.

http://www.bloomberg.com/news/2012-01-1 ... books.html

and not directly about hedge funds:

http://seekingalpha.com/article/1906331 ... lly-matter

I think folks may have misread the original post.  The work is not claiming that economic conditions (inflation, deflation, etc.) are predictable for a 3-5 year time frame, but that asset classes (stocks bonds, etc.) are predictable. Therefore, if we assume that the 3-5 predictions are accurate (a f...

The PP is based on the premise that economic conditions are not predictable.  Therefore, the PP is structured for various economic conditions.  However, if assets class returns are predictable for period of 3-5 years, then isn't the PP now irrelevant because one may simply look at the asset class pr...

Interesting reading.  Thanks for sharing.  I thought others might find this quote interesting:     In Chapter XVII of his Rule of 1221, [Saint] Francis told the friars not to preach unless they had received the proper permission to do     so.  Then he added, “Let all the brothers, however, preach by...

Play the video at the bottom of the article:

http://www.zerohedge.com/news/2013-09-1 ... fiat-money

Has anyone ever read Mr. Reed's book "How to Protect Your Life Savings from Hyperinflation & Depression, 2nd edition"?
http://www.johntreed.com/hyperinflationdepression.html

His thoughts on gold (he is not a fan): http://www.johntreed.com/golddisadvantages2.html

Great chart at the bottom of the blog post:

http://www.mebanefaber.com/2013/07/31/a ... ategies-2/

Interesting article on SCV from Rick Ferri:

http://www.rickferri.com/blog/strategy/ ... ri+Blog%29

PS: I brought up one of your old threads back in May 2013: http://gyroscopicinvesting.com/forum/permanent-portfolio-discussion/a-more-volatile-pp/msg66006/#msg66006 I ran the following: 1.  VOLATILE 4x25 PP at etfreplay.com from Jan 29, 2008 (farthest allowed back because of one of the ETFs used) ED...

Thanks for the recommendations Libertarian666 and AgAuMoney.

Just finished Edward Chancellor's Devil Take the Hindmost A History of Financial Speculation.   Interesting book.  I was familiar with the early history portion, but found the chapters on the US Great Depression and the Japanese Bubble Economy of the 1980s to be fascinating.  At the same time, the l...

Just finished Mandelbrot's Misbehavior of Markets.  An interesting perspective, but wonder if "fractals" will stand up to the test of time anymore than the financial theories, e.g., Black-Scholes, that he finds to be inaccurate.