Search found 2477 matches

by craigr
Fri Jul 31, 2020 10:34 pm
Forum: Permanent Portfolio Discussion
Topic: Knuckleheads PP thread resurrected
Replies: 62
Views: 8163

Re: Knuckleheads PP thread resurrected

I believe last year someone suggested if/when CraigR or Medium Tex post, people should jump in their cars and track them down. Time was of the essence then. Might have to take one of the idled cruise ships to find CraigR. Maybe with the virus inconvenience, just let it go for now. I am lurking from...
by craigr
Fri Jul 31, 2020 10:31 pm
Forum: Permanent Portfolio Discussion
Topic: Knuckleheads PP thread resurrected
Replies: 62
Views: 8163

Re: Knuckleheads PP thread resurrected

It was indeed great fun to read the witty William Bernstein quote! If only the rest of the crew on that forum had a fraction of Bernstein's brilliance and sincere appreciation of risk parity portfolios like the PP. His book "Deep Risk" is essentially a dialogue with Craig's writing on the PP and Br...
by craigr
Fri Jul 31, 2020 6:28 am
Forum: Permanent Portfolio Discussion
Topic: Knuckleheads PP thread resurrected
Replies: 62
Views: 8163

Re: Knuckleheads PP thread resurrected

It was indeed great fun to read the witty William Bernstein quote! If only the rest of the crew on that forum had a fraction of Bernstein's brilliance and sincere appreciation of risk parity portfolios like the PP. His book "Deep Risk" is essentially a dialogue with Craig's writing on the PP and Br...
by craigr
Fri Jul 31, 2020 6:04 am
Forum: Permanent Portfolio Discussion
Topic: Stay cool...
Replies: 40
Views: 6578

Re: Stay cool...

Hi All, I hope everyone stayed cool and rode things out with some smart re-balancing. It's nice to have a portfolio that doesn't make you panic and do dumb things in a market crash. YTD and 3yr. charts show the PP is smashing a 60/40 index. Low volatility allows re-balancing into the storm without s...
by craigr
Sun Mar 08, 2020 10:06 pm
Forum: Permanent Portfolio Discussion
Topic: The Permanent Portfolio May Be About To Break
Replies: 25
Views: 5868

Re: The Permanent Portfolio May Be About To Break

Hi Craig, Welcome back! Do you have any new thoughts to your 4 year old statement regarding selling long term treasuries at 1% yield? Have you changed your mind since? I'm likely to just rebalance according to plan. I don't have any better options or ideas right now. Each person is different and I ...
by craigr
Sun Mar 08, 2020 9:57 pm
Forum: Permanent Portfolio Discussion
Topic: Stay cool...
Replies: 40
Views: 6578

Re: Stay cool...

Another financial guru said gold prices would be $300 or so an ounce within a year. The only gold I like is in my wife's jewelry! >:D How's retirement? I think your blog came down several years back. I'm not retired, I'm just extremely busy on a new company. But despite any rumors to the contrary, ...
by craigr
Sun Mar 08, 2020 9:53 pm
Forum: Permanent Portfolio Discussion
Topic: The Permanent Portfolio May Be About To Break
Replies: 25
Views: 5868

Re: The Permanent Portfolio May Be About To Break

Hi Craig, Welcome back! Do you have any new thoughts to your 4 year old statement regarding selling long term treasuries at 1% yield? Have you changed your mind since? I'm likely to just rebalance according to plan. I don't have any better options or ideas right now. Each person is different and I ...
by craigr
Sun Mar 08, 2020 9:49 pm
Forum: Permanent Portfolio Discussion
Topic: The Permanent Portfolio May Be About To Break
Replies: 25
Views: 5868

Re: The Permanent Portfolio May Be About To Break

↳ https://www.gyroscopicinvesting.com/forum/viewtopic.php?f=1&t=8131&p=140483&hilit=%E2%80%9Cping+pong+%E2%80%9C#p140483 ... In terms of bond pricing, this is known as yield curve "convexity."  If you use zeroes, all of this same stuff happens, it just happens with more volatility in the value of t...
by craigr
Sun Mar 08, 2020 9:30 pm
Forum: Permanent Portfolio Discussion
Topic: The Permanent Portfolio May Be About To Break
Replies: 25
Views: 5868

Re: The Permanent Portfolio May Be About To Break

Might I introduce you to Tyler's wonderful article on bond convexity: https://portfoliocharts.com/2019/05/27/high-profits-at-low-rates-the-benefits-of-bond-convexity/ Combine that with the fact that gold is highly correlated to negative real interest rates, and the fact that lower risk free rates c...
by craigr
Sun Mar 08, 2020 9:14 pm
Forum: Permanent Portfolio Discussion
Topic: Stay cool...
Replies: 40
Views: 6578

Stay cool...

Hi All, I swung back by to say hello. To the long-time posters here, thanks for keeping the lights on! It's interesting times out there and my core Permanent Portfolio position allows me to sleep at night. I was just looking at some quick charts over at etfreplay.com and the Permanent Portfolio is d...
by craigr
Wed Aug 07, 2019 10:56 pm
Forum: Permanent Portfolio Discussion
Topic: What have we learned over last 10 years?
Replies: 42
Views: 24374

Re: What have we learned over last 10 years?

The truth is I've been extremely busy on my start-up and have no time to look at investment stuff much. I check my portfolio maybe quarterly for tax planning reasons. I don't read any investment news, but watching the headlines pop up over and over about stock market highs gives me that 2000 feelin...
by craigr
Wed Aug 07, 2019 8:23 pm
Forum: Permanent Portfolio Discussion
Topic: What have we learned over last 10 years?
Replies: 42
Views: 24374

Re: What have we learned over last 10 years?

The truth is I've been extremely busy on my start-up and have no time to look at investment stuff much. I check my portfolio maybe quarterly for tax planning reasons. I don't read any investment news, but watching the headlines pop up over and over about stock market highs gives me that 2000 feeling...
by craigr
Wed Aug 07, 2019 8:17 pm
Forum: Permanent Portfolio Discussion
Topic: What have we learned over last 10 years?
Replies: 42
Views: 24374

Re: What have we learned over last 10 years?

Definitely. Some of those old forum posts of his were very insightful, even with the passage of time. I wonder if both Craig and Tex are still PP users... I heard he bailed out a long time ago after banking his book profits in the Bahamas. Yeah, I still use the portfolio. Sadly, a few months back I...
by craigr
Thu Apr 05, 2018 2:12 pm
Forum: Other Discussions
Topic: My new company: Sandfly Security
Replies: 8
Views: 5195

Re: My new company: Sandfly Security

Hello, Sandfly is pleased to announce the release of our new agentless Linux compromise detection and automated security investigation tool. Sandfly can protect your Linux hosts without the need to deploy agents. Please feel free to forward this to people you know that admin Linux networks or otherw...
by craigr
Wed Feb 14, 2018 2:13 pm
Forum: Other Discussions
Topic: My new company: Sandfly Security
Replies: 8
Views: 5195

Re: My new company: Sandfly Security

Craig, if you’re out there- Is there an alternative to google drive that you like for online storage? Mega? SpiderOak? Thanks. I hope Xan doesn't mind if I take a brief opportunity to send people to my new company website. People might be interested in knowing what I've been up to since I've not be...
by craigr
Wed Feb 14, 2018 1:59 pm
Forum: Permanent Portfolio Discussion
Topic: Is the PP going to hold up?
Replies: 115
Views: 32692

Re: Is the PP going to hold up?

Howdy folks! I rebalanced from stocks in January and February as they hit the way upper band for me. I had overweighted stocks in my VP after Trump's election figuring it would be a good boost and it paid off well also. But now I'm back again at the boring 25% bands as I usually am and am not too fu...
by craigr
Mon Nov 20, 2017 1:11 pm
Forum: Other Discussions
Topic: the Thankful Investor (Tyler)
Replies: 5
Views: 3553

Re: the Thankful Investor (Tyler)

Nice post, Tyler. It's easy to get lost in the weeds and not be thankful for what you have and lose sight of long term goals.
by craigr
Mon Nov 20, 2017 12:58 pm
Forum: Other Discussions
Topic: My new company: Sandfly Security
Replies: 8
Views: 5195

My new company: Sandfly Security

I hope Xan doesn't mind if I take a brief opportunity to send people to my new company website. People might be interested in knowing what I've been up to since I've not been around much: https://www.sandflysecurity.com We are producing a new kind of intrusion detection and threat hunting tool for L...
by craigr
Mon Nov 20, 2017 12:53 pm
Forum: Other Discussions
Topic: Has Craig's blog been hijacked?
Replies: 10
Views: 4629

Re: Has Craig's blog been hijacked?

I did let the domain lapse on purpose. After almost 10 years with the blog I wanted to move on and do other things and didn't want to think about it any more. My new company is located here: https://www.sandflysecurity.com It has nothing to do with finance/investing but I still follow the Permanent ...
by craigr
Thu Jun 29, 2017 9:01 pm
Forum: Other Discussions
Topic: Looking for Linux Sysadmins
Replies: 3
Views: 2739

Looking for Linux Sysadmins

Howdy folks, I'm working on a new product idea. I need to talk to Linux sysadmins. Specifically, if you manage large numbers of RedHat/CentOS/Ubuntu boxes and need to deal with intrusion detection and incident response or would like to keep on top of these issues. If that's you, drop me a PM. Hope y...
by craigr
Wed Apr 05, 2017 10:35 pm
Forum: Other Discussions
Topic: The LA Times' Scathing Attack on Donald Trump
Replies: 11
Views: 4935

Re: The LA Times' Scathing Attack on Donald Trump

I didn't know the LA Times was still in business. When hasn't the MSM been saying these things about Trump? Although I am a bit disappointed that he went after healthcare. I think he did it just to hang a noose around Ryan's neck which happened with aplomb. Ryan is neutered now and Obamacare will co...
by craigr
Tue Mar 14, 2017 8:23 pm
Forum: Other Discussions
Topic: Channeling Maxine Waters (Wikileaks Vault 7)
Replies: 40
Views: 15171

Re: Channeling Maxine Waters (Wikileaks Vault 7)

a new report just came out that obama used the British to spy on trump, supposedly he used the GCHQ That’s the British spying agency. They have 24/7 access to the NSA database. by asking them for info on trump he could keep the request out of the chain of command, This kind of thing has been going ...
by craigr
Tue Mar 14, 2017 4:30 pm
Forum: Other Discussions
Topic: Channeling Maxine Waters (Wikileaks Vault 7)
Replies: 40
Views: 15171

Re: Channeling Maxine Waters (Wikileaks Vault 7)

it is starting to look like the FISA requests are just a band-aide butt cover for the swamp people (both parties) to give the appearance of legality and congressional oversight when the real "wire taps" were NSA CIA (of course we have trumps phones/computers we have everybody's) sourced.... I have ...
by craigr
Wed Jan 04, 2017 4:03 pm
Forum: Permanent Portfolio Discussion
Topic: PP FORUM STAYING -- details here
Replies: 43
Views: 17931

Re: PP FORUM STAYING -- details here

Thanks for the offers. If anyone wanted to donate for me, please send it to your local Meals on Wheels charity to help an elderly or other homebound person have a nice meal.
by craigr
Mon Jan 02, 2017 2:42 pm
Forum: Permanent Portfolio Discussion
Topic: PP FORUM STAYING -- details here
Replies: 43
Views: 17931

PP FORUM STAYING -- details here

Here's the update on the forum.

Xan has offered to host the site going forward. It will be the same message DB we have here perhaps minus a couple days as the DB transitions over to the new host. The domain will be the same, etc.

Stand by for more details.

-- Craig