Howdy all! Thanks for posting the interview. I'll answer some points: 1) Yes my core portfolio is still based on the PP. Like most people, I have other assets, but the core of life savings I still do the PP. I have never shifted to all stocks, etc. 2) Yes, LT bonds have stunk recently. I rely on Sto...

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...

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...

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...

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...

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 ...

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, ...

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 ...

↳ 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 volati...

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...

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...

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...

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...

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...

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...

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...

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...

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.

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...

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 ...

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...

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...

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 ...

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.....

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.