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: 6573

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: 6573

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: 6573

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: 5483

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: 5080

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: 5483

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: 5080

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: 5080

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: 5080

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: 5483

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: 23411

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: 23411

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...