Search found 1350 matches

by Cortopassi
Thu May 23, 2019 11:43 am
Forum: Permanent Portfolio Discussion
Topic: What have we learned over last 10 years?
Replies: 19
Views: 433

Re: What have we learned over last 10 years?

And given my reply about not dealing with the market, what's going on today causing the swings? More tariff BS?
by Cortopassi
Thu May 23, 2019 11:39 am
Forum: Permanent Portfolio Discussion
Topic: What have we learned over last 10 years?
Replies: 19
Views: 433

Re: What have we learned over last 10 years?

What the PP has taught me: ** Not to obsess about my investments. 5 years ago I was scrambling. I was out of the market for a while, and into gold and gold stocks, which were not doing well. I rotated into and out of strategies, all ended up being losers. The PP has allowed me to removed 99% of my t...
by Cortopassi
Fri May 17, 2019 6:53 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 2453
Views: 393776

Re: The GOLD scream room

jhogue wrote:
Fri May 17, 2019 4:40 pm
I believe in having some of everything, but don't put all of my trust in any one thing.
Yes.

TLT is leading the pack in one year returns.

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by Cortopassi
Fri May 17, 2019 3:30 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 2453
Views: 393776

Re: The GOLD scream room

Guys, it's one day of a one week pull back. Your expectations are ridiculous. Gold is not going to go up every day or week that stocks are down. They are UNcorrelated not negatively correlated. I think the root of the frustrations with gold on this board are that people have unrealistic expectation...
by Cortopassi
Thu May 16, 2019 12:31 pm
Forum: Stocks
Topic: Stock scream room
Replies: 610
Views: 111866

Re: Stock scream room

Nothing short of all out nuclear war will shake this market for more than a few days/weeks. Amazing. Wonder what can cause an actual sustained downtrend.

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by Cortopassi
Mon May 13, 2019 11:13 am
Forum: Stocks
Topic: Stock scream room
Replies: 610
Views: 111866

Re: Stock scream room

The best part of the PP, IMO, is a day like today.

When the financial media and talking heads are gnashing their teeth about the drop in the market, my PP is up a couple tenths and I can say meh.
by Cortopassi
Mon May 13, 2019 8:33 am
Forum: Gold
Topic: The GOLD scream room
Replies: 2453
Views: 393776

Re: The GOLD scream room

Today gold is working as hoped.
by Cortopassi
Thu May 09, 2019 8:25 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 2453
Views: 393776

Re: The GOLD scream room

Markets are down greatly in the past few days. A trade deal with China is in jeopardy. N Korea launched 2 missiles today. We're sending B52s and a carrier fleet towards Iran. And yet, gold is only up a fraction. What's up with this? This is how uncorrelated assets work. Some of you will say anythin...
by Cortopassi
Mon May 06, 2019 7:44 am
Forum: Gold
Topic: The GOLD scream room
Replies: 2453
Views: 393776

Re: The GOLD scream room

Trade war fears again, but sigh, no love for gold with this fear.
by Cortopassi
Mon Apr 29, 2019 1:24 pm
Forum: Other Discussions
Topic: Wonder how the PP acts in this scenario....
Replies: 13
Views: 527

Re: Wonder how the PP acts in this scenario....

Talking about bond rates, I've posted similar before, and still don't understand why the US 10 year is basically on par with a country like Italy?!? And not too much lower than Greece? https://i.imgur.com/bTofF3K.png It's purely supply and demand. Meaning as you go down the list, demand is higher? ...
by Cortopassi
Mon Apr 29, 2019 10:29 am
Forum: Variable Portfolio Discussion
Topic: Setting VP size
Replies: 13
Views: 381

Re: Setting VP size

...without risking their core savings. Yeah, well that's the crux of it. I don't have anything that I wouldn't consider core savings, and I don't believe I will ever be in that position. Sure, you can go on a vacation here and there, buy some man cave stuff, go out to eat, etc. but when you look at...
by Cortopassi
Mon Apr 29, 2019 8:42 am
Forum: Other Discussions
Topic: Wonder how the PP acts in this scenario....
Replies: 13
Views: 527

Re: Wonder how the PP acts in this scenario....

Talking about bond rates, I've posted similar before, and still don't understand why the US 10 year is basically on par with a country like Italy?!? And not too much lower than Greece?

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