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by mathjak107
Mon Jul 13, 2020 4:50 am
Forum: Permanent Portfolio Discussion
Topic: New Permanent Portfolio book: "Investing Equanimity"
Replies: 37
Views: 1788

Re: New Permanent Portfolio book: "Investing Equanimity"

"Investing Equanimity: The Logic & Wisdom of the Permanent Portfolio" I decided to write this book because the only way to truly satisfy my fascination with the concept of the Permanent Portfolio was to just write a book about it and "get it out of my system". I wrote it in such a manner that it is...
by mathjak107
Sat Jul 11, 2020 5:18 am
Forum: Permanent Portfolio Discussion
Topic: Morningstar LTT & Gold analysis
Replies: 7
Views: 289

Re: Morningstar LTT & Gold analysis

gold equities are a stock first and play on gold 2nd . they still are dependent on earnings , strikes , political stuff , management , and of course workers staying healthy . gold is not dependent on any of that . in 2008 gold shares plunged with stocks while gold was up . covid could easily take ou...
by mathjak107
Fri Jul 10, 2020 2:46 am
Forum: Cash
Topic: BSV for cash portion
Replies: 9
Views: 213

Re: BSV for cash portion

i agree .

having lost money in a money market in 2008 when mine broke the buck , plus getting locked out for months , treasuries are treasuries .
by mathjak107
Thu Jul 09, 2020 4:41 pm
Forum: Permanent Portfolio Discussion
Topic: The Elephant in the room: How should we prepare for the collapse of the US?
Replies: 24
Views: 937

Re: The Elephant in the room: How should we prepare for the collapse of the US?

Total bond funds were down or hardly up in 2008 ...they behaved nothing like treasuries
by mathjak107
Mon Jul 06, 2020 3:04 pm
Forum: Stocks
Topic: Stock scream room
Replies: 1385
Views: 255964

Re: Stock scream room

Yep ...the stock market has pretty much closed the books on 2020 ....the prices we are at now get us in for the 2021 and beyond show
by mathjak107
Mon Jul 06, 2020 1:57 pm
Forum: Stocks
Topic: Stock scream room
Replies: 1385
Views: 255964

Re: Stock scream room

So it looks like this is now the price for buying in to the 2021 and beyond economy ....the 2020 show is cancelled ....all tickets today are priced for next years shows
by mathjak107
Mon Jul 06, 2020 2:54 am
Forum: Cash
Topic: How do you invest the Cash portion?
Replies: 233
Views: 65518

Re: How do you invest the Cash portion?

if you think rates will rise t-bills can be best . but if you think rates will fall , a t-bill etf like shv or very short term fund like shy etf is better , since they rise as rates fall more . why not split the cash portion .
by mathjak107
Sat Jul 04, 2020 5:06 am
Forum: Variable Portfolio Discussion
Topic: The tech-dumbell portfolio
Replies: 70
Views: 3477

Re: The tech-dumbell portfolio

as of now the pp represents 2/3's of my invested dollars , while 1/3 is still in the fidelity insight income model ...over the last couple of months i have been shielding gains by moving more in to the pp.... so now things are reversed with the pp the larger portion . it can get hairy at times with ...
by mathjak107
Fri Jul 03, 2020 4:29 pm
Forum: Cash
Topic: New Ray Dalio piece
Replies: 16
Views: 1205

Re: New Ray Dalio piece

When bitcoin has 5000 years of history I will look at it as I do gold
by mathjak107
Fri Jul 03, 2020 3:49 pm
Forum: Permanent Portfolio Discussion
Topic: New Permanent Portfolio book: "Investing Equanimity"
Replies: 37
Views: 1788

Re: New Permanent Portfolio book: "Investing Equanimity"

I can’t say I get excited or impressed with financial books anymore ....especially pp books which tend to just reiterate what has been said for decades , just changing the wording .

But I did like the book and do recommend it if you have an interest in the pp
by mathjak107
Fri Jul 03, 2020 3:23 pm
Forum: Permanent Portfolio Discussion
Topic: New Permanent Portfolio book: "Investing Equanimity"
Replies: 37
Views: 1788

Re: New Permanent Portfolio book: "Investing Equanimity"

vnatale wrote:
Fri Jul 03, 2020 2:54 pm
mathjak107 wrote:
Fri Jul 03, 2020 2:52 pm
It was enjoyable reading
Do you share at all that it was "inspirational" personal finance reading?

Vinny
I guess it could be , but after more than 30 years of reading pp books and articles it’s like being married for decades ....there is little to get excited about in the bedroom. Lol