Search found 763 matches

by Jack Jones
Thu Mar 19, 2026 12:15 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 4158
Views: 3648548

Re: The GOLD scream room

Browne warned explicitly that temporary dollar rallies are engineered by central banks and should not be mistaken for a trend reversal — and that when the dollar rises it does so orderly, while drops come in panics.
by Jack Jones
Thu Mar 19, 2026 11:24 am
Forum: Gold
Topic: The GOLD scream room
Replies: 4158
Views: 3648548

Re: The GOLD scream room

I just realized that once gold reaches $10,000 an ounce, it will be much more difficult to obtain it anonymously (with cash) due to the reporting requirements.
by Jack Jones
Wed Mar 18, 2026 3:41 pm
Forum: Gold
Topic: Gold Top
Replies: 8
Views: 4589

Re: Gold Top

The 70s gold run paused from Nov 1974 to Aug 1976, to the tune of a 45% draw down. Then it went +600% in the next 4 years. I'm expecting a bumpy ride in this one.
by Jack Jones
Mon Mar 16, 2026 9:44 am
Forum: Variable Portfolio Discussion
Topic: The Results of 6 months of Options Trading (Covered Calls/Puts)
Replies: 13
Views: 13751

Re: The Results of 6 months of Options Trading (Covered Calls/Puts)

Greg wrote: Sun Mar 15, 2026 4:01 pm Lost $15k in options trading. Not worth the anxiety and time I spent worrying of trades going south. I'm done now with that hah.
Thanks for the update!
by Jack Jones
Fri Mar 13, 2026 12:17 pm
Forum: Permanent Portfolio Discussion
Topic: 🔝Considering a Dividend Strategy Alongside a Permanent Portfolio – Does It Make Sense?
Replies: 15
Views: 1968

Re: 🔝Considering a Dividend Strategy Alongside a Permanent Portfolio – Does It Make Sense?

frugal wrote: Fri Mar 13, 2026 11:03 am Hi !

Why don't you live on CASH portion of PP ?

???

Why you need dividends or bonds?

???

Regards
That's too much cash for me. Dividends and bonds allow you to focus on ensuring you have enough cash FLOW to meet your needs.
by Jack Jones
Fri Mar 13, 2026 12:13 pm
Forum: Permanent Portfolio Discussion
Topic: Follow-up Question: 🤔📈 Thoughts on holding Commodities ONLY in a Variable Portfolio?
Replies: 8
Views: 1172

Re: Follow-up Question: 🤔📈 Thoughts on holding Commodities ONLY in a Variable Portfolio?

frugal wrote: Fri Mar 13, 2026 11:05 am Hi,

what do you think to have 2,5% on Bitcoin and 2,5% on COMMODITIES ?

::)

;)

???
Seems reasonable. Personally, I don't invest in either (besides gold).
by Jack Jones
Fri Mar 13, 2026 10:52 am
Forum: Permanent Portfolio Discussion
Topic: Follow-up Question: 🤔📈 Thoughts on holding Commodities ONLY in a Variable Portfolio?
Replies: 8
Views: 1172

Re: Follow-up Question: 🤔📈 Thoughts on holding Commodities ONLY in a Variable Portfolio?

frugal wrote: Fri Mar 13, 2026 7:06 am My question to you all:
Does it make sense to keep the Permanent Portfolio "pure" (25/25/25/25) and only hold a broad Commodities ETF (or specific plays like Uranium or Oil) in a Variable Portfolio?
Yes. Gold is all you need for real assets in the PP.
by Jack Jones
Fri Mar 13, 2026 10:49 am
Forum: Permanent Portfolio Discussion
Topic: 🔝Considering a Dividend Strategy Alongside a Permanent Portfolio – Does It Make Sense?
Replies: 15
Views: 1968

Re: 🔝Considering a Dividend Strategy Alongside a Permanent Portfolio – Does It Make Sense?

I like dividends. If one of your goals is capital preservation, they allow to push the difficulty of that decision on to the managers of the companies you invest in. The business is saying, this is capital that we can afford to return to you without impairing our business. When you sell your shares,...
by Jack Jones
Fri Mar 06, 2026 11:28 am
Forum: Variable Portfolio Discussion
Topic: My 3x Leveraged Variable Portfolio
Replies: 5
Views: 2347

Re: My 3x Leveraged Variable Portfolio

This guy has a couple similar portfolios he's been tracking for awhile:

https://www.riskparityradio.com/portfolios
by Jack Jones
Mon Mar 02, 2026 9:14 am
Forum: Politics
Topic: U.S. And Israel bomb Iran?
Replies: 52
Views: 9901

Re: U.S. And Israel bomb Iran?

I Shrugged wrote: Sun Mar 01, 2026 7:12 pm
flyingpylon wrote: Sun Mar 01, 2026 6:45 pm
I Shrugged wrote: Sun Mar 01, 2026 6:23 pm What do Venezuela and Iran have in common? Something not shared with say Cuba or Afghanistan or North Korea.
Sources of oil for China.
Yes, and outside of the dollar system, too.
Can we add Libya to that list?
by Jack Jones
Fri Feb 20, 2026 8:40 am
Forum: Gold
Topic: Gold Top
Replies: 8
Views: 4589

Re: Gold Top

Xan wrote: Thu Feb 19, 2026 9:40 pm It's not terribly meaningful to ask for a prediction of the top without giving either a timeframe or a definition of how much lower it must go than its record for that record to be considered a top.
Yet 9 out of 10 humans can agree that $670 was a top w/out further clarification.
by Jack Jones
Thu Feb 19, 2026 9:14 am
Forum: Gold
Topic: Gold Top
Replies: 8
Views: 4589

Gold Top

In the 1974 You Can Profit From A Monetary Crisis , the man who taught you not to trust prognosticators, predicted (gold was around $100): There's really no way to determine the upside potential of gold, but a conservative estimate would be $300-$500 per ounce within five years - and possibly even w...
by Jack Jones
Thu Feb 19, 2026 9:00 am
Forum: Other Discussions
Topic: Forum availability
Replies: 26
Views: 19809

Re: Forum availability

Hi folks, We seem to be under a distributed denial of service attack. There is no one IP or IP range to block. I've tried to tweak things to allow the service to mostly operate. If you see an error, just refresh and try again. Sorry about the trouble. It might be possible to largely mitigate by (te...
by Jack Jones
Tue Feb 17, 2026 2:11 pm
Forum: Variable Portfolio Discussion
Topic: BTC in the PP
Replies: 522
Views: 1084285

Re: BTC in the PP

Looks like more evidence for the Hijacked thesis was released in the Epstein files. https://brownstone.org/articles/the-hijacking-of-bitcoin/ If I'm at a cocktail party and I say that Epstein is responsible for hijacking Bitcoin, I sound like an absolute lunatic. Well, thanks to you, we lunatics ha...
by Jack Jones
Tue Feb 17, 2026 9:19 am
Forum: Variable Portfolio Discussion
Topic: BTC in the PP
Replies: 522
Views: 1084285

Re: BTC in the PP

Thus, a Bitcoin Standard, just like gold standard, would be actually a Bitcoin Certificate Standard, or a Claims on Bitcoin Standard (perhaps it didn't fit on the book's cover), but even more so. In practice, almost all bitcoin would be held in a few secure facilities that would be either controlle...
by Jack Jones
Wed Jan 28, 2026 12:48 pm
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 3391
Views: 3515578

Re: Daily "Check In" Thread For Us

Xan: the best forum steward on the internet! I'm glad you think so! I fear I've disappointed many of you on this private message thing, though. There isn't much that I could do to improve the situation, I don't think. Not me. The current setup is how I expected it to work. Thanks for running the fo...
by Jack Jones
Wed Jan 28, 2026 12:43 pm
Forum: Stocks
Topic: The Great Taking.We don’t really own our stocks
Replies: 4
Views: 50681

Re: The Great Taking.We don’t really own our stocks

Apparently a few states have made attempts to fix this, but after initial enthusiasm, the bills stall out.



Mr. Guggenheim seemed rather untrustworthy in this proceeding.
by Jack Jones
Tue Jan 27, 2026 10:47 am
Forum: Other Discussions
Topic: AOL is sucks
Replies: 1
Views: 4590

Re: AOL is sucks

Some people out there still rocking the @aol.com address.
by Jack Jones
Tue Jan 20, 2026 10:36 am
Forum: Politics
Topic: A libertarian's views on Trump
Replies: 1
Views: 4798

Re: A libertarian's views on Trump

Subscribed. Thanks!
by Jack Jones
Tue Jan 20, 2026 10:30 am
Forum: Politics
Topic: Cartoon thread
Replies: 2
Views: 5023

Re: Cartoon thread

Thoreau wrote:Blessed are they who never read a newspaper, for they shall see Nature, and through her, God.
by Jack Jones
Mon Jan 19, 2026 10:15 am
Forum: Permanent Portfolio Discussion
Topic: Best Lazy Portfolio to Pair with a Harry Browne Permanent Portfolio 🧩
Replies: 8
Views: 8636

Re: Best Lazy Portfolio to Pair with a Harry Browne Permanent Portfolio 🧩

paul merriman has some excellent portfolios for every risk level . https://www.paulmerriman.com/best-in-class-etf-recommendations-2025 https://lookerstudio.google.com/reporting/a941a5d4-0929-45ea-b22e-3bb82dc334ff/page/99wxC?s=hqmha3-AK5k Hi 👋🏻 I want to create myself Which one ? ☝️ You can't outso...
by Jack Jones
Mon Jan 19, 2026 10:10 am
Forum: Politics
Topic: Greenland
Replies: 24
Views: 26794

Re: Greenland

Maybe you're right, Vinny. Also I thought one of the worst things about a potential Harris presidency was that she wanted to do price controls. Now suddenly Trump is not only for price controls (at least for credit card interest), but he's for government ownership of companies. Isn't that straight-...
by Jack Jones
Mon Jan 19, 2026 10:04 am
Forum: Other Discussions
Topic: Daily "Check In" Thread For Us
Replies: 3391
Views: 3515578

Re: Daily "Check In" Thread For Us

Good lord, what has the ipad OS update done to my keyboard? (Version 26.2) All my iPads are so old that it's been many, many years since any of them were able to get any form of update. Better not advertise that you have very hackable out of date hardware and software. Sure hope you aren’t keeping ...
by Jack Jones
Thu Jan 08, 2026 6:19 am
Forum: Permanent Portfolio Discussion
Topic: 💼 Cash Management in HB-PP: To Rebalance or Not? 🔄
Replies: 24
Views: 22473

Re: 💼 Cash Management in HB-PP: To Rebalance or Not? 🔄

Hey everyone! 👋 Following up on my previous post, I’m curious about a PP-style portfolio with a 33-33-33% allocation (equities 🟢 / bonds 🔵 / gold 🟠). I’m trying to understand: How would the overall risk change compared to a more traditional allocation? ⚖️ What kind of impact on performance/returns ...
by Jack Jones
Thu Jan 08, 2026 6:16 am
Forum: Gold
Topic: Those of you who track silver
Replies: 92
Views: 297301

Re: Those of you who track silver

dualstow wrote: Fri Dec 26, 2025 9:06 pm I hope Ad Orientem is alive and watching it
Yeah it's kind of sad to not know what happened to our characters of the past.