Small cap value backtests well because small, growing companies used to enter the public markets early for additional funding (e.g. through an IPO). However, now successful companies often stay private for longer and grow much larger before entering the public markets. For example, SpaceX and ChatGP...

Last critique...one has to assume global bond traders and financial institutions are uniformly stupid on bond basics when they decide what price they are going to buy/sell a bond for. They maybe stupid on some things, but they are not stupid on bond basics. But there are buyers that “act” dumb, lik...

Wow, awesome work. I can't wait for the final product! Out of curiosity, how many country data sets are you working on? I promise I won't divulge outside this thread

I must admit that your site is what clued me in to the PP concept

In searching the forums, I found a link to an old blog:

http://europeanpermanentportfolio.blogs ... eland.html

It appears to no longer be hosted, or has moved somewhere

Hi All, For more empirical evidence of how the PP would respond to various economic conditions is there any (vetted) data on how it would have worked in other countries? Some example scenarios I'd like to see: 1. Long, deflationary conditions (Japan) 2. Transition from supplier of world's reserve cu...

Thank you Tyler!

That sums it up very nicely . 

Hi All, I've been active on the bogleheads forum for quite some time now and found my way over here after reading about the HBPP.  I'm contemplating adding Gold to my classic 3-fund allocation, and would like to get the opinion of the forum.  My current investible portfolio is all in a 401k as follo...