Search found 56 matches

by Smith1776
Wed Mar 06, 2019 2:18 pm
Forum: Other Discussions
Topic: United States debt
Replies: 14
Views: 714

Re: United States debt

Just an add-on. From what I understand, part of the big difference between the long-term and short-term debt cycles (in addition to what has been mentioned), is that at the end of the long-term debt cycle interest rates can't be lowered any further because they're already pretty much at zero percent...
by Smith1776
Mon Mar 04, 2019 6:32 pm
Forum: Other Discussions
Topic: United States debt
Replies: 14
Views: 714

Re: United States debt

I just recently finished reading Ray Dalio's book Principles for Navigating Big Debt Crises.

For those of you who haven't touched upon it yet, it's an incredible read. Also, it will definitely reinforce the notion that gold is part of any good balanced breakfast portfolio.
by Smith1776
Mon Mar 04, 2019 1:30 pm
Forum: Permanent Portfolio Discussion
Topic: Viability of HBPP with perpetually low interest rate Fed
Replies: 19
Views: 1860

Re: Viability of HBPP with perpetually low interest rate Fed

It seems to me that the PP is still as relevant as ever, even in a low interest rate environment.

Those low interest rates are putting the hurt on other, more traditional portfolios, as well. >:D
by Smith1776
Wed Jan 09, 2019 2:42 pm
Forum: Permanent Portfolio Discussion
Topic: Gyroscopic Portfolios Is Now Under Construction
Replies: 24
Views: 4804

Re: Gyroscopic Portfolios Is Now Under Construction

Thanks for this effort, it's off to a great start. It'd be nice for this site to reprise Craig's tradition of an annual post on the PP's annual returns, with an explanation for why each of the four assets did what it did, and comparison to a couple benchmarks. Another useful resource would be a lis...
by Smith1776
Tue Jan 01, 2019 6:51 pm
Forum: Permanent Portfolio Discussion
Topic: Carnac The Magnificence's 2019 Predictions
Replies: 3
Views: 1577

Re: Carnac The Magnificence's 2019 Predictions

I’m taking the most left field and out there prediction.

I say the PP returns 900% next year as the U.S. dollar collapses and gold skyrockets.

I will bet you a snickers bar.
by Smith1776
Sun Dec 30, 2018 3:36 pm
Forum: Permanent Portfolio Discussion
Topic: Worst investing year ever...
Replies: 59
Views: 9934

Re: Worst investing year ever...

For what it's worth, Harry Browne in Best Laid Plans said that he hoped the reader would put no less than 20% and no more than 35% in each of the given asset classes.

Maybe that changed in the intervening time between that book and his radio show.
by Smith1776
Wed Dec 26, 2018 1:20 pm
Forum: Permanent Portfolio Discussion
Topic: How to listen to Harry Browne Investment Radio Shows ?
Replies: 3
Views: 2648

Re: How to listen to Harry Browne Investment Radio Shows ?

Not to try and plug too much, but feel free to visit my website's repository of Harry Browne's show! ^-^

https://www.gyroscopicportfolios.com/ha ... adio-show/
by Smith1776
Tue Dec 25, 2018 5:30 pm
Forum: Permanent Portfolio Discussion
Topic: Worst investing year ever...
Replies: 59
Views: 9934

Re: Worst investing year ever...

Merry Christmas - target allocation is 35/15/15/35. A little more prosperity and cash, a little less gold and LTT’s. I think I can follow this allocation without much regret. Merry Christmas. Thanks If I was a little younger I would go at least 40% prosperity as cash does not return full value a lo...
by Smith1776
Sat Dec 22, 2018 10:39 am
Forum: Permanent Portfolio Discussion
Topic: Gyroscopic Portfolios Is Now Under Construction
Replies: 24
Views: 4804

Re: Gyroscopic Portfolios Is Now Under Construction

I'm on the same page as you guys. Remember the original epic PP thread over at the Bogleheads forum? I've read the whole thing from start to finish -- multiple times. With perhaps the biggest exception being the brief scuffle between MediumTex and Larry Swedroe, everyone seemed so gung ho on the str...
by Smith1776
Fri Dec 21, 2018 7:36 am
Forum: Permanent Portfolio Discussion
Topic: Gyroscopic Portfolios Is Now Under Construction
Replies: 24
Views: 4804

Re: Gyroscopic Portfolios Is Now Under Construction

Nice-looking website, Smith! I agree but I'd like to see the returns in real (inflation-adjusted) terms. I suspect the "flattening" that we see over the last ten years or so is at least partly due to inflation being low during that entire period. Check out this page from Ryan Melvey's site: http://...
by Smith1776
Wed Dec 19, 2018 10:36 pm
Forum: Stocks
Topic: Stock scream room
Replies: 566
Views: 106773

Re: Stock scream room

It’s funniest when people are arguing about the strategy and keep saying “PP” in the middle of a bunch of serious statements. ;D
by Smith1776
Tue Dec 18, 2018 1:08 pm
Forum: Permanent Portfolio Discussion
Topic: Gyroscopic Portfolios Is Now Under Construction
Replies: 24
Views: 4804

Re: Gyroscopic Portfolios Is Now Under Construction

Nice-looking website, Smith! I agree but I'd like to see the returns in real (inflation-adjusted) terms. I suspect the "flattening" that we see over the last ten years or so is at least partly due to inflation being low during that entire period. Check out this page from Ryan Melvey's site: http://...