You can look back to the 1970s to see this. Gold went up like a rocket, and treasury bills payments increased as well. Yeah, the 70s were interesting ;D Between 72-79 Cash went up 6.5% and Gold was up 34%. That's a significant difference and I can feel my confirmation bias kicking in. But I don't k...

In the context of the PP though, no it does not make sense to ever boot one or the other. Yes, I completely agree with that. I'm not arguing against PP. What I'm wondering about is if there could be an economic condition where Cash and Gold can both perform well at the same time. My limited underst...

Tight-money recession is like what Volcker did, to jack up interest rates to reduce inflation. So.... does that mean tight-money regime and inflation regime are (at least mostly) mutually exclusive? Is my understanding correct? If I'm understanding this correctly, it seems like least one of Cash and...

I got an email 30 min before market close advising me to sell. Emotionally very easy. Push the button, logoff. But I knew it was coming based on the moving average Paul uses. Ochotona, I was looking at Paul Novell's website after reading your posts and couldn't find some info. The coronavirus decli...