Search found 16 matches

by johnnywitt
Sun Sep 13, 2020 4:37 pm
Forum: Permanent Portfolio Discussion
Topic: New Permanent Portfolio book: "Investing Equanimity"
Replies: 39
Views: 3468

Re: New Permanent Portfolio book: "Investing Equanimity"

This is a great book! If you're having doubts about now, this book might remind you of why the PP makes so much sense in this insane world we inhabit.
by johnnywitt
Sun Sep 13, 2020 2:28 pm
Forum: Gold
Topic: Safety Deposit Box Insurance
Replies: 27
Views: 789

Re: Safety Deposit Box Insurance

I do not trust safety deposit boxes. Banks occasionally close or remodel their branches and sometimes consolidate their boxes. There are horror stories elsewhere on this site about what has happened. Some years ago, I put my gold in a Wells Fargo branch and arranged for the annual fee to be paid fr...
by johnnywitt
Sun Sep 13, 2020 2:26 pm
Forum: Bonds
Topic: Hoisington on why low rates can still go lower
Replies: 11
Views: 515

Re: Hoisington on why low rates can still go lower

I Shrugged wrote:
Mon Aug 17, 2020 6:47 pm
When Gary Shilling says the bond bull market is over, then I'll believe it's over.
That there is pretty funny Dude!
by johnnywitt
Sun Sep 13, 2020 1:56 pm
Forum: Bonds
Topic: Can Long-Term Bond Rates Go Any Lower?
Replies: 7
Views: 359

Re: Can Long-Term Bond Rates Go Any Lower?

Ah, never mind. Because even for one of the greatest Investing minds in the world, this shit is stressful. Doesn't matter what 'safe' portfolio you're in. The above discussion would be illustrative of this. Here we have pretty diehard PP adhererents that are speaking of eliminating one of the four ...
by johnnywitt
Sat Sep 12, 2020 1:36 pm
Forum: Gold
Topic: Safety Deposit Box Insurance
Replies: 27
Views: 789

Re: Safety Deposit Box Insurance

Relax. Keep a few coins on hand for bribes and 0-25% in AAAU. If you own your home thats part of your inflation protection. Why AAAU instead of IAU & SGOL? AAAU is redeemable in physical gold and backed by the Perth Mint. They have a good reputation compared to who holds the gold in other ETFs. htt...
by johnnywitt
Sat Sep 12, 2020 1:17 pm
Forum: Bonds
Topic: Can Long-Term Bond Rates Go Any Lower?
Replies: 7
Views: 359

Re: Can Long-Term Bond Rates Go Any Lower?

Well, they've been asking this question for a very long time now and thus far, & for most Folks Lifetimes', the answer has been unequivocally affirmative and despite all forecasting to the contrary. Even most on here that are PP Diehards there exists extreme doubt as to the validity of the LTT porti...
by johnnywitt
Sat Sep 12, 2020 1:12 pm
Forum: Bonds
Topic: Does it make sense to buy long bonds now?
Replies: 19
Views: 576

Re: Does it make sense to buy long bonds now?

What have investors been doing in germany We're confused and don't know what to do: https://www.gyroscopicinvesting.com/forum/viewtopic.php?f=3&t=10957 https://www.gyroscopicinvesting.com/forum/viewtopic.php?t=9082 https://www.gyroscopicinvesting.com/forum/viewtopic.php?f=1&t=9770&p=172861#p172861 ...
by johnnywitt
Sat Sep 12, 2020 11:32 am
Forum: Gold
Topic: Safety Deposit Box Insurance
Replies: 27
Views: 789

Re: Safety Deposit Box Insurance

boglerdude wrote:
Thu Sep 10, 2020 11:38 pm
Relax. Keep a few coins on hand for bribes and 0-25% in AAAU. If you own your home thats part of your inflation protection.
Why AAAU instead of IAU & SGOL?
by johnnywitt
Thu Sep 10, 2020 11:21 am
Forum: Other Discussions
Topic: Jeffrey Gundlach: The Bond Fund Rock Star
Replies: 5
Views: 195

Re: Jeffrey Gundlach: The Bond Fund Rock Star

jeff dunlach has had an awful track record calling bond rates ... he got things as wrong as bill gross . dunlach called for 4% before we saw 2% when rthe fed was raising rates . he also called for oil to be the best investment last year . he needs a new crystal ball Jeffrey Gundlach Gundlach’s inte...
by johnnywitt
Thu Sep 10, 2020 11:10 am
Forum: Stocks
Topic: Growth Stocks vs Total Market
Replies: 13
Views: 1144

Re: Growth Stocks vs Total Market

Yeah, I dont want companies handing me back my own money in a dividend. I'm giving them my money to grow it. Yeah, and if you look, this is the case. It might be a substantial amount, but it is there. Additionally, I have to believe that HB knew what Growth was. The fact that all his book recommend...
by johnnywitt
Thu Sep 10, 2020 9:36 am
Forum: Gold
Topic: Safety Deposit Box Insurance
Replies: 27
Views: 789

Re: Safety Deposit Box Insurance

Sincere thanks for all the replies with special thanks to Vnatale! So, HB warned about storing your Gold with a Gold Dealer. He also talked about GoldMoney and he said no thanks to that to a caller on the Money Show.I believe that a Safety Deposit Box is the best bet for me Oh, and my local bank doe...
by johnnywitt
Tue Sep 08, 2020 3:42 pm
Forum: Permanent Portfolio Discussion
Topic: Bonds and the PP -- still make sense?
Replies: 59
Views: 2219

Re: Bonds and the PP -- still make sense?

Uh... and how long have they been calling for an end to the Bond Bull. Seriously, if you read, or listen to HB, he addresses this issue many times with regard to all asset classes in the portfolio, "it only offers protection as a package".He also said if you leave anything out you're simply speculat...