Search found 2334 matches

by AdamA
Thu Dec 24, 2020 1:48 am
Forum: Other Discussions
Topic: Brief Book Review: What To Do When The Bubble Pops
Replies: 9
Views: 275

Re: Brief Book Review: What To Do When The Bubble Pops

At the very least it sounds entertaining. I think I will read it.
by AdamA
Tue Dec 22, 2020 6:53 pm
Forum: Bonds
Topic: David Rosenberg: Long Treasuries Are Still The Safest Asset Around
Replies: 23
Views: 1614

Re: David Rosenberg: Long Treasuries Are Still The Safest Asset Around

How's this for an interesting factoid: the most recent rate for 30 year Treasuries and the current rate for iBonds is exactly the same: 1.68% - except, of course, for the fact that the iBond's rate will be adjusted for inflation for up to 30 years and no income tax is due until redemption. Too bad ...
by AdamA
Mon Dec 21, 2020 10:46 am
Forum: Politics
Topic: Message From Our Alt-Right Members to the “Moderates”
Replies: 162
Views: 2767

Re: Message From Our Alt-Right Members to the “Moderates”

...there is NOTHING about politics in it aside from a healthy dose of not trusting governments to do the right thing.... Therefore I'm 100% here with pmward that believing in the Permanent Portfolio and its philosophy and logic for how it works does not then tie you to having to take or subscribe t...
by AdamA
Mon Dec 14, 2020 11:50 am
Forum: Other Discussions
Topic: Favorite Movies - Your Short List
Replies: 131
Views: 3698

Re: Favorite Movies - Your Short List

Hal wrote:
Tue Dec 08, 2020 5:31 am

Das Boot 1981 - Realistic as.
I watch this movie at least once a year. Truly great.
by AdamA
Tue Nov 24, 2020 8:51 am
Forum: Permanent Portfolio Funds
Topic: Another PP fund
Replies: 4
Views: 1114

Re: Another PP fund

Is the podcast any good?

I liked the link Hal posted.
by AdamA
Mon Nov 23, 2020 9:14 am
Forum: Politics
Topic: Whoa: Nearly a Third of Democrats Believe the Election Was Stolen From Trump
Replies: 157
Views: 3183

Re: Whoa: Nearly a Third of Democrats Believe the Election Was Stolen From Trump

Wow, what's happened to this forum? It used to be a place filled with intelligent, well thought out discussions on a wide range of topics. Now it's an echo chamber where the crazies reign supreme. I've gotten the same impression, and honestly stopped reading here for the past few weeks. The folks e...
by AdamA
Sun Nov 22, 2020 11:00 am
Forum: Bonds
Topic: LTT & HARRY BROWNE: Doug Casey Opines
Replies: 17
Views: 1348

Re: LTT & HARRY BROWNE: Doug Casey Opines

Doug Casey was a friend of Harry's and he has a great YouTube Channel with Michael Smith that would be of interest to many subscribers here. Doug opines on the LTT component of the PP here on Youtube: Doug Casey's Take (ep. #41) Friday AMA: Ayahuasca, Most Exotic Country, Buying Property... The bit...
by AdamA
Sat Nov 21, 2020 7:55 am
Forum: Bonds
Topic: Switching from TLT to TIPS
Replies: 6
Views: 1206

Re: Switching from TLT to TIPS

pmward wrote:
Mon Nov 16, 2020 4:25 pm
I'm not saying I believe bonds are the most attractive investment in the world right now, but they could continue to surprise all of us.
+1
by AdamA
Mon Nov 02, 2020 2:56 pm
Forum: Permanent Portfolio Discussion
Topic: Is the Permanent Portfolio Broken?
Replies: 44
Views: 3324

Re: Is the Permanent Portfolio Broken?

ahhrunforthehills wrote:
Mon Nov 02, 2020 2:48 pm

And even if the Treasury Bond portion of the PP lost 50% of its value, it would only be a 12.5% loss for the portfolio.

What am I missing?
In your example, 12.5%.
Lol. Touche.
by AdamA
Mon Nov 02, 2020 2:38 pm
Forum: Permanent Portfolio Discussion
Topic: Is the Permanent Portfolio Broken?
Replies: 44
Views: 3324

Re: Is the Permanent Portfolio Broken?

mathjak107 wrote:
Mon Nov 02, 2020 2:00 pm
we are seeing TLT basically stall out even though stocks are selling off and the economic conditions look terrible
TLT is up 15% TYD.
S&P is up around 3% I think.

Where is the stall?
by AdamA
Mon Nov 02, 2020 1:39 pm
Forum: Permanent Portfolio Discussion
Topic: Is the Permanent Portfolio Broken?
Replies: 44
Views: 3324

Re: Is the Permanent Portfolio Broken?

Unfortunately, as time goes on, the back-tested data we used to form our conclusions start belonging to an outdated world that could have had very different economic forces at play. What are the different forces at play? I don't really see what has changed for the world economic system since the in...
by AdamA
Mon Nov 02, 2020 9:42 am
Forum: Permanent Portfolio Discussion
Topic: Is the Permanent Portfolio Broken?
Replies: 44
Views: 3324

Re: Is the Permanent Portfolio Broken?

I am no more confident of the pp than I am in any other diversified portfolio of similar equity weighting What's the saying..."It's not the investment, it's the investor." At some point you have to pick a reasonable strategy and just stick to it. So much is bound to change over a 30-40 year investm...