At the very least it sounds entertaining. I think I will read it.

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 ...

...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...

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.

Is the podcast any good?

I liked the link Hal posted.

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...

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...

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

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.

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?

Unfortunately, as time goes on, the back-tested data we used to form our conclusions start belonging to an outdated world that could have had very different economic forces at play.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...

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...