Well done, Budd. You should be very proud.

Solid portfolio, BTW. It's nice to see young investors appreciate the value of commodities.

If you think stocks are exciting today, take a look at small cap value.

The Permanent Portfolio has consistently produced (with no sign of fading) a real return of 4-5% a year over every 20-year period since 1970. I'll take that over the 5% nominal.

ahhrunforthehills wrote: ↑

Sun Nov 01, 2020 1:46 pm

You are speculating that Bretton Woods was not a massive contributing factor in the backtest data.

Love your thought process and contribution, but that part is not speculation.

https://portfoliocharts.com/2020/08/21/ ... d/#returns

Just want to say I value your contributions, KBG.

Take a break, be happy, and check back in after the election. Politics wears me out, too, and hopefully things will calm down by then.

I think Vinny is right...he's lost support since 2016 and hasn't gained any to speak of. Correct me if I'm wrong, but that math doesn't add up to a win. Elections are not a zero-sum game. It may be true that Trump lost some support since 2016. Judging from overall enthusiasm, it can also be true th...

As an aside, I do my best not to get too caught up in the emotional side of politics. Sharing facts so that people can make their own educated decisions is more my thing, but even then I don't have the energy or desire to participate in a big political debate. So I'm glad to pitch in periodically, b...

Ok, I read some of the stories. It seems he tried multiple times to leverage access to his Dad. Is there anywhere where there's a response/email from Joe saying "yeah, I'm in kind of trail?" I've seen no claim that Joe was ever directly on the incriminating emails. But there are emails where Hunter...

I have a friend who has said the laptop is 100% genuine, multiple times. All I've read is the one Breitbart story tech linked. Can I ask someone for a link to a reputable (I don't care if right leaning) story detailing how it is known genuine? Here's what I understand so far: Direct evidence: - The...

I haven't watched the whole thing, but Biden's performance has me scratching my head. For the longest time, the conventional wisdom among Trump supporters was that Biden was a completely incoherent dementia patient that would be stumbling all over himself, unable to construct or maintain any logic ...

In related news, C-span just suspended the guy who was previously scheduled to moderate the cancelled second debate.

https://www.foxnews.com/politics/c-span ... ing-hacked

Thanks for the link. Even if I don't always agree with the conclusions, it's good to see people talking about the Permanent Portfolio. I could talk about several points in terms of Permanent Portfolio reasoning (seriously -- please don't swap treasuries for munis without understanding counter-party ...