Search found 1060 matches
- Fri Oct 09, 2015 4:53 pm
- Forum: Permanent Portfolio Discussion
- Topic: PP End of Year Predictions
- Replies: 6
- Views: 1769
Re: PP End of Year Predictions
We're not really going to all of this trouble for a 1-2% gain, are we? You could make a prediction, use a different strategy or say nothing you know. It's not that much trouble and the market hasn't been great as a whole this year, not just the PP and it's one freaking year. This thread isn't mea...
- Fri Oct 02, 2015 7:29 pm
- Forum: Permanent Portfolio Discussion
- Topic: The value of physical gold
- Replies: 130
- Views: 19633
Re: The value of physical gold
Does every thread have to devolve into the same debate by the same people?
- Tue Sep 22, 2015 9:10 pm
- Forum: Permanent Portfolio Discussion
- Topic: The Reason to Quit PP
- Replies: 272
- Views: 46854
Re: The Reason to Quit PP
Hi, as I remember, a few time ago, our boss MEDIUM TEX said that 3 consecutive losing years would be enough to leave PP strategy. Is it correct? Thank you. Frugal, We are all going to have to get used to losing years happening more often than in the past. Interest and dividends are an important pa...
- Sun Sep 20, 2015 5:28 pm
- Forum: Permanent Portfolio Discussion
- Topic: The Reason to Quit PP
- Replies: 272
- Views: 46854
Re: The Reason to Quit PP
re lamenting the lack of returns: Welcome to the world of ZIRP central banking. Savers are punished. Retirements postponed. Beatings will continue until morale improves. I think that this is what underlies most of our discomforts regarding returns in the PP and other conventional mixes. We blame ...
- Sat Sep 19, 2015 7:55 pm
- Forum: Permanent Portfolio Discussion
- Topic: Can Investors Achieve Commodity Exposure via Equities?
- Replies: 1
- Views: 1277
Re: Can Investors Achieve Commodity Exposure via Equities?
Since we are in the PP folder and not the VP, I'm going to assume you are referring to gold when you say commodities. I will say that the gold and stocks pertaining to gold or other commodities are not substitutes. In 2008/9, gold went up and gold stocks went down, because stocks were being sold t...
- Thu Sep 17, 2015 6:38 pm
- Forum: Permanent Portfolio Discussion
- Topic: The Reason to Quit PP
- Replies: 272
- Views: 46854
Re: The Reason to Quit PP
The only reason I can think of to quit is if I found something that I was convinced would do what I wanted the PP to do, only better. Otherwise what would be the point? I agree with that. Unfortunately I do go off the reservation now and then, such as lately, trying to come up with a better PP mou...
- Wed Sep 16, 2015 8:13 pm
- Forum: Other Discussions
- Topic: Republican Debate Part Deux
- Replies: 61
- Views: 5641
Re: Republican Debate Part Deux
I cannot understand how we all get sucked into paying attention to and attaching some earnest belief in what is said by political candidates. It's all blather.
- Wed Sep 16, 2015 7:56 pm
- Forum: Permanent Portfolio Discussion
- Topic: Role of cash in the absence of tight money
- Replies: 7
- Views: 2574
Role of cash in the absence of tight money
While everyone else seems to fret about one of the other three pieces of the PP, I hate the cash portion. In the current world, there is not going to be any such thing as a tight money recession. And even if there is, so what? By definition it's a short period. But there won't be one unless and u...
- Wed Sep 16, 2015 7:52 pm
- Forum: Permanent Portfolio Discussion
- Topic: Role of gold in absence of inflation
- Replies: 42
- Views: 7557
Re: Role of gold in absence of inflation
Kevin and Sophie, I feel about the same way about gold. It's more than insurance. It's a store of wealth; time tested, private, portable. That said, as an "investment", I don't expect it to do any better than match inflation in the long run.
- Tue Sep 15, 2015 5:08 pm
- Forum: Permanent Portfolio Discussion
- Topic: Role of gold in absence of inflation
- Replies: 42
- Views: 7557
Re: Role of gold in absence of inflation
I think a lot of that bubble was due to gold becoming easily buyable in the form of ETFs. I bet a lot of mainstream sell-side brokers started pushing gold and stories about gold, and it went crazy. Now it's just another speculative vehicle available to anyone with a brokerage account. Prior to th...
- Mon Sep 14, 2015 8:24 pm
- Forum: Permanent Portfolio Discussion
- Topic: Role of gold in absence of inflation
- Replies: 42
- Views: 7557
Role of gold in absence of inflation
Like many of us, I don't blindly accept the PP without healthy skepticism. I am not worried about not keeping up with a Bogle portfolio, a Mathjak, or any other. But I do want to understand whether or not the PP would be developed by HB today. It's quite possible that inflation was a brief anomal...
- Sat Sep 12, 2015 7:40 pm
- Forum: Other Discussions
- Topic: Apparently at least some of the posters on this forum are real people
- Replies: 11
- Views: 1558
Re: Apparently at least some of the posters on this forum are real people
I had hoped to get through PSville last winter but it didn't happen. This fall or winter it should be happening.