Search found 67 matches

by glennds
Fri Feb 09, 2018 2:19 pm
Forum: Permanent Portfolio Discussion
Topic: Is the PP going to hold up?
Replies: 115
Views: 23625

Re: Is the PP going to hold up?

Thanks Glennd’s for the reminder. Stocks are rebounding with Gold/LTT’s selling off. By the way, I should say I completely get and share your pain. That's what drove me to the Peak2Trough tool to look back at the history myself. I occasionally have to remind myself of the quote in the article that ...
by glennds
Fri Feb 09, 2018 12:59 pm
Forum: Permanent Portfolio Discussion
Topic: Is the PP going to hold up?
Replies: 115
Views: 23625

Re: Is the PP going to hold up?

Not that what's going on is nearly as severe as September 2008 when stocks fell off the cliff, but perhaps it would help to look at the day by day or month by month movement of the broad market compared to the PP from that time. I just did so on Peak2Trough and what I see is the PP took a nosedive l...
by glennds
Fri Jan 26, 2018 2:52 pm
Forum: Gold
Topic: Gold is Losing Buyers to Bitcoin
Replies: 118
Views: 29555

Re: Gold is Losing Buyers to Bitcoin

dualstow wrote:
pugchief wrote:MOOC
I figured Online Course, but had to look up the rest. If anyone else is curious:
Massive Open Online Course
Well I guess the Massive part makes it more impressive than just an online course. Ginormous probably didn't sound serious enough.
by glennds
Wed Jan 03, 2018 5:24 pm
Forum: Permanent Portfolio Discussion
Topic: Out of balance
Replies: 58
Views: 13401

Re: Out of balance

I'm not saying put your head in the sand and ignore. What I am suggesting is not trying to determine which of the components should be dropped from the portfolio because it is so obvious that rates have to go up. All those geniuses that said bond rates will sky rocket and that stocks are over-value...
by glennds
Wed Jan 03, 2018 4:20 pm
Forum: Permanent Portfolio Discussion
Topic: Out of balance
Replies: 58
Views: 13401

Re: Out of balance

I agree, thinking gets you in trouble as we are our own worst enemies. The most logical, analytical and intelligent people I know make the most inopportune investing decisions. It pays to know less, not more. I'd say it's not thinking, it's over-thinking that gets us in trouble. It's still importan...
by glennds
Wed Jan 03, 2018 12:48 pm
Forum: Permanent Portfolio Discussion
Topic: Out of balance
Replies: 58
Views: 13401

Re: Out of balance

What is being advocated seems almost like a religion. When are we allowed to think for ourselves? Nah, it's not religion, it's just a strategy that appeals to most of the participants here for a whole bunch of technical reasons. My reply was just giving you the theory and rationale behind holding l...
by glennds
Tue Jan 02, 2018 4:01 pm
Forum: Permanent Portfolio Discussion
Topic: Out of balance
Replies: 58
Views: 13401

Re: Out of balance

Who in their right minds thinks that interest rates will be lower in a year? It's the willful suspension of disbelief at work here. We don't have to live in cocoons to see what's happening in the real world right now. Do we? One might be a lot better off instead of rebalancing back into the losing ...
by glennds
Mon Nov 06, 2017 2:32 pm
Forum: Permanent Portfolio Discussion
Topic: What to do after a windfall :
Replies: 36
Views: 9795

Re: What to do after a windfall :

Hi Frugal, Yes, bring back your distinguished-person avatar! Here's my list of what to do with a windfall...delightful question to tackle on a weekend morning. First things first. I'd remodel my kitchen. That's because I want to do that and have been saving for it, but don't quite have enough in th...
by glennds
Mon Aug 01, 2016 1:51 pm
Forum: Permanent Portfolio Discussion
Topic: Permanent Portfolio vs. All-Weather - an in-depth analysis
Replies: 54
Views: 27620

Re: Permanent Portfolio vs. All-Weather - an in-depth analysis

Hi,
Is there any particular re-balancing guideline that goes with the All-Weather Portfolio?

For example, an All-Weather equivalent to the 35/15 bands that many seem to like with the Permanent Portfolio?

Thanks
by glennds
Tue Apr 05, 2016 10:17 am
Forum: Permanent Portfolio Discussion
Topic: Staggering World Debt Points toward Crisis
Replies: 63
Views: 12646

Re: Staggering World Debt Points toward Crisis

technovelist wrote:

And of course even having gold won't protect you against such a catastrophe because the Fed could print gold and make it worthless!  :P
Are we talking 3D printing here?
by glennds
Thu Feb 25, 2016 2:11 pm
Forum: Permanent Portfolio Discussion
Topic: What is a Federal Reserve note?
Replies: 24
Views: 4802

Re: What is a Federal Reserve note?

Xan wrote: I think we all get your point by now.  It just isn't that interesting.  Well, academically maybe, but it's not particularly meaningful or actionable.
+1
by glennds
Thu Jan 14, 2016 4:11 pm
Forum: Permanent Portfolio Discussion
Topic: I miss Craig Rowland
Replies: 56
Views: 11609

Re: I miss Craig Rowland

MediumTex wrote:

I would have thought the percentage would have been highest on the day the Mayflower arrived.
Image