Search found 97 matches

by glennds
Tue Jan 02, 2018 4:01 pm
Forum: Permanent Portfolio Discussion
Topic: Out of balance
Replies: 58
Views: 15193

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: 10889

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: 29142

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: 13734

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: 5350

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: 12637

Re: I miss Craig Rowland

MediumTex wrote:

I would have thought the percentage would have been highest on the day the Mayflower arrived.
Image
by glennds
Wed Dec 02, 2015 12:51 pm
Forum: Permanent Portfolio Discussion
Topic: This Forum & Dissenting Opinions of the HBPP
Replies: 193
Views: 26283

Re: This Forum & Dissenting Opinions of the HBPP

Stocks and bonds can also do badly under "Tight Money" which is not the same as "stagflation".  All it takes is a lack of confidence in any asset other than cash.  If the PP had cash that could be leveraged up to match the risk of the other assets, it would be a lot more visible when capital flows ...
by glennds
Thu Sep 17, 2015 6:40 pm
Forum: Permanent Portfolio Discussion
Topic: The Reason to Quit PP
Replies: 273
Views: 40478

Re: The Reason to Quit PP

I think one of the biggest mistakes people make is changing strategies.  In the end, probably just about any strategy can work out over a long enough time period and with the proper timing for drawing down.  There's not much that would make me abandon what I've built and stuck with this long (8 yea...
by glennds
Tue Sep 01, 2015 8:16 pm
Forum: Permanent Portfolio Discussion
Topic: Why aren't long term treasuries going up more?
Replies: 30
Views: 5613

Re: Why aren't long term treasuries going up more?

Here's my perspective. LTT's would have declined further without the crisis in China. Rates are rising in the US. Is that a prediction or an observation? If it's a prediction, what will fuel the rate increases?  Surging demand for credit?  Credible expectations of future inflation? My prediction is...
by glennds
Thu Jul 30, 2015 4:55 pm
Forum: Permanent Portfolio Discussion
Topic: Is the PP a bet against the USD?
Replies: 18
Views: 4251

Is the PP a bet against the USD?

I swear I saw a comment some time ago from one of the PP veterans saying something to the effect that the PP is a bet against the US Dollar. I didn't give it much thought at the time, but lately the PP has been in the doldrums but the USD has been rallying, at least relative to other currencies, and...
by glennds
Wed Jul 22, 2015 2:31 am
Forum: Permanent Portfolio Discussion
Topic: Why do you use the PP?
Replies: 184
Views: 31895

Re: Why do you use the PP?

mathjak107, I must confess that I really don't understand what you are trying to do here on this forum. I would say that the message you have been conveying in your numerous posts across a plethora of threads is not much different than what any of us have heard from the financial services industry,...
by glennds
Mon Jul 13, 2015 3:04 pm
Forum: Permanent Portfolio Discussion
Topic: The Correlated Risk Parity PP
Replies: 161
Views: 19450

Re: The Risk Parity PP

It would be interesting to learn more about demographics of this group to determine what actual "type" of people become PP'ers. I myself am 27 and currently have around 60% of my paycheck going towards savings, and awaiting salary increases and cutting more expenses to raise that value. Whether it ...