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 ...

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...

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

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! 

Are we talking 3D printing here?

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

MediumTex wrote:

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

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 ...

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...

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...

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...

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,...

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 ...