Search found 67 matches

by glennds
Fri Mar 08, 2013 5:01 pm
Forum: Permanent Portfolio Discussion
Topic: Troubled Waters Ahead for the PP
Replies: 67
Views: 12836

Re: Troubled Waters Ahead for the PP

Would you guys feel better if the PP was down 5% and S&P down 30% or PP up 5% and S&P up 30%? I personally would feel much better about the former. Good question. Neither scenario is necessarily bad, but I would certainly feel "better" about the former. This is because my objective for the PP is pr...
by glennds
Thu Mar 07, 2013 12:00 pm
Forum: Permanent Portfolio Discussion
Topic: AUD or CAD bonds in lieu of Treasuries for bond component?
Replies: 3
Views: 827

AUD or CAD bonds in lieu of Treasuries for bond component?

Hi, Like a few other members on the forum, I am having a hard time throwing down hard earned money into US government paper for the PP. This arises from US dollar devaluation risk and/or direct or indirect default risk (indirect default meaning an effective default through inflation). So what commen...
by glennds
Sat Feb 09, 2013 9:48 am
Forum: Permanent Portfolio Discussion
Topic: What economic cycle are we in right now?
Replies: 143
Views: 15118

Re: What economic cycle are we in right now?

Okay, thanks - I"ll read both those papers this weekend in the hope of gaining some better understanding.

I like your term - mind-melting. Appropos
by glennds
Sat Feb 09, 2013 8:48 am
Forum: Permanent Portfolio Discussion
Topic: What economic cycle are we in right now?
Replies: 143
Views: 15118

Re: What economic cycle are we in right now?

If the Fed printing money means nothing in the grand scheme of things, then they can give me some.  If it does mean something, it means inflation. and my favorite video dumping on neoclassical economics https://www.youtube.com/watch?v=bQLthVztQSk I think that part of what Gumby and others are getti...
by glennds
Tue Feb 05, 2013 8:59 pm
Forum: Permanent Portfolio Discussion
Topic: Does the PP rely on a free market?
Replies: 2
Views: 811

Does the PP rely on a free market?

I get that the Permanent Portfolio is built on the interplay between four different asset classes that should behave in complementary ways depending on whether we are in (or transitioning between) four different economic cycles. I get it and I like it. Upside is somewhat blunted, but ruinous downsid...
by glennds
Fri Feb 01, 2013 2:25 pm
Forum: Permanent Portfolio Discussion
Topic: What economic cycle are we in right now?
Replies: 143
Views: 15118

What economic cycle are we in right now?

Are we in Prosperity, Recession, Inflation or Deflation?

What about the past couple of years? What economic condition would you classify 2011 and 2012?

Thank you,
by glennds
Mon Jan 28, 2013 11:49 am
Forum: Permanent Portfolio Discussion
Topic: How long of an assessment period?
Replies: 16
Views: 3370

How long of an assessment period?

Hi, I have read both Harry Browne and Craig Rowland's books. The PP theory is appealing and makes good sense to me for that part of my assets I want to keep safe. So I set up a PP in October, and as of today it is down 1.5%. I realize this is a long term strategy, and I'm not panicking, but I someti...