Search found 2737 matches

by mathjak107
Wed May 20, 2020 4:43 pm
Forum: Permanent Portfolio Discussion
Topic: PP in IRA
Replies: 25
Views: 854

Re: PP in IRA

Cash gains are minimal even using shy .....to take up valuable compounding space in an ira makes no sense .....I would keep some pp assets in the taxable account that won’t fit in the ira . The rebalancing taxEs would likely be no where near the gains on the bulk of the pp assets and what you would...
by mathjak107
Wed May 20, 2020 4:17 pm
Forum: Permanent Portfolio Discussion
Topic: PP in IRA
Replies: 25
Views: 854

Re: PP in IRA

Cash gains are minimal even using shy .....to take up valuable compounding space in an ira makes no sense .....I would keep some pp assets in the taxable account that won’t fit in the ira . The rebalancing taxEs would likely be no where near the gains on the bulk of the pp assets and what you would ...
by mathjak107
Wed May 20, 2020 3:11 pm
Forum: Permanent Portfolio Discussion
Topic: PP in IRA
Replies: 25
Views: 854

Re: PP in IRA

I keep no cash in valuable ira space ...that space is golden and tax advantaged ...no place I want to keep a low yielding asset with zero gain

Plus if I need more cash I want it accessible to me now with no tax liability.
by mathjak107
Wed May 20, 2020 12:44 pm
Forum: Gold
Topic: Gold Has Outperformed Stocks Over The Past 20 Years
Replies: 59
Views: 1850

Re: Gold Has Outperformed Stocks Over The Past 20 Years

Using a chart like you would tea leaves to predict the next thing the market will do is one thing, and I agree that its utility is tenuous at best. It's another to post a chart comparing two asset classes over a long period of time, with the conclusion being "gold outperformed stocks over a multi-d...
by mathjak107
Wed May 20, 2020 9:51 am
Forum: Gold
Topic: Gold Has Outperformed Stocks Over The Past 20 Years
Replies: 59
Views: 1850

Re: Gold Has Outperformed Stocks Over The Past 20 Years

Using a chart like you would tea leaves to predict the next thing the market will do is one thing, and I agree that its utility is tenuous at best. It's another to post a chart comparing two asset classes over a long period of time, with the conclusion being "gold outperformed stocks over a multi-d...
by mathjak107
Wed May 20, 2020 4:00 am
Forum: Gold
Topic: Gold Has Outperformed Stocks Over The Past 20 Years
Replies: 59
Views: 1850

Re: Gold Has Outperformed Stocks Over The Past 20 Years

Anyone remember Fabian ? And after Fabian came his son ...their system worked well ..well that was until it didn’t Definitely remember Dick Fabian and his Telephone Switch Newsletter! It was my first investing "scheme". Followed it faithfully for three years from about 1987 to 1990. I ever created ...
by mathjak107
Wed May 20, 2020 3:01 am
Forum: Gold
Topic: Gold Has Outperformed Stocks Over The Past 20 Years
Replies: 59
Views: 1850

Re: Gold Has Outperformed Stocks Over The Past 20 Years

no one will ever convince me that chart reading and tea leave reading are not in the same boat . it is investors who are looking for the holy grail of investing in some trading system ... the systems come and go after they fail to live up to what it is they do ... in days of 2500-3000 point swings i...
by mathjak107
Tue May 19, 2020 5:42 pm
Forum: Gold
Topic: Gold Has Outperformed Stocks Over The Past 20 Years
Replies: 59
Views: 1850

Re: Gold Has Outperformed Stocks Over The Past 20 Years

Obvious biased opinion incoming. Charts have valuable information. It is folly for anyone to dismiss them entirely when speculating (obviously, for a buy & rebalance portfolio like the PP this does not apply). They can show you information that you otherwise would not see. They also have the uncann...
by mathjak107
Tue May 19, 2020 3:38 pm
Forum: Gold
Topic: Gold Has Outperformed Stocks Over The Past 20 Years
Replies: 59
Views: 1850

Re: Gold Has Outperformed Stocks Over The Past 20 Years

mathjak uses charts when they suit his purpose. His favorite is a chart showing the decline of 30 year T-bond interest rates that is supposed to prove that interest rates have nowhere to go but up. That assumption is wrong ...it merely shows we have not had a true bear market in bonds in 40 years ....
by mathjak107
Tue May 19, 2020 2:54 pm
Forum: Gold
Topic: Gold Has Outperformed Stocks Over The Past 20 Years
Replies: 59
Views: 1850

Re: Gold Has Outperformed Stocks Over The Past 20 Years

mathjak uses charts when they suit his purpose. His favorite is a chart showing the decline of 30 year T-bond interest rates that is supposed to prove that interest rates have nowhere to go but up. That assumption is wrong ...it merely shows we have not had a true bear market in bonds in 40 years ....
by mathjak107
Tue May 19, 2020 2:29 pm
Forum: Gold
Topic: Gold Has Outperformed Stocks Over The Past 20 Years
Replies: 59
Views: 1850

Re: Gold Has Outperformed Stocks Over The Past 20 Years

Backtesting can't prove a theory correct, but it can disprove it, and if something occurs in history, it's at least possible for it to occur again. I don't see the purpose in sniping at Smith's chart when he shows that gold can outperform stocks over a 20 year period. I don't understand saying "Tha...
by mathjak107
Tue May 19, 2020 2:07 pm
Forum: Gold
Topic: Gold Has Outperformed Stocks Over The Past 20 Years
Replies: 59
Views: 1850

Re: Gold Has Outperformed Stocks Over The Past 20 Years

my point is as the time frame gets longer and longer the past returns become less meaningful in our calculation and what happens near term matters so much more . so as an example it was all well and good we can look at returns on asset class the last 20 years but if i had 10k invested early on, the...