Search found 2293 matches

by AdamA
Fri Sep 18, 2015 10:30 am
Forum: Gold
Topic: Sprott Intends to Make Exchange Offers for Central GoldTrust and Silver Bullion
Replies: 208
Views: 44882

Re: Sprott Intends to Make Exchange Offers for Central GoldTrust and Silver Bullion

I notice GTU up much more than GLD and then saw this: http://www.marketwatch.com/story/sprott-announces-exchange-ratios-of-exchange-offers-for-central-goldtrust-and-silver-bullion-trust-2015-09-16 Still not exactly sure what's going on.  Why does Sprott want GTU so badly? What will happen to NAV pre...
by AdamA
Wed Sep 16, 2015 8:33 pm
Forum: Permanent Portfolio Discussion
Topic: Role of cash in the absence of tight money
Replies: 7
Views: 2031

Re: Role of cash in the absence of tight money

I love holding cash.  It dampens the PP's volatility and also gives me a sense of security.

I like knowing that if I need cash I have it readily available. 
by AdamA
Thu Sep 10, 2015 3:27 pm
Forum: Permanent Portfolio Discussion
Topic: PSA: I now have a 3-year period with no gains
Replies: 278
Views: 40173

Re: PSA: I now have a 3-year period with no gains

I don't want mathjak to leave.  I don't want anybody to leave.  I think my post was not worded very well.  My bad. I also don't want to read the same stuff every day, over and over. How about this... Every time mathjak complains about stocks outperforming gold and bonds, he has to attach one of tho...
by AdamA
Tue Sep 08, 2015 4:48 pm
Forum: Permanent Portfolio Discussion
Topic: All PP assets trending down: When has this happened before? Kinda scary...
Replies: 75
Views: 10267

Re: All PP assets trending down: When has this happened before? Kinda scary...

mathjak107 wrote: all i know is ii just looked and it is typical of every other time . i show the pp down and stocks up 300 .
Isn't the S&P down close to 10% over the last 3 weeks or so?
by AdamA
Fri Sep 04, 2015 11:23 pm
Forum: Other Discussions
Topic: Narcos on Netflix
Replies: 9
Views: 1696

Re: Narcos on Netflix

a cheap shot against Regan, conservatives, or rich white men is so SOP for the left media that it hardly even stands out any more... how sad is that.. I really don't feel like the show is taking shots against Regan or rich white men.  The  narration makes Steve Murphy (the narrator) come across an ...
by AdamA
Fri Sep 04, 2015 2:42 pm
Forum: Permanent Portfolio Discussion
Topic: PSA: I now have a 3-year period with no gains
Replies: 278
Views: 40173

Re: PSA: I now have a 3-year period with no gains

The caveat is that I've been regularly and aggressively contributing to the PP.  So my early gains in 2011/2012 were small as a percent of my current total portfolio value.  Losses in 2015 are applied to a much higher portfolio value.  Hopefully that makes sense. Don't you see where that logic is f...
by AdamA
Thu Sep 03, 2015 2:50 pm
Forum: Permanent Portfolio Discussion
Topic: PSA: I now have a 3-year period with no gains
Replies: 278
Views: 40173

Re: PSA: I now have a 3-year period with no gains

That's kinda what spurred my post to begin with.  From when mediumtex said "A rolling three year period of negative returns would make me open up the hood and take a look."  We are nearing that point. 2014 returned like 12% on the PP.  Where are you getting this 3-year period of negative returns?
by AdamA
Thu Sep 03, 2015 1:58 pm
Forum: Other Discussions
Topic: Narcos on Netflix
Replies: 9
Views: 1696

Re: Narcos on Netflix

I watched the first couple episodes.  It's good except for the narration.  I think he's supposed to sound cynical, but it's too much. Really?  My take on it is that he's supposed to sound like a well-intentioned dope. There's one point where he says that the reason the US central gov't began to tak...
by AdamA
Thu Sep 03, 2015 10:28 am
Forum: Variable Portfolio Discussion
Topic: More nice charts - Ivy Portfolio, Mebane Faber
Replies: 2
Views: 1464

Re: More nice charts - Ivy Portfolio, Mebane Faber

Yeah...we've discussed it a few times on this board in the past. http://gyroscopicinvesting.com/forum/permanent-portfolio-discussion/timing-the-permanent-portfolio-(and-ivy-swensen-arnott-bernstein)/msg4432/#msg4432 http://gyroscopicinvesting.com/forum/permanent-portfolio-discussion/meb-faber-perm-p...
by AdamA
Wed Sep 02, 2015 4:32 pm
Forum: Permanent Portfolio Discussion
Topic: PSA: I now have a 3-year period with no gains
Replies: 278
Views: 40173

Re: PSA: I now have a 3-year period with no gains

mathjak107 wrote: wow , another pagan besides me  ha ha ha 
Lol...I guess I just don't get you pagans. 

The PP's down like 3-4%...is that a big deal? 
by AdamA
Wed Sep 02, 2015 4:20 pm
Forum: Other Discussions
Topic: Narcos on Netflix
Replies: 9
Views: 1696

Narcos on Netflix

I'm really enjoying this show.

It's about Pablo Escobar and the cocaine smuggling industry in the 1980's in Miami.

https://www.youtube.com/watch?v=U7elNhHwgBU
by AdamA
Wed Sep 02, 2015 4:14 pm
Forum: Permanent Portfolio Discussion
Topic: PSA: I now have a 3-year period with no gains
Replies: 278
Views: 40173

Re: PSA: I now have a 3-year period with no gains

But they did go well out of their way to start a massive thread on the BH site. They convinced many Bogleheads to change their investment strategy. They did write a book promoting this strategy. And then for the most part they went away. I think that's because there's just not that much to say abou...