The Outer Limits
"The Inheritors"
https://www.youtube.com/watch?v=IunETGSK4qQ
https://www.youtube.com/watch?v=15ekxLXPXF8
Search found 1354 matches
- Sun Apr 24, 2022 10:17 pm
- Forum: Other Discussions
- Topic: YouTube Junkie
- Replies: 1231
- Views: 649701
- Sat Apr 23, 2022 9:48 am
- Forum: Permanent Portfolio Discussion
- Topic: Jeffrey Gundlach on PP
- Replies: 47
- Views: 31418
Re: Jeffrey Gundlach on PP
On the 60/40 pain....
https://www.zerohedge.com/markets/bonds ... ear-record
https://www.zerohedge.com/markets/bonds ... ear-record
- Thu Apr 21, 2022 8:21 am
- Forum: Other Discussions
- Topic: BelangP's book out
- Replies: 23
- Views: 2746
Re: BelangP's book out
Similar philosophy....
My notes in blue.
My notes in blue.
- Mon Apr 18, 2022 7:22 pm
- Forum: Other Discussions
- Topic: BelangP's book out
- Replies: 23
- Views: 2746
BelangP's book out
Attention bookworms
https://www.youtube.com/watch?v=mieigIC0Now
https://www.youtube.com/watch?v=mieigIC0Now
- Mon Apr 18, 2022 2:54 pm
- Forum: Other Discussions
- Topic: Inflation - What are you doing different
- Replies: 58
- Views: 9478
Re: Inflation - What are you doing different
very well thought out!! might use some of the ideas myself After three years STILL have NOT finished my Permanent Portfolio research and implementation. But in this area I am actually getting things done! Vinny, perhaps you should just buy a Vanguard Target Retirement fund that fits your timing/ris...
- Sat Apr 09, 2022 5:55 pm
- Forum: Permanent Portfolio Discussion
- Topic: Are most people here sticking with Treasuries?
- Replies: 341
- Views: 175246
- Sat Apr 09, 2022 3:57 pm
- Forum: Permanent Portfolio Discussion
- Topic: Are most people here sticking with Treasuries?
- Replies: 341
- Views: 175246
Re: Are most people here sticking with Treasuries?
Holding a Global Aggregate Bond fund (Hedged) due to limited choices. Not worried in the slightest.
https://www.vanguard.com.au/adviser/pro ... s/32101/AU
To be honest, feel safer holding Global Bond & Share ETF's than a purely country specific one (even if the country is the US).....
https://www.vanguard.com.au/adviser/pro ... s/32101/AU
To be honest, feel safer holding Global Bond & Share ETF's than a purely country specific one (even if the country is the US).....
- Mon Mar 28, 2022 1:12 pm
- Forum: Permanent Portfolio Discussion
- Topic: When does PP inflation protection usually kick in?
- Replies: 2
- Views: 1189
Re: When does PP inflation protection usually kick in?
Here's a starter https://tradingeconomics.com/united-states/inflation-cpi You may wish to check out John Williams at http://www.shadowstats.com for the non-rigged inflation rate I believe the indicator to watch is the real interest rate. From what I recall, once that goes negative gold tends to incr...
- Thu Mar 24, 2022 2:11 pm
- Forum: Permanent Portfolio Discussion
- Topic: Gave up on "pure" Permanent Portfolio in EU
- Replies: 10
- Views: 2896
Re: Gave up on "pure" Permanent Portfolio in EU
I think if one likes HB's thinking about the bond component, it would be good to use US Treasuries no matter where in the world one resides. Because they are the world's safe haven investment. So far anyway. Thoughts/rebuttals? +1 Also gold is negatively correlated to US Bonds. Inflation goes drama...
- Tue Mar 22, 2022 5:05 am
- Forum: Permanent Portfolio Discussion
- Topic: Gave up on "pure" Permanent Portfolio in EU
- Replies: 10
- Views: 2896
Re: Gave up on "pure" Permanent Portfolio in EU
Your allocation reminds me of Jim Rickards suggestion....
Think he had land as well.
Think he had land as well.
- Mon Mar 21, 2022 4:49 pm
- Forum: Permanent Portfolio Discussion
- Topic: PP is Totally Obsolete!!!
- Replies: 62
- Views: 25011
Re: PP is Totally Obsolete!!!
Hi MediumTex,
All the best from down under.
PS: This video seemed appropriate
https://vimeo.com/313769282
All the best from down under.
PS: This video seemed appropriate
https://vimeo.com/313769282
- Mon Mar 21, 2022 2:16 am
- Forum: Other Discussions
- Topic: Cautionary example of social media postings
- Replies: 11
- Views: 2164
- Sat Mar 19, 2022 5:28 am
- Forum: Other Discussions
- Topic: Ray Dalio video Principles for dealing with a changing world order.
- Replies: 13
- Views: 2752
Re: Ray Dalio video Principles for dealing with a changing world order.
25% Gold held off-shore. Any thoughts on this since the Perth mint doesn't seem quite as appealing as it once was? Research SGPMX. I have had very good experiences dealing with them. A family member also went to Singapore to physically remove some gold from the vault to check if they are legit. The...
- Thu Mar 17, 2022 3:33 am
- Forum: Permanent Portfolio Discussion
- Topic: Russian PP
- Replies: 4
- Views: 1765
Re: Russian PP
HB addressed this in his radio show when speaking to an Indian caller. He stated that " If everything went kablooey you still had your gold." Over the years I have come to the opinion that the PP is a failsafe portfolio, not an invincible one. In any of the four economic climates, it will ...
- Tue Mar 15, 2022 11:03 am
- Forum: Gold
- Topic: The GOLD scream room
- Replies: 3693
- Views: 1784933
Re: The GOLD scream room
Against the Pacific Peso (AUD), Gold is the only thing going up
25% VGS, 25% Gold 50% VBND
25% VGS, 25% Gold 50% VBND
- Thu Mar 10, 2022 4:48 pm
- Forum: Politics
- Topic: Putin Invades Ukraine II
- Replies: 1173
- Views: 1083168
Re: Putin Invades Ukraine II
Documentary Martin Armstrong recommended
https://www.armstrongeconomics.com/worl ... e-on-fire/
https://www.youtube.com/watch?v=1EbK7z_KiwM
https://www.armstrongeconomics.com/worl ... e-on-fire/
https://www.youtube.com/watch?v=1EbK7z_KiwM
- Thu Mar 10, 2022 2:17 pm
- Forum: Other Discussions
- Topic: Ray Dalio video Principles for dealing with a changing world order.
- Replies: 13
- Views: 2752
Re: Ray Dalio video Principles for dealing with a changing world order.
Great video. The PP is designed to work when the USA is "on top". If that time is coming to an end, potentially quickly (as Dalio says, it starts slowly and then moves quickly), what should we do? Probably what non-US PP holders do. Eg 25% VGS, 50% VBND, 25% Gold held off-shore. Maybe som...
- Thu Mar 10, 2022 2:03 pm
- Forum: Other Discussions
- Topic: Ray Dalio video Principles for dealing with a changing world order.
- Replies: 13
- Views: 2752
Re: Ray Dalio video Principles for dealing with a changing world order.
Great video. The PP is designed to work when the USA is "on top". If that time is coming to an end, potentially quickly (as Dalio says, it starts slowly and then moves quickly), what should we do? Probably what non-US PP holders do. Eg 25% VGS, 50% VBND, 25% Gold held off-shore. Maybe som...
- Sat Mar 05, 2022 5:27 am
- Forum: Other Discussions
- Topic: John Exter
- Replies: 0
- Views: 1947
John Exter
Enjoy!
- Fri Mar 04, 2022 2:51 am
- Forum: Permanent Portfolio Funds
- Topic: UK PP fund
- Replies: 3
- Views: 3667
Re: UK PP fund
Wondered if they could substitute UK hedged International Developed Markets Bond ETF's.....I Shrugged wrote: ↑Thu Mar 03, 2022 7:51 pm So it’s UK bonds and global equities. Those are always the interesting pieces of non US PPs.
- Thu Mar 03, 2022 6:14 am
- Forum: Permanent Portfolio Funds
- Topic: UK PP fund
- Replies: 3
- Views: 3667
- Tue Mar 01, 2022 2:54 pm
- Forum: Other Discussions
- Topic: Traveling to the newly opened Australia
- Replies: 1
- Views: 638
Re: Traveling to the newly opened Australia
Here's the official version. https://www.health.gov.au/health-alerts/covid-19/case-numbers-and-statistics Also check out the requirements for the particular states as they keep changing the rules. Double vs Triple vaccinated etc. South Australia is the freest, Victoria is the Stasi State ;) https://...
- Mon Feb 28, 2022 3:00 pm
- Forum: Other Discussions
- Topic: Electric Vehicles and Tires
- Replies: 55
- Views: 11052
- Fri Feb 25, 2022 10:43 pm
- Forum: Politics
- Topic: Funny Australian political advertisements
- Replies: 0
- Views: 2431
- Mon Feb 21, 2022 2:01 am
- Forum: Permanent Portfolio Discussion
- Topic: From the Wayback Machine
- Replies: 2
- Views: 1441
From the Wayback Machine
Interesting article on the limitations of the PP https://web.archive.org/web/20120415114145/http://europeanpermanentportfolio.blogspot.com/2009/08/permanent-portfolio-in-iceland.html <snip> The experience in Iceland shows that the Permanent Portfolio is unable to perform miracles. It remains a fact ...