Search found 1675 matches

by murphy_p_t
Fri Apr 22, 2022 12:09 am
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 341
Views: 174293

Re: Are most people here sticking with Treasuries?

Yes, an internet search engine will help you find that Russia is not the only country looking at moving away from transacting in US dollars for oil. Feel free to explain the system since you have determined that I don't understand it. Tell me more about all the US Dollars which Russia has accumulate...
by murphy_p_t
Thu Apr 21, 2022 4:46 pm
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 341
Views: 174293

Re: Are most people here sticking with Treasuries?

For someone who chooses to stick with the agnostic HBPP, I think they will lose less than 15% of their purchasing power, on a yearly basis.
by murphy_p_t
Thu Apr 21, 2022 4:44 pm
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 341
Views: 174293

Re: Are most people here sticking with Treasuries?

We're witnessing what effect the loss of reserve currency status and death of the petrodollar he has on the US treasury bond / PP. This is why we hold gold, right? I agree. From my perspective, it is equivalent to putting on body armor and allowing someone to shoot you repeatedly in the chest, just...
by murphy_p_t
Thu Apr 21, 2022 12:45 pm
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 341
Views: 174293

Re: Are most people here sticking with Treasuries?

Everything is down; and TLT twice as much.

We're witnessing what effect the loss of reserve currency status and death of the petrodollar he has on the US treasury bond / PP.
by murphy_p_t
Mon Apr 18, 2022 3:28 pm
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 341
Views: 174293

Re: Are most people here sticking with Treasuries?

If you sell your LTT because you don't envision a future for them, do you also sell stocks and gold when they are declining and apparently don't have a future? That behavior has pretty much nothing to do with the whole idea of the PP. I'm not saying that you are wrong, or that the PP will actually ...
by murphy_p_t
Fri Apr 15, 2022 11:16 am
Forum: Bonds
Topic: Fed damaging bond market
Replies: 53
Views: 11948

Re: Fed damaging bond market

How would a strategy like this Fair if the stock market shuts down again like September 11th?
by murphy_p_t
Thu Apr 14, 2022 7:26 am
Forum: Other Discussions
Topic: Reasons why I will not be getting injected for the Wuhan
Replies: 1909
Views: 452789

Re: Reasons why I will not be getting injected for the Wuhan

Strange that something billed is safe and effective requires so many more employees to manage the recording of adverse effects https://www.oann.com/pfizer-tries-to-hide-2-4k-full-time-hires-handling-vax-injuries/?utm_source=rss&utm_medium=rss&utm_campaign=pfizer-tries-to-hide-2-4k-full-time-...
by murphy_p_t
Wed Apr 13, 2022 8:25 pm
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 341
Views: 174293

Re: Are most people here sticking with Treasuries?

I do hope there's a day or 2... I like to unload my remaining 30-year t-bonds at even... Approximately TLT equals $140
by murphy_p_t
Wed Apr 13, 2022 8:23 pm
Forum: Permanent Portfolio Discussion
Topic: Inflation!
Replies: 13
Views: 2502

Re: Inflation!

Financial repression here at home
by murphy_p_t
Wed Apr 13, 2022 8:23 pm
Forum: Permanent Portfolio Discussion
Topic: Inflation!
Replies: 13
Views: 2502

Re: Inflation!

Also, it's a currency war against China and other large holders of US debt... Making the value of the US debt to these foreign countries evaporate.
by murphy_p_t
Wed Apr 13, 2022 5:08 pm
Forum: Permanent Portfolio Discussion
Topic: Inflation!
Replies: 13
Views: 2502

Re: Inflation!

The effect of the currency destruction will extend well beyond minimum wage workers
by murphy_p_t
Wed Apr 13, 2022 4:42 pm
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 341
Views: 174293

Re: Are most people here sticking with Treasuries?

If there's another Volker who's going to put the interest rates above the rate of inflation, that would be a reason to reevaluate
by murphy_p_t
Wed Apr 13, 2022 4:33 pm
Forum: Permanent Portfolio Discussion
Topic: Inflation!
Replies: 13
Views: 2502

Re: Inflation!

Allowing this inflation rate is insane in criminal.


They're trying to drive the American people into the poor house.
by murphy_p_t
Wed Apr 13, 2022 4:31 pm
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 341
Views: 174293

Re: Are most people here sticking with Treasuries?

Based on the insane inflation rate being reported, it appears to me that it is official US government policy to rapidly destroy the purchasing power of the US dollar. This makes holding 50% of my portfolio in treasuries (25 tbond, 25 tbill) totally untenable and irresponsible for good stewardship of...
by murphy_p_t
Wed Apr 13, 2022 4:28 pm
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 341
Views: 174293

Re: Are most people here sticking with Treasuries?

It appears that there were more investors than panicked old Budd who questioned the validity of the PP moving forward. Where were you when I was being attacked for my perspective? Were you too afraid to voice the same opinion as mine? Now people are either selling some or all of their LTT’s down 15...
by murphy_p_t
Wed Apr 13, 2022 4:26 pm
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 341
Views: 174293

Re: Are most people here sticking with Treasuries?

The remaining 6% of my t bonds are in taxable, thankfully. Currently underwater, not horribly, but still underwater. When t-bonds spiked I think it was January of 2020, I think I sold half of my t-bonds. Have been running them at 15% or so. Maybe 2 months ago, I sold exactly half of what was remain...
by murphy_p_t
Tue Apr 12, 2022 11:59 am
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 341
Views: 174293

Re: Are most people here sticking with Treasuries?

Yep... I have had fortunate timing with t-bonds in general.
by murphy_p_t
Tue Apr 12, 2022 11:20 am
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 341
Views: 174293

Re: Are most people here sticking with Treasuries?

The remaining 6% of my t bonds are in taxable, thankfully. Currently underwater, not horribly, but still underwater. When t-bonds spiked I think it was January of 2020, I think I sold half of my t-bonds. Have been running them at 15% or so. Maybe 2 months ago, I sold exactly half of what was remaini...
by murphy_p_t
Tue Apr 12, 2022 9:56 am
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 341
Views: 174293

Re: Are most people here sticking with Treasuries?

I have left the permanent portfolio behind in the past year, for the time being. Don't need options, I'm not that greedy. Precious metals, mining companies, and explorers... That is enough. Options with no expiry date. Ps. I hope somebody is very successful with their bonds... So that I can unload t...
by murphy_p_t
Tue Apr 12, 2022 8:28 am
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 341
Views: 174293

Re: Are most people here sticking with Treasuries?

Although we may not know the future with certainty, the evidence is coming into sharper focus of where we are headed. Consider the following data points... Upside breakout of 40-year declining US tbond rate trend line Us response to Ukrainian situation... Pushing more conflict rather than looking fo...
by murphy_p_t
Thu Apr 07, 2022 3:22 pm
Forum: Permanent Portfolio Discussion
Topic: Are most people here sticking with Treasuries?
Replies: 341
Views: 174293

Re: Are most people here sticking with Treasuries?

I've been all-in for 14 years, switching to GB a while back based on things I learned here and on Tyler's site. Not thrilled about LT Treasuries, but they are an integral element of system. In my case, I have all I need so my primary goal is to not do something stupid AND a lower SD is important fo...
by murphy_p_t
Thu Apr 07, 2022 12:24 pm
Forum: Other Discussions
Topic: Reasons why I will not be getting injected for the Wuhan
Replies: 1909
Views: 452789

Re: Reasons why I will not be getting injected for the Wuhan

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by murphy_p_t
Wed Apr 06, 2022 11:56 am
Forum: Bonds
Topic: Fed damaging bond market
Replies: 53
Views: 11948

Re: Fed damaging bond market

Yes, the pp will lose less purchasing power than 60/40 over the next 2 years. And it will gain less than 60/40 whenever the rebound comes