Search found 4456 matches

by mathjak107
Wed Sep 02, 2015 12:54 pm
Forum: Permanent Portfolio Discussion
Topic: PSA: I now have a 3-year period with no gains
Replies: 275
Views: 106080

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

forget the charts , it all boils down to this : the question you have to ask yourself is do you believe conditions are such that you want to stick with it or does your gut tell you there may be better options . that is all that matters . driving and looking in the rear view mirror may mean nothing t...
by mathjak107
Wed Sep 02, 2015 12:42 pm
Forum: Permanent Portfolio Discussion
Topic: PSA: I now have a 3-year period with no gains
Replies: 275
Views: 106080

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

i am not picking on them or the pp but in general things only work until they don't whether it is moving averages , technicals or the best trading system in the world . the pp had a great run because of 40 years of falling interest rates except for a few bumps and a strong stock market . well perha...
by mathjak107
Wed Sep 02, 2015 12:35 pm
Forum: Permanent Portfolio Discussion
Topic: PSA: I now have a 3-year period with no gains
Replies: 275
Views: 106080

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

i am not picking on them or the pp but in general things only work until they don't whether it is moving averages , technicals or the best trading system in the world . the pp had a great run because of 40 years of falling interest rates except for a few bumps and a strong stock market . perhaps  th...
by mathjak107
Wed Sep 02, 2015 12:33 pm
Forum: Permanent Portfolio Discussion
Topic: Signal-to-noise ratio problem
Replies: 24
Views: 9284

Re: Signal-to-noise ratio problem

just the opposite . gold has no idea what it is supposed to respond to and so far it has responded well to anything that eventually wasn't bettered by equity's at the end of the day . as i pointed out since 1975 a reinvested 1 month t-bill performed better than gold . the weight of gold is crippling...
by mathjak107
Wed Sep 02, 2015 12:26 pm
Forum: Permanent Portfolio Discussion
Topic: Signal-to-noise ratio problem
Replies: 24
Views: 9284

Re: Signal-to-noise ratio problem

good analogy i think . i think going forward we waste our time driving and looking in the rear view mirror with charts of the pp and its results . it may be like looking at Kodak and thinking film is  coming back because of the old history . the global situation today and options available to go aga...
by mathjak107
Wed Sep 02, 2015 11:58 am
Forum: Permanent Portfolio Discussion
Topic: PSA: I now have a 3-year period with no gains
Replies: 275
Views: 106080

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

Budd, Not really sure there are so many "diehards" on this forum. Many of us question the PP. I am curious what you think a good asset mix is? And do you think it's possible to pick a mix that will work over a long time, meaning that it doesn't need to be tweaked depending on whatever env...
by mathjak107
Wed Sep 02, 2015 9:39 am
Forum: Permanent Portfolio Discussion
Topic: PSA: I now have a 3-year period with no gains
Replies: 275
Views: 106080

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

we are seeing a repeat of the same thing today . markets up over 100 while the pp is down as TLT AND GOLD  pull things in reverse
by mathjak107
Tue Sep 01, 2015 7:14 pm
Forum: Permanent Portfolio Discussion
Topic: Why aren't long term treasuries going up more?
Replies: 29
Views: 12940

Re: Why aren't long term treasuries going up more?

the reality is when i dance folks throw money ---to help find a cure    ha ha ha
by mathjak107
Tue Sep 01, 2015 7:01 pm
Forum: Permanent Portfolio Discussion
Topic: Why aren't long term treasuries going up more?
Replies: 29
Views: 12940

Re: Why aren't long term treasuries going up more?

MediumTex wrote:
mathjak107 wrote: i rather clean up the empty beer bottles at our local strip club but they wanted to charge me to much to work there .  (*)(*)
You should apply to be a dancer.  Your stage name could be "No Caps Jak".
i will save that for the home .  i got 2 good hips and may be in big demand .
by mathjak107
Tue Sep 01, 2015 6:50 pm
Forum: Permanent Portfolio Discussion
Topic: Why aren't long term treasuries going up more?
Replies: 29
Views: 12940

Re: Why aren't long term treasuries going up more?

i rather clean up the empty beer bottles at our local strip club but they wanted to charge me to much to work there .  (*)(*)
by mathjak107
Tue Sep 01, 2015 6:46 pm
Forum: Permanent Portfolio Discussion
Topic: PSA: I now have a 3-year period with no gains
Replies: 275
Views: 106080

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

Stocks down 3%.  PP down 0.45%.  And people take that as a reason to complain about the PP because it didn't go up.  That's a classic signal to take a break from thinking about investments for a little while. For comparison, other stock-centric forums are even more unhappy.  Focus on money all day ...
by mathjak107
Tue Sep 01, 2015 6:45 pm
Forum: Permanent Portfolio Discussion
Topic: PSA: I now have a 3-year period with no gains
Replies: 275
Views: 106080

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

This forum's morale more than most desperately needs a big equities correction. I'm sure most concerns will abate if equities drop another 15%. That of course assumes the PP doesn't drop with them. +1 on the -15% speaking about the supposed 7 year curse : the time frame following the event  over th...
by mathjak107
Tue Sep 01, 2015 5:58 pm
Forum: Permanent Portfolio Discussion
Topic: PSA: I now have a 3-year period with no gains
Replies: 275
Views: 106080

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

I think they Are complaining  more about when stocks are up 3% and the pp is down. We saw that too
by mathjak107
Tue Sep 01, 2015 5:01 pm
Forum: Other Discussions
Topic: Permanent Portfolio Real World Perspectives -- Concept
Replies: 12
Views: 4940

Re: Permanent Portfolio Real World Perspectives -- Concept

can i  do the counter-point section ?      lol  i just need someone with working fingers and a shift key  ha ha ha
by mathjak107
Tue Sep 01, 2015 5:00 pm
Forum: Permanent Portfolio Discussion
Topic: PSA: I now have a 3-year period with no gains
Replies: 275
Views: 106080

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

perhaps a support group section may help . bud can be president .
by mathjak107
Tue Sep 01, 2015 4:55 pm
Forum: Permanent Portfolio Discussion
Topic: Why aren't long term treasuries going up more?
Replies: 29
Views: 12940

Re: Why aren't long term treasuries going up more?

i always pictured myself as the poster child for poor sequense risk in retirement lol. so i made sure we have years of cash and bonds with the back up plan of filing for my ss if i don't want to use invested assets . i will give it a month , re-evaluate  and then maybe file for ss for 2016 since i h...
by mathjak107
Tue Sep 01, 2015 4:50 pm
Forum: Permanent Portfolio Discussion
Topic: Why aren't long term treasuries going up more?
Replies: 29
Views: 12940

Re: Why aren't long term treasuries going up more?

i retired 4 weeks ago , did you expect anything but a crash ?  ha ha ha
by mathjak107
Tue Sep 01, 2015 4:06 pm
Forum: Permanent Portfolio Discussion
Topic: PSA: I now have a 3-year period with no gains
Replies: 275
Views: 106080

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

it isn't the fact everything is down , it is the fact everything is down and all assets are horrible horses to hitch the wagon  to be pulled out . but as i said my feeling is that equity's have the most potential to recover and move ahead if only single digits . the pp will likely be stuck in the mu...
by mathjak107
Tue Sep 01, 2015 4:02 pm
Forum: Permanent Portfolio Discussion
Topic: Why aren't long term treasuries going up more?
Replies: 29
Views: 12940

Re: Why aren't long term treasuries going up more?

well we didn't have the chineese selling then either , but they said on the financial news today they had the buyers and the flight to safety  , but it was crushed by china's selling .
by mathjak107
Tue Sep 01, 2015 3:52 pm
Forum: Permanent Portfolio Discussion
Topic: Why aren't long term treasuries going up more?
Replies: 29
Views: 12940

Re: Why aren't long term treasuries going up more?

as another example of why preparing to fight the last war does not work , treasury's should have soared today  but instead china , was selling loads of them altering the course that should have played out guess ole harry never imagined foreigners would control our treasury markets so when the time c...
by mathjak107
Mon Aug 31, 2015 6:52 pm
Forum: Gold
Topic: 7 reasons gold has lost its shine
Replies: 35
Views: 13999

Re: 7 reasons gold has lost its shine

to bad it gave almost all of it back once markets came to their senses again    .......  it was a loaner  ha ha ha i think better fitting for possibly up to the next decade for a conservative investor who wants low volatility would be wellesely income with some assorted short to intermediate term bo...
by mathjak107
Mon Aug 31, 2015 6:35 pm
Forum: Gold
Topic: 7 reasons gold has lost its shine
Replies: 35
Views: 13999

Re: 7 reasons gold has lost its shine

hey , don't let facts get in the way of a good story .
by mathjak107
Mon Aug 31, 2015 6:06 pm
Forum: Gold
Topic: 7 reasons gold has lost its shine
Replies: 35
Views: 13999

Re: 7 reasons gold has lost its shine

i think the bull market in bonds ended last feb.  they are almost a point higher today . they got a little kick from the current flight to safety but you saw them fall back quite a bit since the fear subsided . only large cap stocks lagged the last 15 years . midcaps did fine . in fact look at funds...
by mathjak107
Mon Aug 31, 2015 4:36 pm
Forum: Gold
Topic: 7 reasons gold has lost its shine
Replies: 35
Views: 13999

Re: 7 reasons gold has lost its shine

i am not splitting assets out of the portfolio as much as i think the assets in the portfolio finally ran its course over the 40 years of having a bond bull market  with some speed bumps along the way . the pp always had traction from bonds for most of it's life  since the 1980's . it had interest o...
by mathjak107
Mon Aug 31, 2015 3:04 pm
Forum: Gold
Topic: What if Gold drops to $300.00 per ounce?
Replies: 74
Views: 27144

Re: What if Gold drops to $300.00 per ounce?

the problem we have is with the dollar so strong the country's having currency devaluation issues have to spend to much in their currency to want to buy it . to date it hasn't been the dollar with issues but the rest of the world . it makes other options much more viable to them as alternative place...