The truth is I've been extremely busy on my start-up and have no time to look at investment stuff much. I check my portfolio maybe quarterly for tax planning reasons. I don't read any investment news, but watching the headlines pop up over and over about stock market highs gives me that 2000 feeling...

Definitely. Some of those old forum posts of his were very insightful, even with the passage of time. I wonder if both Craig and Tex are still PP users... I heard he bailed out a long time ago after banking his book profits in the Bahamas. Yeah, I still use the portfolio. Sadly, a few months back I...

Hello, Sandfly is pleased to announce the release of our new agentless Linux compromise detection and automated security investigation tool. Sandfly can protect your Linux hosts without the need to deploy agents. Please feel free to forward this to people you know that admin Linux networks or otherw...

Craig, if you’re out there- Is there an alternative to google drive that you like for online storage? Mega? SpiderOak? Thanks. I hope Xan doesn't mind if I take a brief opportunity to send people to my new company website. People might be interested in knowing what I've been up to since I've not be...

Howdy folks! I rebalanced from stocks in January and February as they hit the way upper band for me. I had overweighted stocks in my VP after Trump's election figuring it would be a good boost and it paid off well also. But now I'm back again at the boring 25% bands as I usually am and am not too fu...

Nice post, Tyler. It's easy to get lost in the weeds and not be thankful for what you have and lose sight of long term goals.

I hope Xan doesn't mind if I take a brief opportunity to send people to my new company website. People might be interested in knowing what I've been up to since I've not been around much: https://www.sandflysecurity.com We are producing a new kind of intrusion detection and threat hunting tool for L...

I did let the domain lapse on purpose. After almost 10 years with the blog I wanted to move on and do other things and didn't want to think about it any more. My new company is located here: https://www.sandflysecurity.com It has nothing to do with finance/investing but I still follow the Permanent ...

Howdy folks, I'm working on a new product idea. I need to talk to Linux sysadmins. Specifically, if you manage large numbers of RedHat/CentOS/Ubuntu boxes and need to deal with intrusion detection and incident response or would like to keep on top of these issues. If that's you, drop me a PM. Hope y...

I didn't know the LA Times was still in business. When hasn't the MSM been saying these things about Trump? Although I am a bit disappointed that he went after healthcare. I think he did it just to hang a noose around Ryan's neck which happened with aplomb. Ryan is neutered now and Obamacare will co...

a new report just came out that obama used the British to spy on trump, supposedly he used the GCHQ That’s the British spying agency. They have 24/7 access to the NSA database. by asking them for info on trump he could keep the request out of the chain of command, This kind of thing has been going ...

it is starting to look like the FISA requests are just a band-aide butt cover for the swamp people (both parties) to give the appearance of legality and congressional oversight when the real "wire taps" were NSA CIA (of course we have trumps phones/computers we have everybody's) sourced.....

Thanks for the offers. If anyone wanted to donate for me, please send it to your local Meals on Wheels charity to help an elderly or other homebound person have a nice meal.

Here's the update on the forum.

Xan has offered to host the site going forward. It will be the same message DB we have here perhaps minus a couple days as the DB transitions over to the new host. The domain will be the same, etc.

Stand by for more details.

-- Craig

Here's the update.

Xan has offered to host the site going forward. It will be the same message DB we have here perhaps minus a couple days as the DB transitions over to the new host. The domain will be the same, etc.

Stand by for more details.

-- Craig

Thanks for the kind words. We are working on some options and will update soon. Have a good new year.

Yes certainly Mike deserves a ton of credit. We will be working to get in contact and sort this all out.

Hi All, Yep, we hit another limit on the server. It is resolved temporarily, but may happen again in the next month. Unfortunately, I do not have the time now to manage a forum. The forum will be going way at the next billing cycle. I have not been able to discuss with Tex what he wants to do with t...

Benko wrote:I hope all is ok.

We were rocking and rolling, but all is well here. Bad damage elsewhere though.

Everyone, The election in the U.S. is a major stress point for the entire country. Please do not come into the forum and take it out on people. If you feel stressed out, put the keyboard away and go enjoy your friends and family and don't talk about politics. This thing will be over in a week. Try t...

Looking at this, the PP would have been totally destroyed in quite a few cases. Some more evidence for geographic diversification. Certainly, a widely diversified portfolio like the Permanent Portfolio is way better in those cases than one just using stocks/bonds which is what many would recommend....

Looking at this, the PP would have been totally destroyed in quite a few cases. Some more evidence for geographic diversification. https://3a05ty2ohkvc1zboze4eczal-wpengine.netdna-ssl.com/wp-content/uploads/2014/01/BondHits1.jpg Certainly, a widely diversified portfolio like the Permanent Portfolio...

But calculate it for .75%, .5% and .25% yields and it still holds up because the duration is also increasing to make up for the "missing" yields, i.e. it just becomes more like a zero coupon bond. At 0% nominal yields it will definitely be objectively questionable as to any future capital...

I understand this immensely. But at 1% or lower long bonds provide little insurance. It would be better to greatly reduce duration as you suggest, or go to cash and look to just ride things out with the other assets. How do you figure that? The convexity will increase so that it's still capable of ...

People forgot all too easily that the driver of the PP is Prosperity... everything else are HEDGES. I understand this immensely. But at 1% or lower long bonds provide little insurance. It would be better to greatly reduce duration as you suggest, or go to cash and look to just ride things out with ...