Morningstar "asked readers in a recent post to our Personal Finance discussion board to share what's on their investment blacklists."  In the article summarizing the results, the blacklisted investment first discussed was...wait for it...gold.  Some readers who replied viewed it as "t...

So a month has passed.  How're you doing?

How did your dog blow out her ACL?

If you took all of the stocks that have been and will be listed in this thread and put together a portfolio consisting of 50% those stocks and 50% 10 year treasuries and rebalanced it annually, I believe most people would be pleased with the results.  That's just my intuition. Okay...it had to be a...

I would go with it completely combusted  ;D There is all sorts of speculation going on about what really happened and what was in the vault, since most think JP Morgans gold is in a different building.  From what I saw, and hearing from local friends, is that vault had some serious value in it, gol...

That said, assuming he's wrong now because he was wrong before has to be some kind of logical fallacy. I'm dwelling on the sentence above. It's interesting because it may be true (we have to look at his arguments and not only his record), but it may point at a different logical fallacy: concluding ...

I like Hussman, but you are correct. With the exception of Peter Schiff I can't think of anyone who has been more consistently wrong for the last five years on the stock market. I like Hussman too and usually read his weekly memo.  He was clearly wrong in 2009-2010, but he's acknowledged that miss ...

But what if long-term bonds hit the 0%? Isn't that the end of buy-and-hold for long-term bonds? Sure, you could hold them, but that would be kind of silly, right? And if there are situations when you have to sell your bonds, where do you draw the line? Although this may not literally be very plausi...

John is a very smart individual, no question about it.  That said, he's been wrong for so long now, that his only recourse is to continue making the same prediction until it actually turns out to be right. I like Hussman, but you are correct. With the exception of Peter Schiff I can't think of anyo...

notsheigetz wrote:

WhiteDesert wrote: Fidelity tells me that IAU closed up 3.10% today.

According to my Morningstar tracker, the PP hit positive YTD territory today.

According to mine, it remains down a bit...-0.31%.  Assume the difference is which investment vehicles we're using.

In the future, five different people will capture the entire scuffle on Google Glass. ...One of them being the shooter and the other being the shootee. Reminds me of a scene in "Minority Report."  And in that imaginary case, the resulting images were in fact a huge manipulation of the fac...

A provocative take on the future of gold as an investment vehicle: http://www.marketwatch.com/story/the-re ... 2013-07-17, followed by an entertaining comment string.

Libertarian666 wrote: I suspect I have the most unusual portfolio here. My allocation is roughly as follows:

gold: 70%
silver: 10%
Swiss francs: 20%
dollars: -10%
real estate: 10%

May I ask what instrument(s) you use to access the Swiss francs?

frugal wrote: Well,

that's an old dream, maybe you are right but I think I will try.

Paper trading is not the same, so I have to put some money on the table...

Just one question. frugal: How do you feel about VWAP?

I'm definitely NOT somebody who can be all-in on stocks and take a 20% drop. I know this because I sold all my stocks at the bottom. I think the more generally quoted figure is 50%, as in "If you can't handle a 50% loss you shouldn't be in stawks"  you kind of have to say it through the s...

Libertarian666 wrote: I recommend buying the assets that are going to go up the most in the next 6 months.

I like that idea.  Which two are they?  Or three?  Or one?  Oh, forget it....

Sorry if I missed it, but what is the take away from this?  I assume you would advise rebalancing if at a band, and not rebalancing if not.  What impact does the rarity of hitting the lower band have on strategy? You mention 2008 draw downs.  It is upsetting that our current draw downs are quickly ...

Don't forget Slim Whitman.

All this hand-wringing about the Permanent Portfolio being down 3% is just odd.  VBINX is -1.99 over roughly the same period; VWINX, -2.19%.  So two highly regarded balanced funds, moderate and conservative, are little better.  SPY is -4.51% over the last month; AGG, -1.98%, and -1.72% over the last...

We'll see by the end of the year how things play out.  When the Feds inflation estimate for next year is 1 - 2%, gold doesn't look so hot.  And Uncle Ben only indicated a slowing of QE going forward and no increase in rates until at least 2015.  Not sure why LTT's are selling off.  If short term ra...

Really?  Is your investment strategy: Buy high, sell low? As it is for most, in exactly this manner. It's ironic that when our brains are telling us to bail out and run for the hills, it's probably the best time to double down. Seriously...emotions are the enemy in investing.  I'm itching to rebala...

Reub wrote: The links on the top of my web pages only show ads for headache pills and for National Review magazine.

What a great combination: National Review and headache meds!

Currently I'm considering some more solid investments like 10% stocks / 90% AAA bonds local mutual funds. 90% bonds? Unless they're all ultra short-term, you'll get crushed when interest rates normalize, which they will.  If you're smarter and faster than all the professional bond traders, financia...

Given the recent posts, shouldn't this topic be transferred to "Other Discussions?" Alternately, I guess it could be considered a "Variable Portfolio Discussion."

Given the dismal fund offerings and this: No employer match. So I won't lose any money. Can you find another employer?  ;)  Sorry...just kidding. How expensive are the American Funds options?  In my 401K, I have some American options with ERs below 0.40.  If comparable, you might want to build a VP ...