Search found 2478 matches
- Wed Aug 07, 2019 8:23 pm
- Forum: Permanent Portfolio Discussion
- Topic: What have we learned over last 10 years?
- Replies: 42
- Views: 36196
Re: What have we learned over last 10 years?
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...
- Wed Aug 07, 2019 8:17 pm
- Forum: Permanent Portfolio Discussion
- Topic: What have we learned over last 10 years?
- Replies: 42
- Views: 36196
Re: What have we learned over last 10 years?
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...
- Thu Apr 05, 2018 2:12 pm
- Forum: Other Discussions
- Topic: My new company: Sandfly Security
- Replies: 8
- Views: 8378
Re: My new company: Sandfly Security
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...
- Wed Feb 14, 2018 2:13 pm
- Forum: Other Discussions
- Topic: My new company: Sandfly Security
- Replies: 8
- Views: 8378
Re: My new company: Sandfly Security
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...
- Wed Feb 14, 2018 1:59 pm
- Forum: Permanent Portfolio Discussion
- Topic: Is the PP going to hold up?
- Replies: 114
- Views: 58886
Re: Is the PP going to hold up?
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...
- Mon Nov 20, 2017 1:11 pm
- Forum: Other Discussions
- Topic: the Thankful Investor (Tyler)
- Replies: 5
- Views: 5434
Re: the Thankful Investor (Tyler)
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.
- Mon Nov 20, 2017 12:58 pm
- Forum: Other Discussions
- Topic: My new company: Sandfly Security
- Replies: 8
- Views: 8378
My new company: Sandfly Security
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...
- Mon Nov 20, 2017 12:53 pm
- Forum: Other Discussions
- Topic: Has Craig's blog been hijacked?
- Replies: 10
- Views: 7190
Re: Has Craig's blog been hijacked?
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 ...
- Thu Jun 29, 2017 9:01 pm
- Forum: Other Discussions
- Topic: Looking for Linux Sysadmins
- Replies: 3
- Views: 4195
Looking for Linux Sysadmins
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...
- Wed Apr 05, 2017 10:35 pm
- Forum: Other Discussions
- Topic: The LA Times' Scathing Attack on Donald Trump
- Replies: 8
- Views: 7371
Re: The LA Times' Scathing Attack on Donald Trump
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...
- Tue Mar 14, 2017 8:23 pm
- Forum: Other Discussions
- Topic: Channeling Maxine Waters (Wikileaks Vault 7)
- Replies: 38
- Views: 23611
Re: Channeling Maxine Waters (Wikileaks Vault 7)
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 ...
- Tue Mar 14, 2017 4:30 pm
- Forum: Other Discussions
- Topic: Channeling Maxine Waters (Wikileaks Vault 7)
- Replies: 38
- Views: 23611
Re: Channeling Maxine Waters (Wikileaks Vault 7)
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.....
- Wed Jan 04, 2017 4:03 pm
- Forum: Permanent Portfolio Discussion
- Topic: PP FORUM STAYING -- details here
- Replies: 38
- Views: 27678
Re: PP FORUM STAYING -- details here
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.
- Mon Jan 02, 2017 2:42 pm
- Forum: Permanent Portfolio Discussion
- Topic: PP FORUM STAYING -- details here
- Replies: 38
- Views: 27678
PP FORUM STAYING -- details here
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
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
- Mon Jan 02, 2017 2:41 pm
- Forum: Permanent Portfolio Discussion
- Topic: IMPORTANT: PP FORUM *NOT* GOING AWAY
- Replies: 45
- Views: 31381
Re: IMPORTANT: PP FORUM GOING AWAY
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
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
- Sat Dec 31, 2016 2:28 pm
- Forum: Permanent Portfolio Discussion
- Topic: IMPORTANT: PP FORUM *NOT* GOING AWAY
- Replies: 45
- Views: 31381
Re: IMPORTANT: PP FORUM GOING AWAY
Thanks for the kind words. We are working on some options and will update soon. Have a good new year.
- Thu Dec 29, 2016 7:03 pm
- Forum: Permanent Portfolio Discussion
- Topic: IMPORTANT: PP FORUM *NOT* GOING AWAY
- Replies: 45
- Views: 31381
Re: IMPORTANT: PP FORUM GOING AWAY
Yes certainly Mike deserves a ton of credit. We will be working to get in contact and sort this all out.
- Thu Dec 29, 2016 2:40 pm
- Forum: Permanent Portfolio Discussion
- Topic: IMPORTANT: PP FORUM *NOT* GOING AWAY
- Replies: 45
- Views: 31381
IMPORTANT: PP FORUM *NOT* GOING AWAY
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...
- Sun Nov 13, 2016 5:17 pm
- Forum: Other Discussions
- Topic: Craig--heard about the earthquake....
- Replies: 3
- Views: 2721
Re: Craig--heard about the earthquake....
We were rocking and rolling, but all is well here. Bad damage elsewhere though.Benko wrote:I hope all is ok.
- Sun Oct 30, 2016 7:17 pm
- Forum: Other Discussions
- Topic: Election and Forum
- Replies: 1
- Views: 2223
Election and Forum
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...
- Mon Oct 17, 2016 1:40 am
- Forum: Permanent Portfolio Discussion
- Topic: Slowly bleeding
- Replies: 67
- Views: 42252
Re: Slowly bleeding
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....
- Mon Oct 17, 2016 1:28 am
- Forum: Permanent Portfolio Discussion
- Topic: Slowly bleeding
- Replies: 67
- Views: 42252
Re: Slowly bleeding
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...
- Sun Oct 16, 2016 10:56 pm
- Forum: Permanent Portfolio Discussion
- Topic: Slowly bleeding
- Replies: 67
- Views: 42252
Re: Slowly bleeding
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...
- Sun Oct 16, 2016 4:56 pm
- Forum: Permanent Portfolio Discussion
- Topic: Slowly bleeding
- Replies: 67
- Views: 42252
Re: Slowly bleeding
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 ...
- Sat Oct 15, 2016 9:02 pm
- Forum: Permanent Portfolio Discussion
- Topic: Slowly bleeding
- Replies: 67
- Views: 42252
Re: Slowly bleeding
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 ...