The Outer Limits
"The Inheritors"
https://www.youtube.com/watch?v=IunETGSK4qQ
https://www.youtube.com/watch?v=15ekxLXPXF8

On the 60/40 pain....
https://www.zerohedge.com/markets/bonds ... ear-record

Similar philosophy....
My notes in blue.

Attention bookworms
https://www.youtube.com/watch?v=mieigIC0Now

very well thought out!! might use some of the ideas myself After three years STILL have NOT finished my Permanent Portfolio research and implementation. But in this area I am actually getting things done! Vinny, perhaps you should just buy a Vanguard Target Retirement fund that fits your timing/ris...

kwg2005 wrote: ↑Sat Apr 09, 2022 5:09 pm I am staring to worry about an actual default in the US in the next 10-20 years.

https://www.youtube.com/watch?v=6IRtjJc0miE
https://www.youtube.com/channel/UCzu55W ... QIQ/videos

Holding a Global Aggregate Bond fund (Hedged) due to limited choices. Not worried in the slightest.
https://www.vanguard.com.au/adviser/pro ... s/32101/AU

To be honest, feel safer holding Global Bond & Share ETF's than a purely country specific one (even if the country is the US).....

Here's a starter https://tradingeconomics.com/united-states/inflation-cpi You may wish to check out John Williams at http://www.shadowstats.com for the non-rigged inflation rate I believe the indicator to watch is the real interest rate. From what I recall, once that goes negative gold tends to incr...

I think if one likes HB's thinking about the bond component, it would be good to use US Treasuries no matter where in the world one resides. Because they are the world's safe haven investment. So far anyway. Thoughts/rebuttals? +1 Also gold is negatively correlated to US Bonds. Inflation goes drama...

Your allocation reminds me of Jim Rickards suggestion....
Think he had land as well.

Hi MediumTex,

All the best from down under.

PS: This video seemed appropriate
https://vimeo.com/313769282

25% Gold held off-shore. Any thoughts on this since the Perth mint doesn't seem quite as appealing as it once was? Research SGPMX. I have had very good experiences dealing with them. A family member also went to Singapore to physically remove some gold from the vault to check if they are legit. The...

HB addressed this in his radio show when speaking to an Indian caller. He stated that " If everything went kablooey you still had your gold." Over the years I have come to the opinion that the PP is a failsafe portfolio, not an invincible one. In any of the four economic climates, it will ...

Against the Pacific Peso (AUD), Gold is the only thing going up
25% VGS, 25% Gold 50% VBND

Documentary Martin Armstrong recommended
https://www.armstrongeconomics.com/worl ... e-on-fire/

https://www.youtube.com/watch?v=1EbK7z_KiwM

Great video. The PP is designed to work when the USA is "on top". If that time is coming to an end, potentially quickly (as Dalio says, it starts slowly and then moves quickly), what should we do? Probably what non-US PP holders do. Eg 25% VGS, 50% VBND, 25% Gold held off-shore. Maybe som...

Great video. The PP is designed to work when the USA is "on top". If that time is coming to an end, potentially quickly (as Dalio says, it starts slowly and then moves quickly), what should we do? Probably what non-US PP holders do. Eg 25% VGS, 50% VBND, 25% Gold held off-shore. Maybe som...

Enjoy!

I Shrugged wrote: ↑Thu Mar 03, 2022 7:51 pm So it’s UK bonds and global equities. Those are always the interesting pieces of non US PPs.

Wondered if they could substitute UK hedged International Developed Markets Bond ETF's.....

Here's the official version. https://www.health.gov.au/health-alerts/covid-19/case-numbers-and-statistics Also check out the requirements for the particular states as they keep changing the rules. Double vs Triple vaccinated etc. South Australia is the freest, Victoria is the Stasi State ;) https://...

Desert wrote: ↑Mon Feb 28, 2022 9:21 am

dualstow wrote: ↑Mon Feb 28, 2022 9:10 am
Wasn't it briefly preceded by safer steam power? (Albeit not in today's regulatory environment)

Yeah, that's true, the earliest cars were steam or electric. But then they figured out how wonderful gasoline is..

Steam Car
https://www.youtube.com/watch?v=rUg_ukBwsyo

Enjoy

https://www.youtube.com/playlist?list=P ... AbuqwMIwFN

Interesting article on the limitations of the PP https://web.archive.org/web/20120415114145/http://europeanpermanentportfolio.blogspot.com/2009/08/permanent-portfolio-in-iceland.html <snip> The experience in Iceland shows that the Permanent Portfolio is unable to perform miracles. It remains a fact ...