What have we learned over last 10 years?

General Discussion on the Permanent Portfolio Strategy

Moderator: Global Moderator

User avatar
AdamA
Executive Member
Executive Member
Posts: 2336
Joined: Sun Jan 23, 2011 8:49 pm

Re: What have we learned over last 10 years?

Post by AdamA » Wed Aug 07, 2019 8:26 pm

What's the startup?
User avatar
Xan
Administrator
Administrator
Posts: 4392
Joined: Tue Mar 13, 2012 1:51 pm

Re: What have we learned over last 10 years?

Post by Xan » Wed Aug 07, 2019 8:33 pm

Wow, it's nice to see that some of the old folks are still lurking from time to time. Adam, I've set your avatar to something resembling the old one. Not sure when those got dumped.
User avatar
AdamA
Executive Member
Executive Member
Posts: 2336
Joined: Sun Jan 23, 2011 8:49 pm

Re: What have we learned over last 10 years?

Post by AdamA » Wed Aug 07, 2019 8:36 pm

Thanks!

I still lurk regularly. Just don't have much to add, so not a big poster these days.
User avatar
Smith1776
Executive Member
Executive Member
Posts: 3501
Joined: Fri Apr 21, 2017 6:01 pm

Re: What have we learned over last 10 years?

Post by Smith1776 » Wed Aug 07, 2019 9:52 pm

craigr wrote:
Wed Aug 07, 2019 8:23 pm
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 all over again.

Keep your powder dry!
I've seen some of your intrusion detection presentations on YouTube!

As a budding developer myself and a PP investor, I feel like I'm treading on a path that you've been before. ^-^
I still find the James Rickards portfolio fascinating.
User avatar
craigr
Administrator
Administrator
Posts: 2540
Joined: Sun Apr 25, 2010 9:26 pm

Re: What have we learned over last 10 years?

Post by craigr » Wed Aug 07, 2019 10:56 pm

Smith1776 wrote:
Wed Aug 07, 2019 9:52 pm
craigr wrote:
Wed Aug 07, 2019 8:23 pm
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 all over again.

Keep your powder dry!
I've seen some of your intrusion detection presentations on YouTube!

As a budding developer myself and a PP investor, I feel like I'm treading on a path that you've been before. ^-^
It's an interesting industry and is basically recession proof. The worse the economy gets, the more criminals come out online to make a buck.
User avatar
Smith1776
Executive Member
Executive Member
Posts: 3501
Joined: Fri Apr 21, 2017 6:01 pm

Re: What have we learned over last 10 years?

Post by Smith1776 » Thu Aug 08, 2019 2:00 am

craigr wrote:
Wed Aug 07, 2019 10:56 pm
Smith1776 wrote:
Wed Aug 07, 2019 9:52 pm
craigr wrote:
Wed Aug 07, 2019 8:23 pm
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 all over again.

Keep your powder dry!
I've seen some of your intrusion detection presentations on YouTube!

As a budding developer myself and a PP investor, I feel like I'm treading on a path that you've been before. ^-^
It's an interesting industry and is basically recession proof. The worse the economy gets, the more criminals come out online to make a buck.
Cue CNBC: Legendary Permanent Portfolio pioneer, Craig Rowland, predicts cybercrime triggered depression. Trump blames Mexican hackers.
I still find the James Rickards portfolio fascinating.
User avatar
vnatale
Executive Member
Executive Member
Posts: 9422
Joined: Fri Apr 12, 2019 8:56 pm
Location: Massachusetts
Contact:

Re: What have we learned over last 10 years?

Post by vnatale » Mon Jan 27, 2020 11:31 am

Many excellent posts in this Topic including a re-appearance by Craig (which seems to have been his last appearance here).

Anyone who gave predictions want to revise / change those predictions?

Vinny
Above provided by: Vinny, who always says: "I only regret that I have but one lap to give to my cats." AND "I'm a more-is-more person."
Post Reply