Tyler hits it out of the park - again!

Discussion of the Gold portion of the Permanent Portfolio

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Kevin K.
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Tyler hits it out of the park - again!

Post by Kevin K. » Fri Aug 21, 2020 10:29 am

IMHO this new post on Portfolio Charts is one to bookmark and share. It's by far the best piece on gold I've ever read.

https://portfoliocharts.com/2020/08/21/ ... e-of-gold/
senecaaa
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Re: Tyler hits it out of the park - again!

Post by senecaaa » Fri Aug 21, 2020 11:18 am

Yeah, awesome article! It answered a couple of questions I had about gold.

In other, but related, news: Paul Tudor Jones Buys Bitcoin as a Hedge Against Inflation, more detail here. Bitcoin was not around when Harry Browne created the PP, but I start to wonder now if adding it is a good idea?
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Ad Orientem
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Re: Tyler hits it out of the park - again!

Post by Ad Orientem » Fri Aug 21, 2020 11:50 am

Kevin K. wrote:
Fri Aug 21, 2020 10:29 am
IMHO this new post on Portfolio Charts is one to bookmark and share. It's by far the best piece on gold I've ever read.

https://portfoliocharts.com/2020/08/21/ ... e-of-gold/

I agree. It's a great primer for those looking for a quick FAQ on gold. Honestly, it should probably be pinned at the top of the gold forum.
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Re: Tyler hits it out of the park - again!

Post by Ad Orientem » Fri Aug 21, 2020 11:53 am

senecaaa wrote:
Fri Aug 21, 2020 11:18 am
Yeah, awesome article! It answered a couple of questions I had about gold.

In other, but related, news: Paul Tudor Jones Buys Bitcoin as a Hedge Against Inflation, more detail here. Bitcoin was not around when Harry Browne created the PP, but I start to wonder now if adding it is a good idea?

IMO Bitcoin has no place in the PP for reasons discussed ad nauseum in other threads. It is strictly a speculative play and one that I have chosen to pass on.
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Re: Tyler hits it out of the park - again!

Post by senecaaa » Fri Aug 21, 2020 12:11 pm

Ad Orientem wrote:
Fri Aug 21, 2020 11:53 am
IMO Bitcoin has no place in the PP for reasons discussed ad nauseum in other threads. It is strictly a speculative play and one that I have chosen to pass on.
Well, people change their minds. PTJ also hated bitcoin, but not anymore. And this is not some average investor.
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Re: Tyler hits it out of the park - again!

Post by mathjak107 » Fri Aug 21, 2020 1:00 pm

great article tyler
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Re: Tyler hits it out of the park - again!

Post by Kevin K. » Fri Aug 21, 2020 2:13 pm

I posted about it over on Bogleheads so let the cardiac arrests begin...,,., >:D ;D
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Re: Tyler hits it out of the park - again!

Post by Hal » Fri Aug 21, 2020 2:29 pm

Kevin K. wrote:
Fri Aug 21, 2020 2:13 pm
I posted about it over on Bogleheads so let the cardiac arrests begin...,,., >:D ;D
Kevin opens the front door of his house and sees......
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Aussie GoldSmithPP - 25% PMGOLD, 75% VDCO
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Tyler
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Re: Tyler hits it out of the park - again!

Post by Tyler » Fri Aug 21, 2020 3:39 pm

I figured the crew here would enjoy that one. :)

It took a while to put together, but I admit it's kinda nice to finally document everything. I'm glad to hear it makes sense!
Mechanical engineer, history buff, treasure manager... totally not Ben Gates
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Re: Tyler hits it out of the park - again!

Post by technovelist » Sat Aug 22, 2020 6:02 pm

senecaaa wrote:
Fri Aug 21, 2020 11:18 am
Yeah, awesome article! It answered a couple of questions I had about gold.

In other, but related, news: Paul Tudor Jones Buys Bitcoin as a Hedge Against Inflation, more detail here. Bitcoin was not around when Harry Browne created the PP, but I start to wonder now if adding it is a good idea?
That's easy: no.
If you want it in your VP, go right ahead.
It doesn't have 1/10th of the track record needed to determine how it would behave in different economic environments.
Another nod to the most beautiful equation: e + 1 = 0
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Re: Tyler hits it out of the park - again!

Post by Kbg » Sat Aug 22, 2020 7:26 pm

technovelist wrote:
Sat Aug 22, 2020 6:02 pm
senecaaa wrote:
Fri Aug 21, 2020 11:18 am
Yeah, awesome article! It answered a couple of questions I had about gold.

In other, but related, news: Paul Tudor Jones Buys Bitcoin as a Hedge Against Inflation, more detail here. Bitcoin was not around when Harry Browne created the PP, but I start to wonder now if adding it is a good idea?
That's easy: no.
If you want it in your VP, go right ahead.
It doesn't have 1/10th of the track record needed to determine how it would behave in different economic environments.
+1
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