Real 10-Year Expected Risk and Return

General Discussion on the Permanent Portfolio Strategy

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MachineGhost
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Real 10-Year Expected Risk and Return

Post by MachineGhost »

Excellence du jour!

http://www.researchaffiliates.com/asset ... rview.aspx

A bit of real asset tilting to nickels and silver seems called for.  Load up on a bag of junk silver for double duty SHTF protection.  And start hoarding all nickels you come across.
Last edited by MachineGhost on Tue Nov 11, 2014 1:05 pm, edited 1 time in total.
"All generous minds have a horror of what are commonly called 'Facts'. They are the brute beasts of the intellectual domain." -- Thomas Hobbes

Disclaimer: I am not a broker, dealer, investment advisor, physician, theologian or prophet.  I should not be considered as legally permitted to render such advice!
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WildAboutHarry
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Re: Real 10-Year Expected Risk and Return

Post by WildAboutHarry »

[quote=MachineGhost]And start hoarding all nickels you come across[/quote]

Not so fast.  US Nickels are only 25% nickel and 75% copper.

And don't think you will get a better deal with Canadian nickels.  Although they used to be 100% nickel, after 1981 the Canadians switched to the 25% nickel/75% copper composition.  And what has to have nickel conspiracy theorists fuming, Canadian "nickels" switched in 2000 to 95% steel, 3% copper, and have 2% nickel in the form of plating.
Last edited by WildAboutHarry on Tue Nov 11, 2014 8:57 pm, edited 1 time in total.
It is the settled policy of America, that as peace is better than war, war is better than tribute.  The United States, while they wish for war with no nation, will buy peace with none"  James Madison
murphy_p_t
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Re: Real 10-Year Expected Risk and Return

Post by murphy_p_t »

sounds heavy for any bug out bag :P
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MachineGhost
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Re: Real 10-Year Expected Risk and Return

Post by MachineGhost »

Point is that that 25% nickle content is going to be "reformulated" during the next inflationary episode at the end of this decade.  So if you don't hoard now, you'll lose out.  Current value is .04 but it was above .05 back when gold was peaking.
"All generous minds have a horror of what are commonly called 'Facts'. They are the brute beasts of the intellectual domain." -- Thomas Hobbes

Disclaimer: I am not a broker, dealer, investment advisor, physician, theologian or prophet.  I should not be considered as legally permitted to render such advice!
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WildAboutHarry
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Re: Real 10-Year Expected Risk and Return

Post by WildAboutHarry »

[quote=MachineGhost]Point is that that 25% nickle content is going to be "reformulated" during the next inflationary episode at the end of this decade.  So if you don't hoard now, you'll lose out.  Current value is .04 but it was above .05 back when gold was peaking.[/quote]

I know, but a nickel really isn't all nickel (especially lately in Canada).  And I agree that the US will likely reformulate the nickel during the next bout of relatively high inflation.

Fun nickel tricks: Nickel is magnetic.  But due to the debasement with copper, US Nickels will not stick to a magnet.  The pure nickel versions of Canada will.  And the nickel-plated steel ones will as well, I suppose.

If one were so inclined, perhaps there are nickel arbitrage possibilities, trading inferior U.S. nickels for superior full-nickel Canadian versions. :)

Full disclosure: I do save nickels (and pre-1983 pennies) from my change.  I use re-purposed nut jars from Costco for storage.  And I do note that nut jar and nut job are separated by only two letters.
Last edited by WildAboutHarry on Wed Nov 12, 2014 7:58 am, edited 1 time in total.
It is the settled policy of America, that as peace is better than war, war is better than tribute.  The United States, while they wish for war with no nation, will buy peace with none"  James Madison
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MachineGhost
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Re: Real 10-Year Expected Risk and Return

Post by MachineGhost »

There's also a worlwide nickle shortage, but I don't think its gonna show up in prices until the commodities funk is over.
"All generous minds have a horror of what are commonly called 'Facts'. They are the brute beasts of the intellectual domain." -- Thomas Hobbes

Disclaimer: I am not a broker, dealer, investment advisor, physician, theologian or prophet.  I should not be considered as legally permitted to render such advice!
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