This video has nothing to do with the Permanent Portfolio style of investing, but Michael Cuggino, portfolio manager of the 5-star rated Permanent Portfolio Fund (PRPFX), gives his stock picks and the reasons for them:
http://finance.yahoo.com/blogs/breakout ... 30393.html
Stock Ideas for Deficit Optimists
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LifestyleFreedom
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Stock Ideas for Deficit Optimists
Financial Freedom --> Time Freedom --> Lifestyle Freedom
Re: Stock Ideas for Deficit Optimists
Cuggino is a master at using many words to say very little.
Q: “Do you have funny shaped balloons?”
A: “Not unless round is funny.”
A: “Not unless round is funny.”
Re: Stock Ideas for Deficit Optimists
Don't knock my PRPFX manager.
Re: Stock Ideas for Deficit Optimists
He's my PRPFX manager too.Reub wrote: Don't knock my PRPFX manager.
Talking in circles is a skill all fund managers should have.
Q: “Do you have funny shaped balloons?”
A: “Not unless round is funny.”
A: “Not unless round is funny.”