How to Invest in an Overpriced World

General Discussion on the Permanent Portfolio Strategy

Moderator: Global Moderator

User avatar
dualstow
Executive Member
Executive Member
Posts: 7374
Joined: Wed Oct 27, 2010 10:18 am
Location: next to emotional support peacock
Contact:

Re: How to Invest in an Overpriced World

Post by dualstow » Mon Jan 29, 2018 1:26 pm

jhogue wrote:I thought of expressing some skepticism of technovelist's all-weather enthusiasm for gold until I saw the following headline in today's Wall Street Journal:

"Gold Surge Accelerates as Dollar Falls:
It's mid-afternoon now, and all I see is 'Gold Falls as Dollar Rebounds, Treasury Yields Rise' in the same paper.
The logout button on this forum is dangerously close to the Notifications button.
User avatar
dualstow
Executive Member
Executive Member
Posts: 7374
Joined: Wed Oct 27, 2010 10:18 am
Location: next to emotional support peacock
Contact:

Re: How to Invest in an Overpriced World

Post by dualstow » Mon Jan 29, 2018 1:31 pm

P.S. also -
'The Highest-Yielding Treasury Bond Isn’t Declining Like Its Peers'
The yield on the 30-year bond has been relatively stable, weighed down by doubts about a long-term pickup in inflation
The logout button on this forum is dangerously close to the Notifications button.
User avatar
buddtholomew
Executive Member
Executive Member
Posts: 1895
Joined: Fri May 21, 2010 4:16 pm

Re: How to Invest in an Overpriced World

Post by buddtholomew » Mon Jan 29, 2018 5:08 pm

Red across the landscape today.
Doing nothing.
User avatar
ochotona
Executive Member
Executive Member
Posts: 2086
Joined: Fri Jan 30, 2015 5:54 am

Re: How to Invest in an Overpriced World

Post by ochotona » Mon Jan 29, 2018 7:04 pm

buddtholomew wrote:Red across the landscape today.
Doing nothing.
No fun. I keep listening to podcasts where the speakers talk about a world where bonds and stocks aren't anti-correlated... where they go down together. These thoughts don't make me happy. The more I think about it, the more I think about gold and cash.
User avatar
eufo
Executive Member
Executive Member
Posts: 243
Joined: Mon Dec 05, 2016 7:17 pm

Re: How to Invest in an Overpriced World

Post by eufo » Mon Jan 29, 2018 8:45 pm

Cash is going up! It never feels good, though.
Don't agree with me too strongly or I'm going to change my mind
technovelist
Executive Member
Executive Member
Posts: 4582
Joined: Wed Sep 15, 2010 11:20 pm

Re: How to Invest in an Overpriced World

Post by technovelist » Wed Mar 07, 2018 6:54 am

jhogue wrote:Thanks for correcting my mis-perception of your views on gold.

You may be correct that gold is under-valued at the moment, but how can you tell?
It is a couple of years off a major bottom and has been rising slowly and erratically for those years. There is no enthusiasm for it in the financial media.

Also, buddtholomew hates it.

But that last one may be permanent and thus would not have any predictive value. :D
User avatar
jhogue
Executive Member
Executive Member
Posts: 203
Joined: Wed Jun 28, 2017 10:47 am

Re: How to Invest in an Overpriced World

Post by jhogue » Fri Mar 09, 2018 3:21 pm

Do you think that bitcoin is affecting the gold market? If so, how??
“Groucho Marx wrote:
A stock trader asked him, "Groucho, where do you put all your money?" Groucho was said to have replied, "In Treasury bonds", and the trader said, "You can't make much money on those." Groucho said, "You can if you have enough of them!"
technovelist
Executive Member
Executive Member
Posts: 4582
Joined: Wed Sep 15, 2010 11:20 pm

Re: How to Invest in an Overpriced World

Post by technovelist » Fri Mar 09, 2018 8:11 pm

jhogue wrote:Do you think that bitcoin is affecting the gold market? If so, how??
Who knows? But I doubt it has any significant influence. The markets for the two assets are too different, in my opinion anyway.
User avatar
dualstow
Executive Member
Executive Member
Posts: 7374
Joined: Wed Oct 27, 2010 10:18 am
Location: next to emotional support peacock
Contact:

Re: How to Invest in an Overpriced World

Post by dualstow » Tue Mar 13, 2018 8:52 am

jhogue wrote:Do you think that bitcoin is affecting the gold market? If so, how??
viewtopic.php?f=5&t=9238&hilit=gold+losing+bitcoin
The logout button on this forum is dangerously close to the Notifications button.
Post Reply