Gold vs. Stocks

Discussion of the Gold portion of the Permanent Portfolio

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LGrand85
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Gold vs. Stocks

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Last edited by LGrand85 on Sat Nov 08, 2014 9:39 pm, edited 1 time in total.
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MediumTex
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Re: Gold vs. Stocks

Post by MediumTex »

In the 1970s, gold went up and stocks went down or sideways.

In the 1980s and 1990s, stocks went up and gold went down or sideways.

In the 2000s, gold went up and stocks went down or sideways.

We are currently in a cyclical bull market within a larger secular bear market for equities.

I think the relationships above will re-asssert themselves soon enough. 

Note that since 2000, stocks have done nothing, while gold has quintupled in value.

Don't let the daily market noise mislead you.
Q: “Do you have funny shaped balloons?”
A: “Not unless round is funny.”
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KevinW
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Re: Gold vs. Stocks

Post by KevinW »

Also sometimes inflation causes stocks to go up, as investors pour "extra" money into the stock market.  It isn't really prosperity, just a situation where the money supply expands and for whatever reason the path of least resistance is for that money to flow into stocks.

This is further complicated by the propagation delay as new money seeps into different parts of the economy at different rates.  For example you could have a stock rally due to QE1 money finally hitting the stock market, and simultaneously a gold rally due to inflation caused by QE2.  The cause-and-effect are different and on different time scales, but they appear linked since they appear simultaneously by chance.
MediumTex wrote: Don't let the daily market noise mislead you.
Basically, that.
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