Gyroscopic Investing

The PP is out of vogue after recent large/fast gains elsewhere - but where the valuations in those alternatives seem high. Perhaps in another year after a major correction the board activity might once again soar. Those that perhaps profit took to start building up PP exposure at recent times might be the ones with the broader smiles. But maybe those that opted for a PP with the LTT element shifted more towards the shorter dated end, 25/25/50 stock/gold/5 year treasury bullet.

??

i think at this point in time the pp in it’s original 4x4 looks much much better .

rates are more likely to come down and even if they rise it looks like the big 4- 5% rise that crushed long term bonds has already happened.

while i certainly wouldn’t use it in the accumulation stage , it definitely is looking better in its original form than it has in a long long time .

in my opinion of course