Search found 2473 matches

by craigr
Sun Mar 08, 2020 10:06 pm
Forum: Permanent Portfolio Discussion
Topic: The Permanent Portfolio May Be About To Break
Replies: 25
Views: 3473

Re: The Permanent Portfolio May Be About To Break

Hi Craig, Welcome back! Do you have any new thoughts to your 4 year old statement regarding selling long term treasuries at 1% yield? Have you changed your mind since? I'm likely to just rebalance according to plan. I don't have any better options or ideas right now. Each person is different and I ...
by craigr
Sun Mar 08, 2020 9:57 pm
Forum: Permanent Portfolio Discussion
Topic: Stay cool...
Replies: 25
Views: 2742

Re: Stay cool...

Another financial guru said gold prices would be $300 or so an ounce within a year. The only gold I like is in my wife's jewelry! >:D How's retirement? I think your blog came down several years back. I'm not retired, I'm just extremely busy on a new company. But despite any rumors to the contrary, ...
by craigr
Sun Mar 08, 2020 9:53 pm
Forum: Permanent Portfolio Discussion
Topic: The Permanent Portfolio May Be About To Break
Replies: 25
Views: 3473

Re: The Permanent Portfolio May Be About To Break

Hi Craig, Welcome back! Do you have any new thoughts to your 4 year old statement regarding selling long term treasuries at 1% yield? Have you changed your mind since? I'm likely to just rebalance according to plan. I don't have any better options or ideas right now. Each person is different and I ...
by craigr
Sun Mar 08, 2020 9:49 pm
Forum: Permanent Portfolio Discussion
Topic: The Permanent Portfolio May Be About To Break
Replies: 25
Views: 3473

Re: The Permanent Portfolio May Be About To Break

↳ https://www.gyroscopicinvesting.com/forum/viewtopic.php?f=1&t=8131&p=140483&hilit=%E2%80%9Cping+pong+%E2%80%9C#p140483 ... In terms of bond pricing, this is known as yield curve "convexity."  If you use zeroes, all of this same stuff happens, it just happens with more volatility in the value of t...
by craigr
Sun Mar 08, 2020 9:30 pm
Forum: Permanent Portfolio Discussion
Topic: The Permanent Portfolio May Be About To Break
Replies: 25
Views: 3473

Re: The Permanent Portfolio May Be About To Break

Might I introduce you to Tyler's wonderful article on bond convexity: https://portfoliocharts.com/2019/05/27/high-profits-at-low-rates-the-benefits-of-bond-convexity/ Combine that with the fact that gold is highly correlated to negative real interest rates, and the fact that lower risk free rates c...
by craigr
Sun Mar 08, 2020 9:14 pm
Forum: Permanent Portfolio Discussion
Topic: Stay cool...
Replies: 25
Views: 2742

Stay cool...

Hi All, I swung back by to say hello. To the long-time posters here, thanks for keeping the lights on! It's interesting times out there and my core Permanent Portfolio position allows me to sleep at night. I was just looking at some quick charts over at etfreplay.com and the Permanent Portfolio is d...
by craigr
Wed Aug 07, 2019 10:56 pm
Forum: Permanent Portfolio Discussion
Topic: What have we learned over last 10 years?
Replies: 42
Views: 21419

Re: What have we learned over last 10 years?

The truth is I've been extremely busy on my start-up and have no time to look at investment stuff much. I check my portfolio maybe quarterly for tax planning reasons. I don't read any investment news, but watching the headlines pop up over and over about stock market highs gives me that 2000 feelin...
by craigr
Wed Aug 07, 2019 8:23 pm
Forum: Permanent Portfolio Discussion
Topic: What have we learned over last 10 years?
Replies: 42
Views: 21419

Re: What have we learned over last 10 years?

The truth is I've been extremely busy on my start-up and have no time to look at investment stuff much. I check my portfolio maybe quarterly for tax planning reasons. I don't read any investment news, but watching the headlines pop up over and over about stock market highs gives me that 2000 feeling...
by craigr
Wed Aug 07, 2019 8:17 pm
Forum: Permanent Portfolio Discussion
Topic: What have we learned over last 10 years?
Replies: 42
Views: 21419

Re: What have we learned over last 10 years?

Definitely. Some of those old forum posts of his were very insightful, even with the passage of time. I wonder if both Craig and Tex are still PP users... I heard he bailed out a long time ago after banking his book profits in the Bahamas. Yeah, I still use the portfolio. Sadly, a few months back I...
by craigr
Thu Apr 05, 2018 2:12 pm
Forum: Other Discussions
Topic: My new company: Sandfly Security
Replies: 8
Views: 4480

Re: My new company: Sandfly Security

Hello, Sandfly is pleased to announce the release of our new agentless Linux compromise detection and automated security investigation tool. Sandfly can protect your Linux hosts without the need to deploy agents. Please feel free to forward this to people you know that admin Linux networks or otherw...
by craigr
Wed Feb 14, 2018 2:13 pm
Forum: Other Discussions
Topic: My new company: Sandfly Security
Replies: 8
Views: 4480

Re: My new company: Sandfly Security

Craig, if you’re out there- Is there an alternative to google drive that you like for online storage? Mega? SpiderOak? Thanks. I hope Xan doesn't mind if I take a brief opportunity to send people to my new company website. People might be interested in knowing what I've been up to since I've not be...
by craigr
Wed Feb 14, 2018 1:59 pm
Forum: Permanent Portfolio Discussion
Topic: Is the PP going to hold up?
Replies: 115
Views: 26261

Re: Is the PP going to hold up?

Howdy folks! I rebalanced from stocks in January and February as they hit the way upper band for me. I had overweighted stocks in my VP after Trump's election figuring it would be a good boost and it paid off well also. But now I'm back again at the boring 25% bands as I usually am and am not too fu...