Data since 1933 for a 4x25 Permanent Portfolio asset allocation where pre 1970 silver was held instead of gold, stock (large cap LC), long term treasury (LTT), T-Bills, PM (precious metal), which might be considered as a portfolio comprised of six 50:50 pairs of assets each pair weighted 16.6%. Meas...

I thought he asserted that the price of gold cannot be manipulated, even though everyone always decries manipulation by one entity or another. The gold that the Fed transferred over to the Treasury in exchange for non redeemable 'notes' at $42.22/ounce in effect means that the Fed has paper 'claim'...

If you price in gold (as though it was money) rather than fiat dollars then historically the Dow price in ounces of gold ... https://i.postimg.cc/MX2k9Z8K/i.png Do the same for T-Bills (accumulation) and CPI and both of those generally aligned with each other but in a generally downward slope manner...

Sunday 13:15 GMT time has BullionVault silver trading at around $84/toz



and at a similar price for KAG https://coinmarketcap.com/currencies/silver/

As that thread is locked will we be able to count on gold coming to the rescue if we see a major collapse in the price of common stocks? No! At times both stocks and gold have down years. A case example is for Japan 2008. At the start of the year it took 111 Yen to buy a US dollar, by year end that ...

The big question is, how much is temporary and how much is permanent? WWHD? (What Would Harry Do?) It does seem that there are both short-term and long-term (secular) trends involved, but personally I don't know enough to tease out the factors. However, I do think it's something to keep an eye on. ...

According to a new working paper (which I haven't read yet but plan to soon), long-term Treasuries might be losing their safe-haven status, with the result that investors are rotating to short-term Treasuries and gold. More here: https://www.nber.org/papers/w34640 Definitely feels like we could be ...

Use a 2x leveraged stock fund for the 'stock' third. Thirds each 2x stock, gold, cash Gold in hand, safest cash (T-Bills/short term treasury). Exposure of 66% stock, 33% gold, 33% cash, 33% borrowed (by the leveraged ETF). Reduced counter-party risk, benchmark to 67/33 stock/bond and better reward,...

ex-US just HAD a big run up. Foreign tax credit is a nuisance. Gold is global exposure. India and China dont necessarily let you have a slice. https://old.reddit.com/r/ValueInvesting/comments/1m6s5bs/give_me_a_reason_not_to_invest_in_the_chinese/ https://www.bogleheads.org/forum/viewtopic.php?t=409...

Use a 2x leveraged stock fund for the 'stock' third. Thirds each 2x stock, gold, cash Gold in hand, safest cash (T-Bills/short term treasury). Exposure of 66% stock, 33% gold, 33% cash, 33% borrowed (by the leveraged ETF). Reduced counter-party risk, benchmark to 67/33 stock/bond and better reward,...

I can’t sell gold, and I wish there was some group like AA that I could go to for this problem. Not even swaps? The gold/Silver ratio (GSR) at the start of 2025 stood at 90, a historic relative high, a ounce of gold bought 90 ounces of silver. Year end 2025 the GSR had declined to 57, swapping back...

Use a 2x leveraged stock fund for the 'stock' third. Thirds each 2x stock, gold, cash Gold in hand, safest cash (T-Bills/short term treasury). Exposure of 66% stock, 33% gold, 33% cash, 33% borrowed (by the leveraged ETF). Reduced counter-party risk, benchmark to 67/33 stock/bond and better reward, ...

dualstow wrote: ↑Tue Jan 06, 2026 9:10 am80

Gold/Silver ratio 60.

Those that swapped gold for silver when GSR was 90 might swap back again and end up with 50% more gold.

P.S. Check out the “more than 500 pounds of precious metal” thread at b’heads. Yes, I saw that thread the other day. Apparently industrial demand for silver is high and junk silver is selling at a discount due to refiner backlog? I guess the lesson is if you're going to buy silver, don't buy the &q...

KAU (Kinesis gold) yield for 2025 indicated as being 4.38% https://i.postimg.cc/MH6Kv0tg/kinesis.png that's activity driven where much of that arose during March to July To earn that you do have to link a offline/cold wallet in, which is no different to making it online and the additional risks that...

I agree. It's dead to me. If you want digital gold, buy GLD. If you want a cryptocurrency, try Monero. Bitcoin via coinbase -> offline wallet binance using just a email to import the bitcoin and swap for monero then swap back for (different) bitcoin -> to offline wallet ... does break the bitcoin c...

But, just because someone is interested in the permanent portfolio, that doesn’t mean they’re going to wind up here. Let's face it, discussion forums (run on PHP, no less) are so 90s. These days all the cool kids are on TikTok or maybe Signal/Discord/Slack chats. ... where they perceive stocks and ...

ibit is 2% of the portfolio. i wouldn’t sit on more than not no matter whether i thought it was headed up or down . its more like a tech stock then alternative now Bitcoin blockchain is now too controlled/regulated, you have to verify any bitcoin you receive is 'clean' or otherwise risk losing it w...

What's driving silver now? Impending supply shock as the LBMA's (now mostly the COMEX's) silver ocean continues to evaporate. Silver stockpiles have also slumped in China (Shanghai). China restricts the Chinese to only selling gold to the state an treats silver much the same as gold, and has permit...

Neither fiat or gold standards are ideal, both have flaws, ... Governments suffer fiscal restraints under gold standards / sound money. People suffer stealth wealth theft via inflation under fiat currency systems. The choice seems easy to me. We seem to be transitioning to a bi era, some of both, w...

1750 - 1850 and the British Pound was a major international trade settlement currency as it was gold. A Pound was a gold Sovereign coin, a little under a quarter of ounce of gold. So the Pound and gold remained at around GBP 4.25/oz. Inflation was near zero Interest rates were typically around 4%, ...

Three quick questions: One, is there any reason almost all of their strategies--including this one--seem to only go back to 1970 (i.e. only be backtested back to that date), or 1972, or 1973? I would be very suspicious of any backtest that went back past the early 1970s, as the nature of money was ...

👉 Have these economic environments really happened 25% of the time each? 📊 Not exactly. Historical data for the U.S. (since 1900) and Europe (mainly post-1950) tells a different story: ⸻ 🔍 Historical Occurrence of Each Scenario 🇺🇸 United States (NBER, CPI, FRED data): • 🔹 Expansion (GDP growth, low...

everything would feel different if gold was legal tender or there was something backed by gold. I think this would be a key step in restoring responsible behavior by banks That's why it wont happen. ps buy boglercoin Fiat enables fine adjustments to direct glide paths rather than slamming into a wa...

i can see a 50/20/20/10 for retirement 50% equities, 20% gold/bitcoin , maybe 16% gold 4% bitcoin , 20% split between vgsh and vtip and then 10% cash At times the domestic currency might relatively strengthen, assets (stocks/commodities) decline, such as was the case for Japan 2008 (global financia...