Search found 1353 matches
- Thu Mar 23, 2023 5:40 am
- Forum: Permanent Portfolio Discussion
- Topic: International PP / theory
- Replies: 11
- Views: 3459
Re: International PP / theory
Good evening Witchcraft, Congratulations on your first post. It's late here in Australia so I will be brief. For my purposes I use Smithys GoldSmith portfolio (see footnote) and a retirement fund consisting of 2:1 International Fixed Interest (Hedged to AUD) to International Equities and 25% Gold ou...
- Wed Mar 22, 2023 9:35 pm
- Forum: Permanent Portfolio Discussion
- Topic: I'M OUT!
- Replies: 64
- Views: 79041
Re: I'M OUT!
For my pennies worth.... It's always good to have a plan B. For me, I plan to switch over to the BelangP portfolio when I consider the PP is no longer viable. HB said himself in his radio show, that if everything went to to pieces you would still have 25% Gold. What he didn't say was how not to reba...
- Sun Mar 05, 2023 12:08 am
- Forum: Bonds
- Topic: Interesting Bond diversification tool
- Replies: 0
- Views: 2932
- Fri Mar 03, 2023 2:57 pm
- Forum: Gold
- Topic: Why do they say gold isn't a hedge against inflation?
- Replies: 17
- Views: 7198
Re: Why do they say gold isn't a hedge against inflation?
Interesting read Seajay - Thanks.
Some more history
https://www.parliament.uk/about/living- ... -standard/
Some more history
https://www.parliament.uk/about/living- ... -standard/
- Thu Mar 02, 2023 9:36 am
- Forum: Gold
- Topic: Why do they say gold isn't a hedge against inflation?
- Replies: 17
- Views: 7198
Re: Why do they say gold isn't a hedge against inflation?
It sure is helping in Australia !
- Fri Feb 24, 2023 9:17 pm
- Forum: Permanent Portfolio Discussion
- Topic: Defensive moves when lunatics are running the asylum?
- Replies: 20
- Views: 5223
Re: Defensive moves when lunatics are running the asylum?
There is a good argument that it truly is different this time. Different in the sense that the Fed is being presented with a Hobson's choice from which there is likely no good outcome--and different in the sense that the global elite appear to actually be TRYING to take down the economy. That said,...
- Tue Feb 21, 2023 9:20 pm
- Forum: Other Discussions
- Topic: Dawg Pound
- Replies: 292
- Views: 125095
- Thu Feb 16, 2023 7:12 am
- Forum: Other Discussions
- Topic: ChatGPT and what it means for our future
- Replies: 135
- Views: 58814
Re: ChatGPT and what it means for our future
Forgive me, but I'm having a hard time understanding why this ChatBot thing is anything but a glorified version of my long-lost doll. At least Chatty Cathy had something edifying to say. Well, they still sell Talky Tina ::) https://www.youtube.com/watch?v=Bc9HtdMDvZM No explanation needed for Twili...
- Mon Feb 13, 2023 7:50 pm
- Forum: Other Discussions
- Topic: Politically incorrect but....
- Replies: 4
- Views: 1452
Re: Politically incorrect but....
- Fri Feb 10, 2023 6:03 pm
- Forum: Permanent Portfolio Discussion
- Topic: The Peter Schiff portfolio: an evolutionary offshoot of the PP
- Replies: 100
- Views: 30020
Re: The Peter Schiff portfolio: an evolutionary offshoot of the PP
I strongly suggest the kitces video for understanding this fact . It should be required watching for anyone who wants to understand just what the term means https://www.youtube.com/watch?v=7sUl_04g-CQ Thanks Mathjak, you've persuaded me to watch Kitces! I would imagine then it would still be safer ...
- Fri Feb 10, 2023 3:47 pm
- Forum: Permanent Portfolio Discussion
- Topic: The Peter Schiff portfolio: an evolutionary offshoot of the PP
- Replies: 100
- Views: 30020
Re: The Peter Schiff portfolio: an evolutionary offshoot of the PP
Adding some cash to Seajays allocation, say 50% SCV, 25% Gold (2:1 ratio) and 25% Cash gives *drumroll* 6.1% SWR.
- Wed Jan 25, 2023 7:54 pm
- Forum: Permanent Portfolio Discussion
- Topic: Solution for those on the fence between bogle or browne
- Replies: 9
- Views: 2879
Re: Solution for those on the fence between bogle or browne
As a UK based investor, Pounds in UK home, US dollars invested in US stock, gold non-fiat global currency is broad enough currency and asset diversity. As well as reduced counter-party risk (house and gold in-hand). Similar to what the Talmud advocated millennia ago. Not a terrible choice. If you a...
- Sun Jan 22, 2023 1:03 am
- Forum: Other Discussions
- Topic: Old Computers
- Replies: 17
- Views: 1233
Re: Old Computers
There are some old games I really want to play. Shogo, Rainbox Six, Swat 2, Warcraft 2, and others. I was thinking of buying an old Windows XP machine so that I could play them natively again. Have you used an emulator and played them non-natively? Yeah... it's just not the same. There's almost alw...
- Fri Jan 20, 2023 4:11 pm
- Forum: Politics
- Topic: Tucker Carlson: Biden is Done
- Replies: 24
- Views: 6259
Re: Tucker Carlson: Biden is Done
The "Only source of truth" Jacinta Adern needs a new country to destroy. Vacancy coming up in USA!!
https://www.armstrongeconomics.com/inte ... t-resigns/
- Fri Jan 20, 2023 3:56 pm
- Forum: Other Discussions
- Topic: Old Computers
- Replies: 17
- Views: 1233
Re: Old Computers
...Sound Blaster I remember when I first got into PC building (this was like 2005 or so), it was a serious faux pas amongst enthusiasts to use onboard audio. To be fair, those sound blaster cards were REALLY good at creating spatial audio. The usual snide remark about onboard audio was "do you...
- Sun Jan 15, 2023 6:35 am
- Forum: Politics
- Topic: Babylon Bee
- Replies: 2
- Views: 644
Babylon Bee
Something lighthearted :D https://www.youtube.com/watch?v=hvKiQRYORyE and read the comments! <snip> Wait! My son WAS thrown out of economics class. The Teacher was advising the kids to get Credit cards "To start building your credit" at some point when asked "But wouldn't it be nice t...
- Sat Jan 14, 2023 2:53 pm
- Forum: Permanent Portfolio Discussion
- Topic: Defensive moves when lunatics are running the asylum?
- Replies: 20
- Views: 5223
Re: Defensive moves when lunatics are running the asylum?
but I do wonder what the defensive move(s) (if any) might be for PP or GB'ers holding nothing but Treasury debt. Maybe hold some international/corporate bonds? Is there a US version of something like this? => https://fund-docs.vanguard.com/ETF-Vanguard_Global_Aggregate_Bond_Index_Hedged_ETF_8200_FS...
- Sat Jan 14, 2023 3:47 am
- Forum: Other Discussions
- Topic: The Meme Thread
- Replies: 279
- Views: 256651
Re: The Meme Thread
https://www.youtube.com/watch?v=n5diMImYIIA.
For any young'uns reading this...
https://www.youtube.com/watch?v=YR5ApYxkU-U
Still remember that after more than 40 years!!
- Fri Jan 13, 2023 8:05 am
- Forum: Permanent Portfolio Discussion
- Topic: Dollar Milkshake Brent Johnson throwing nod to Permanent Portfolio
- Replies: 12
- Views: 4541
Re: Dollar Milkshake Brent Johnson throwing nod to Permanent Portfolio
Thanks Mathjak,
Appreciate your insights
Appreciate your insights
- Thu Jan 12, 2023 1:40 am
- Forum: Other Discussions
- Topic: The Meme Thread
- Replies: 279
- Views: 256651
Re: The Meme Thread
Smithy's dog before reading HB...
- Wed Jan 11, 2023 5:26 pm
- Forum: Permanent Portfolio Discussion
- Topic: Dollar Milkshake Brent Johnson throwing nod to Permanent Portfolio
- Replies: 12
- Views: 4541
Re: Dollar Milkshake Brent Johnson throwing nod to Permanent Portfolio
Developed RE are extremely correlated with Developed Equities. The 'Jacob the Rich' Portfolio is PP like. 25% Gold 25% Sovereigns (long duration for the volitility???) 25% Equities 25% RE I've always maintained that HB derived his portfolio with full knowledge of the aforementioned portfolio. That'...
- Wed Jan 11, 2023 4:57 am
- Forum: Other Discussions
- Topic: FOFOA's latest post
- Replies: 0
- Views: 1822
FOFOA's latest post
http://fofoa.blogspot.com
and his archives
https://matrixsentry.wordpress.com
You won't be reading this in five minutes!
and his archives
https://matrixsentry.wordpress.com
You won't be reading this in five minutes!
- Sat Jan 07, 2023 3:54 pm
- Forum: Cash
- Topic: Oxford Uni talk "Understanding Money"
- Replies: 6
- Views: 1977
Re: Oxford Uni talk "Understanding Money"
If you accept the premise that "this time is different," does the PP continue to make sense? It puzzles me that between this forum and the Bogleheads, there are a lot of smart people who don't seem to be terribly concerned about the big picture. Sometimes I wish that one of those people w...
- Sat Jan 07, 2023 1:34 am
- Forum: Politics
- Topic: Suspect HB would have approved
- Replies: 1
- Views: 769
Suspect HB would have approved
Stumbled across this
https://www.youtube.com/playlist?list=P ... SGw95IFa1t
Must admit I had a chuckle at some of the artwork.
https://www.youtube.com/playlist?list=P ... SGw95IFa1t
Must admit I had a chuckle at some of the artwork.