2012 Predictions Thread

General Discussion on the Permanent Portfolio Strategy

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craigr
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2012 Predictions Thread

Post by craigr »

Calling all market prognosticators, put down your specific and easily verified market predictions here.

Think stocks are going to go up? Put down your percentage.

Think gold is going to tank? Put down by how much.

Can bond yields go any lower? Put down where they will end the year.

Will the Euro finally blow up? Put down your timeframe.

Etc.

Unlike other market gurus, you're not allowed put down weasel words like "I see a market weakness that could lead to a decline followed by a possible rally later." You have to be specific!

We will revisit this thread next December to see where everyone came out. Any predictions or changes to predictions after January 15, 2012 are null and void.

Happy New Year!
Last edited by craigr on Sat Dec 31, 2011 7:32 pm, edited 1 time in total.
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AdamA
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Re: 2012 Predictions Thread

Post by AdamA »

LTT's to 2.5%

Everything else stays flat.
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Re: 2012 Predictions Thread

Post by TripleB »

Here's my prediction:

Gold down 25%
LTT down 15%
US Stocks up 12%
International Stocks up 20%

PP down 6%
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Re: 2012 Predictions Thread

Post by Gumby »

Tons of volatility and a 2012 crash (thanks Europe!).

Gold up 10%
LTT up 12%
US Stocks down 4%

US slips into a recession sometime during 2012 (although, the recession data for 2012 may not exist until 2013)
Nothing I say should be construed as advice or expertise. I am only sharing opinions which may or may not be applicable in any given case.
FarmerD
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Re: 2012 Predictions Thread

Post by FarmerD »

The PP will endure a roller coaster ride with wildly gyrating parts but settles down by years's end:

LTT +10%
Stocks -10%
Gold +5%
cash +1
PP overall squeezes out a tiny1.5% gain.

 
Reub
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Re: 2012 Predictions Thread

Post by Reub »

If I knew what was going to happen I wouldn't need the PP!
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Re: 2012 Predictions Thread

Post by FarmerD »

Reub wrote: If I knew what was going to happen I wouldn't need the PP!
For confirmation of the PP, put down your best guesses.  Next December 31, the vast majority of people making their forecasts will prove wrong, perhaps wildly so.  Then people unsure of the PP will see it's probably best to leave prognostication to the Jim Cramers and Miss Cleos of the investment world. 

This is actually a very healthy exercise. 
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Re: 2012 Predictions Thread

Post by Freedom_Found »

I have to agree pretty much 100% with Triple B. We've seen large inrushes into gold and TLT, based on emotional "alarm" of what people think is "supposed to" or going to happen in the market. When the "panic" subsides, that money will begin to be taken out, and the large gains which have been caused by those inrushes will cause the price to come down. Whether that happens this year will remain to be seen.

By any chance, was this same exercise done last year? Sure would be fun to check the results.
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Re: 2012 Predictions Thread

Post by TripleB »

About 2 years ago I predicted the fall of LTTs (mid 2009) and I was dead wrong. Sobering experience. One that led me to finally go full into the PP.
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craigr
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Re: 2012 Predictions Thread

Post by craigr »

You have to pony up hard numbers. Doesn't need to be on any Permanent Portfolio Asset. It can be silver, copper, emerging market bonds, bail bonds, etc. Don't be shy!*

Ok, the person with the most accurate guesses will get a special prize from me. Really. It's so special I don't even know what it is yet, but I promise you'll get something for playing if you do the best.


* - Yeah I'm not posting anything. I'm staying neutral in this.
Last edited by craigr on Sun Jan 01, 2012 5:47 pm, edited 1 time in total.
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ozzy
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Re: 2012 Predictions Thread

Post by ozzy »

I predict silver will fall to under $19 per ounce.
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6 Iron
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Re: 2012 Predictions Thread

Post by 6 Iron »

Gold even (but highly volatile over the year)
US stocks +15%
LT Bonds  -20%
ST T Bills.  -1%

Permanent Portfolio -2%

(as of 12/31/2012)

My prediction is that this year will be tough for our portfolio, but will still provide great opportunities in the long run for adding new money, if one can stay disciplined.
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Jan Van
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Re: 2012 Predictions Thread

Post by Jan Van »

Everything will go down by 100%.

2012... Mayan bla bla...

Should be easily verifiable. Or not at all.
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Reub
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Re: 2012 Predictions Thread

Post by Reub »

Gold up 15%
TLT up 15%
VTI down 10%
SHY up 1%

"So it shall be written..."
D

Re: 2012 Predictions Thread

Post by D »

PP up 7-8%
PP67
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Re: 2012 Predictions Thread

Post by PP67 »

goldfinger
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Re: 2012 Predictions Thread

Post by goldfinger »

Stock -30%
Gold -20%
Bond +50%

Cash is King
gap
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Re: 2012 Predictions Thread

Post by gap »

Gold +15%
LT Bond + 5%
Stocks +25%
Cash 2%
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Re: 2012 Predictions Thread

Post by Ad Orientem »

Gold +5 to 10%
Stocks -10%
LTT +20%

Leonardo DiCaprio wins best actor for playing J Edgar Hoover
The NY Mets win the World Series in six games over the Texas Rangers
Mitt Romney (gag) wins the GOP nomination for president and loses in the general election to Obama when Ron Paul voters and Evangelical Protestants refuse to back him.
Trumpism is not a philosophy or a movement. It's a cult.
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Lone Wolf
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Re: 2012 Predictions Thread

Post by Lone Wolf »

I'll go with:

Stocks -15%
LT Bonds +10%
Gold +25%
Cash +1%

Permanent Portfolio +5.25%
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AdamA
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Re: 2012 Predictions Thread

Post by AdamA »

Reub wrote: Can I wait until the end of December to make my predictions?  :)
Just make them now and then claim you were right in December, no matter what the reality is.
"All men's miseries derive from not being able to sit in a quiet room alone."

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Re: 2012 Predictions Thread

Post by Storm »

I'll go with stocks +15%
LT Bonds -20%
Gold +25%
Cash +1%
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Re: 2012 Predictions Thread

Post by murphy_p_t »

silver to hit $60 @ some time in next 12 months
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Re: 2012 Predictions Thread

Post by BugMan »

VTI +15%
GLD +8%
TLT +7%
SHY +1%

PRPFX +7%

Boston Bruins will win the Stanley Cup (again)
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2012 Predictions Thread

Post by PP67 »

As of 12/14/2012, a GLD/TLT/VTI/SHY portfolio is 6.9% YTD...

If it holds, Bugman will have won the Rule #4 Prognosticator of The Year Award for 2012 with his 7% prediction...

The "fiscal cliff" might still have a play though before the year is out...

Stay tuned!
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