Quiet board - time to buy?

General Discussion on the Permanent Portfolio Strategy

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mathjak107
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Re: Quiet board - time to buy?

Post by mathjak107 »

the dick in georgia is back .

why not take a hike and stay out of my conversations with your useless comments

no one needs your dumb ass comments. you really are a worthless contributor here and only serve to spew insults
dockinGA
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Re: Quiet board - time to buy?

Post by dockinGA »

mathjak107 wrote: Wed Oct 01, 2025 5:45 pm the dick in georgia is back .

why not take a hike and stay out of my conversations with your useless comments

no one needs your dumb ass comments. you really are a worthless contributor here and only serve to spew insults
Feel free to contradict anything I said in this to continue "your" conversation.
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mathjak107
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Re: Quiet board - time to buy?

Post by mathjak107 »

i wouldn’t waste my time replying to any of your comments any further

your a dick and i don’t converse with morons like you other than to say you are a dick

you bring nothing of value to this forum except harassment and insults
dockinGA
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Re: Quiet board - time to buy?

Post by dockinGA »

mathjak107 wrote: Thu Oct 02, 2025 2:42 pm i wouldn’t waste my time replying to any of your comments any further

your a dick and i don’t converse with morons like you other than to say you are a dick

you bring nothing of value to this forum except harassment and insults
Excellent response to keep the discussion moving. Full of harassment and insults.

At least your comment a few days ago made it clear that you understand your role on this site: Keeping "your" conversations moving. Nevermind the fact that those discussions started out not involving you at all, but eventually the original posters give up and let you have the floor. Oh well. I guess we have our answer as to why the message board is quiet. I'll check back in a few months to see if you've taken your investing expertise some place else.
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mathjak107
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Re: Quiet board - time to buy?

Post by mathjak107 »

take your bull shit elsewhere if you don’t like what’s said
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Xan
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Re: Quiet board - time to buy?

Post by Xan »

Fellas... Could we be civil please? Mathjak, regardless of how it's presented, could you consider that dockinGA might have a valid point about monopolizing conversations? dockinGA, your actual issues are being obscured by your rudeness and personal attacks.
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Hal
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Re: Quiet board - time to buy?

Post by Hal »

While waiting for some more posts, here is some light reading. Enjoy!

https://honors.libraries.psu.edu/files/ ... sions/1584
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Re: Quiet board - time to buy?

Post by dualstow »

Hal wrote: Mon Oct 06, 2025 12:14 am While waiting for some more posts, here is some light reading. Enjoy!

https://honors.libraries.psu.edu/files/ ... sions/1584
Nice!
. . Gold is savings
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seajay
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Re: Quiet board - time to buy?

Post by seajay »

Jack Jones wrote: Tue Sep 09, 2025 9:03 am
  • Due to the fact that taxes are levied against nominal gains, the government scoops up most of the wealth generated through compounding.
  • Maxing out Roth contributions is still worthwhile.
  • Don't contribute to 401k past company match.
  • Buy gold with the rest
Thoughts?
Taxing nominal gains is a wealth tax, if the price of a asset just paces inflation but you pay tax on the nominal 'gain' you're left with less real wealth. Inflation is another form of taxation, print/spend money and all other notes in circulation are worth less. Some consider that to be unreasonable, legally legal buy morally wrong. Fair taxes are reasonable, excessive taxes are ... theft. Individuals who opine such might be more inclined to prefer bearer/in-hand assets, such as gold, bought with cash that nobody else knows about, (maybe many years) later when sold withdrawing hard-cash from a bank account to 'buy' that gold - perhaps at a garage sale, that is then sold on to a dealer in return for a bank transfer/credit for little/no gain. Where they alone control that value, can physically pass it on to others without any other third party involvement. Unlike bank deposits/savings/investment account where others are involved, typically operating under state licence and where in order to remain compliant they might even freeze/confiscate the value at any time as instructed by the state.

The rise of blockchain is in part a reflection of such state controls/actions. Bitcoin for instance might be considered as a form of 3x leverage tech stock holding, so you might hold just a third of the amount in that as you'd otherwise invest in a stock index fund. The other two thirds perhaps in short term treasury's. Instead of treasury bonds you might hold stable coin, that is staked in a diverse manner to perhaps similar interest/effect. A form of synthetic PP of sorts via 8% bitcoin, 25% physical gold, 67% stable coin that's staked and perhaps yields similar returns to treasury bonds. But where the gold and private keys to the crypto are all in-hand.

Bitcoin became more main-stream in 2021 and since then (to the end of September 2025) ...

https://www.portfoliovisualizer.com/bac ... tRH8JRwMg4

Code: Select all

Portfolio           CAGR    Stdev   Best Year  Worst Year    MaxDrawdown
	
PP                  6.75%   8.34%   17.38%     -11.79%       -15.11%

8/25/67
Bitcoin/Gold/Cash   11.09%  7.44%   19.55%      -3.81%        -9.22%
(assumption that staked stablecoin or suchlike yielded similar/same rewards as cash deposits). Staking involves counter party risk, so in practice typically yields are higher, but so also are the default risks, where at least in concept the higher yields offsets the defaults.

Image

It's not just individuals who are transitioning away from fiat and into bearer/in-hand assets, but entire countries, globally. Having seen how Russia was locked out from SWIFT (international trade settlements) they became fearful that the same could at any time be applied to them, and in Trumps case - potentially on a whim.
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Re: Quiet board - time to buy?

Post by Jack Jones »

seajay wrote: Wed Oct 15, 2025 3:40 pm Individuals who opine such might be more inclined to prefer bearer/in-hand assets, such as gold, bought with cash that nobody else knows about, (maybe many years) later when sold withdrawing hard-cash from a bank account to 'buy' that gold - perhaps at a garage sale, that is then sold on to a dealer in return for a bank transfer/credit for little/no gain.
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