Discussion of the Cash portion of the Permanent Portfolio
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Jack Jones
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by Jack Jones Tue Oct 28, 2025 9:05 am
2026 - Year of Cash! To the moon!
ochotona
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by ochotona Tue Oct 28, 2025 11:14 am
But rates are going down... in the moon going down?
dualstow
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by dualstow Tue Oct 28, 2025 12:25 pm
Why "regime," Jack?
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Smith1776
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by Smith1776 Tue Oct 28, 2025 1:29 pm
I love the word 'regime'.
It's so geopolitical.
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Jack Jones
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by Jack Jones Tue Oct 28, 2025 2:51 pm
dualstow wrote: ↑ Tue Oct 28, 2025 12:25 pm
Why "regime," Jack?
It had to rhyme with:
- Stock Scream Room
- Bond Dream Room
ochotona wrote: ↑ Tue Oct 28, 2025 11:14 am
But rates are going down... in the moon going down?
I could see all the other assets tanking next year. Stocks are overpriced, gold has been on a tear, bond yields could rise. Which leaves Cash as the least bad vehicle for a moon landing.
dualstow
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by dualstow Tue Oct 28, 2025 6:11 pm
I can’t help but think of a “Cash Cream” room because it’s dinnertime.
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welderwannabe
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by welderwannabe Mon Nov 03, 2025 12:14 pm
As Tom Keene at Bloomberg used to say, he is 'all in' on triple leveraged all cash.
dualstow
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by dualstow Mon Nov 03, 2025 1:58 pm
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