Hello 2026

[craigr]

Hi All,

I do occassional lurking, but wanted to post and say hello to all. I'm still doing my Permanent Portfolio and have been to the US several times for work and see family. Things in the US (and New Zealand) have gotten very expensive as all the govt. spending is catching up and the bill is due. It has been interesting watching gold work as an inflation indicator as always.

Hopefully things can come under control, but the history of these currency systems is not very good. At least those in the US can rest easy knowing that New Zealand is managing their currency and debt just as badly as everyone else.

Portfolio wise things look good and I need to rebalance from gold. I overweight stocks with my VP and they have been pulling their own so no complaints. The cash and bonds have gotten pummeled a bit due to inflation and real rates of return. Eventually the worm will torn so I'll just hold my nose and do the purchases.

I hope you all are doing well. Happy New Year!

-- Craig

[Smith1776]

The legend himself returns!

I was just re-listening to your interview on the Value Stock Geek podcast.

I hope you are doing well, my friend. As always, thanks for starting this forum and all of your community contributions throughout the years. I hope 2026 is great for you!

[I Shrugged]

What Smith said.

[Hal]

Greetings from Australia Craig,

Things across the Tasman Sea are interesting as well. Do a search on Australian house prices!

All the best and thanks for saying hello to everyone.

[Smith1776]

Do you guys remember that one particular interview that Craig did about the PP where he mentioned his thoughts on Bitcoin?

If I recall, that particular interview was on the shorter side. Perhaps 20 to 30 minutes long. He mentioned that he didn't like the idea of Bitcoin as a long-term store of value due to the history of cryptographic standards being compromised and outmoded over time.

Anyone know what I'm talking about or have a link? I can't seem to find that particular interview anymore.

[Smith1776]

Also, side note, I did manage to find another interview of his that I didn't know about:

https://www.thesurvivalpodcast.com/rowl ... -portfolio

[dualstow]

…
It has been interesting watching gold work as an inflation indicator as always.
…
Portfolio wise things look good and I need to rebalance from gold. I overweight stocks with my VP and they have been pulling their own so no complaints.

Happy New Year

[coasting]

Do you guys remember that one particular interview that Craig did about the PP where he mentioned his thoughts on Bitcoin?

If I recall, that particular interview was on the shorter side. Perhaps 20 to 30 minutes long. He mentioned that he didn't like the idea of Bitcoin as a long-term store of value due to the history of cryptographic standards being compromised and outmoded over time.

Anyone know what I'm talking about or have a link? I can't seem to find that particular interview anymore.

You are thinking of this one? He talks about cryptocurrencies towards the end of the interview.
The Security Analysis Podcast
Craig Rowland: The Permanent Portfolio
https://www.securityanalysis.org/p/crai ... -portfolio

[Xan]

Hi All,

I do occassional lurking, but wanted to post and say hello to all. I'm still doing my Permanent Portfolio and have been to the US several times for work and see family. Things in the US (and New Zealand) have gotten very expensive as all the govt. spending is catching up and the bill is due. It has been interesting watching gold work as an inflation indicator as always.

Hopefully things can come under control, but the history of these currency systems is not very good. At least those in the US can rest easy knowing that New Zealand is managing their currency and debt just as badly as everyone else.

Portfolio wise things look good and I need to rebalance from gold. I overweight stocks with my VP and they have been pulling their own so no complaints. The cash and bonds have gotten pummeled a bit due to inflation and real rates of return. Eventually the worm will torn so I'll just hold my nose and do the purchases.

I hope you all are doing well. Happy New Year!

-- Craig

Great to hear from you, Craig!

[frugal]

All the best Craig !

Where is the other M.Tex?

You should come every month to write one paragraph only…

The forum misses you

[Smith1776]

Do you guys remember that one particular interview that Craig did about the PP where he mentioned his thoughts on Bitcoin?

If I recall, that particular interview was on the shorter side. Perhaps 20 to 30 minutes long. He mentioned that he didn't like the idea of Bitcoin as a long-term store of value due to the history of cryptographic standards being compromised and outmoded over time.

Anyone know what I'm talking about or have a link? I can't seem to find that particular interview anymore.

You are thinking of this one? He talks about cryptocurrencies towards the end of the interview.
The Security Analysis Podcast
Craig Rowland: The Permanent Portfolio
https://www.securityanalysis.org/p/crai ... -portfolio

Ah, indeed it is that one. Thank you!