Author: David Merkel

The Permanent Portfolio – Pros And Cons

The Permanent Portfolio – Pros And Cons

I will admit, when I first read about the Permanent Portfolio in the late-80s, I was somewhat skeptical, but not totally dismissive.  Here is the classic Permanent Portfolio, equal proportions of: S&P 500 stocks The longest Treasury Bonds Spot Gold […]

geralt / Pixabay

On the Pursuit of Economic Growth

I wrote this to summarize my thoughts from a chat session that I was able to participate in at Thompson Reuters Global Markets Forum yesterday.  It was wider ranging than this, but was a very enjoyable time.  Thanks to Manoj […]