Search found 2322 matches

by AdamA
Thu Oct 15, 2020 7:12 am
Forum: Bonds
Topic: Ray Dalio on Bonds
Replies: 142
Views: 4897

Re: Ray Dalio on Bonds

People like schiff or Jim rogers have been talking about hyperinflation for almost a decade and a half now though with nothing like that even on the horizon. Will it arrive someday? Maybe. Japan has been trying to get inflation going for nearly 30 years now. There are a lot of disinflationary force...
by AdamA
Tue Oct 13, 2020 2:43 pm
Forum: Bonds
Topic: Ray Dalio on Bonds
Replies: 142
Views: 4897

Re: Ray Dalio on Bonds

I know Im a little late to the party here. But from a systematic perspective, wouldn't it make more sense to look at indicators that actually signal a bond reversal instead of just selling because rates are low and buying because they are high? What defines the subjective terms "low" and "high"? I ...
by AdamA
Mon Oct 05, 2020 12:56 pm
Forum: Bonds
Topic: Ray Dalio on Bonds
Replies: 142
Views: 4897

Re: Ray Dalio on Bonds

this is why i said above we need to stop with the mental masturbation by reading what was or used to be , or how things may have back tested and concentrate on how things are reacting going forward . driving and looking in the rear view mirror may not be a great idea . What do you guys think the wo...
by AdamA
Mon Sep 28, 2020 9:30 pm
Forum: Bonds
Topic: Ray Dalio on Bonds
Replies: 142
Views: 4897

Re: Ray Dalio on Bonds

ahhrunforthehills wrote:
Mon Sep 28, 2020 1:19 pm
.

The emotional decision that keeps them in the PP is probably better than the emotional decisions they would make without it.
Exactly.
by AdamA
Mon Sep 28, 2020 9:14 am
Forum: Bonds
Topic: Ray Dalio on Bonds
Replies: 142
Views: 4897

Re: Ray Dalio on Bonds

Well at least historically both bonds and stocks become correlated and go down as interest rates are rising...so 50% of your PP is not going to be doing well. Gold, who knows. It may help, it may not help. So that leaves cash. All of this is also somewhat influenced by how interest rates go up...so...
by AdamA
Mon Sep 28, 2020 8:02 am
Forum: Bonds
Topic: Ray Dalio on Bonds
Replies: 142
Views: 4897

Re: Ray Dalio on Bonds

mathjak107 wrote:
Mon Sep 28, 2020 6:47 am
A trend up in bond rates would inflict a lot of damage users never expected to see with the pp
Why?
by AdamA
Sun Sep 27, 2020 2:32 pm
Forum: Bonds
Topic: Ray Dalio on Bonds
Replies: 142
Views: 4897

Re: Ray Dalio on Bonds

Here's a link to a thread from this site from 10 years ago. Has anything really changed? https://www.gyroscopicinvesting.com/forum/viewtopic.php?f=3&t=1096&p=11740&hilit=crystal+ball#p11740 Well, kinda. We'd kill for the rates folks here were bitching about in 2011: https://www.macrotrends.net/2521...
by AdamA
Sun Sep 27, 2020 1:44 pm
Forum: Bonds
Topic: Ray Dalio on Bonds
Replies: 142
Views: 4897

Re: Ray Dalio on Bonds

Here's a link to a thread from this site from 10 years ago.

Has anything really changed?

viewtopic.php?f=3&t=1096&p=11740&hilit= ... all#p11740
by AdamA
Thu Aug 20, 2020 7:51 pm
Forum: Bonds
Topic: The death of nominal bonds? Implications for the PP?
Replies: 16
Views: 1099

Re: The death of nominal bonds? Implications for the PP?

What I know is that messing with the PP with proposed improvements rather than just trucking along with the strategy more often than not ends up with the person getting egg on their face. There just seems to be some intrinsic law in the universe that makes staying the course more profitable than th...
by AdamA
Thu Aug 20, 2020 5:44 pm
Forum: Bonds
Topic: The death of nominal bonds? Implications for the PP?
Replies: 16
Views: 1099

Re: The death of nominal bonds? Implications for the PP?

Does anyone think that it might be okay to just keep by long term treasuries, even with negative rates?

Maybe if rates continued to drop, you'd make up what you'd lose in interest with what you'd make in capital gains.
by AdamA
Tue May 05, 2020 7:20 pm
Forum: Bonds
Topic: Why should I buy Treasuries now?
Replies: 46
Views: 14497

Re: Why should I buy Treasuries now?

So you're saying you would do it then? You could keep them and buy more in the 15-20 year range with the goal of having 50% of your portfolio in 10-15 year treasury bonds in the next 5-10 years. 50% 10 year treasuries, 25% stock and 25% gold is another way to basically hold the PP. I think people h...
by AdamA
Tue May 05, 2020 9:35 am
Forum: Bonds
Topic: I'm worried about stagflation and am selling all my bonds tomorrow.
Replies: 71
Views: 6514

Re: I'm worried about stagflation and am selling all my bonds tomorrow.

It was almost exactly two months ago that tomfoolery was “sounding the alarm” in a thread called ‘The (PP) May Be About to Break’. The main culprit: long-term treasuries. But someone, somewhere has been sounding the alarm since the beginning. If it does eventually “break”, the person with the right...