Search found 2336 matches
- Tue May 05, 2020 7:20 pm
- Forum: Bonds
- Topic: Why should I buy Treasuries now?
- Replies: 46
- Views: 37299
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...
- Tue May 05, 2020 9:35 am
- Forum: Bonds
- Topic: I'm worried about stagflation and am selling all my bonds tomorrow.
- Replies: 70
- Views: 30223
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...
- Tue May 05, 2020 9:22 am
- Forum: Bonds
- Topic: I'm worried about stagflation and am selling all my bonds tomorrow.
- Replies: 70
- Views: 30223
Re: I'm worried about stagflation and am selling all my bonds tomorrow.
To add to what everyone else is saying... oil is by far the biggest weight You're not going to see any "inflation" in the official data until oil starts to go up. Very good point. These types of predications have a way of tricking everyone. Even though it seems like a no-brainer that we'd...
- Thu Apr 30, 2020 9:43 am
- Forum: Bonds
- Topic: I'm worried about stagflation and am selling all my bonds tomorrow.
- Replies: 70
- Views: 30223
Re: I'm worried about stagflation and am selling all my bonds tomorrow.
But they [the Fed] really only have any control over the short end of the curve. Didn’t the Fed start purchasing longer-term Treasuries (among other types of securities) in March? If they can purchase Treasuries of any duration, that means they can influence all parts of the yield curve, doesn’t it...
- Wed Apr 29, 2020 7:35 pm
- Forum: Bonds
- Topic: I'm worried about stagflation and am selling all my bonds tomorrow.
- Replies: 70
- Views: 30223
Re: I'm worried about stagflation and am selling all my bonds tomorrow.
If the Fed's incentive to fight inflation no longer exists, why would they ever let Treasury rates rise significantly? There would be no benefit to the government. But they really only have any control over the short end of the curve. I agree that at some point there may be less demand, but I'm not...
- Wed Apr 29, 2020 7:09 pm
- Forum: Bonds
- Topic: I'm worried about stagflation and am selling all my bonds tomorrow.
- Replies: 70
- Views: 30223
Re: I'm worried about stagflation and am selling all my bonds tomorrow.
Hard to have inflation with such a high unemployment rate, I think. Well that is what many people believe. But I am pretty sure they are wrong. We already have had a big inflation in food prices. But prices going up due to issues of supply and demand is different than prices going up due to inflati...
- Wed Apr 29, 2020 1:51 pm
- Forum: Bonds
- Topic: I'm worried about stagflation and am selling all my bonds tomorrow.
- Replies: 70
- Views: 30223
Re: I'm worried about stagflation and am selling all my bonds tomorrow.
The price of food consumed at home, however, was up 0.5% from February. That was on top of a 0.5% increase the prior month. The report states: "The index for dairy and related products increased 3.7 percent over the last year. The index for meats, poultry, fish, and eggs rose 2.3 percent, with...
- Wed Apr 29, 2020 1:46 pm
- Forum: Bonds
- Topic: I'm worried about stagflation and am selling all my bonds tomorrow.
- Replies: 70
- Views: 30223
- Sat Apr 25, 2020 10:58 am
- Forum: Permanent Portfolio Discussion
- Topic: William Bernstein on the Permanent Portfolio
- Replies: 27
- Views: 11518
Re: William Bernstein on the Permanent Portfolio
For those of who have never prior seen this: Efficient Frontier William J. Bernstein Wild about Harry http://www.efficientfrontier.com/ef/0adhoc/harry.htm I read that post 10 years ago prior to investing in the PP. It's a great post because it looks at the PP through the lens of modern portfolio th...
- Sat Apr 18, 2020 6:24 pm
- Forum: Cash
- Topic: Vanguard and Fidelity Treasury MM funds closed to new investors
- Replies: 16
- Views: 7251
Re: Vanguard and Fidelity Treasury MM funds closed to new investors
What's the old saw about cash being king? Read through this article to see the scale of the inflows they've been dealing with at Vanguard alone. Pretty breathtaking. https://finance.yahoo.com/news/vanguard-latest-close-money-fund-204744970.html I note that that last time Vanguard closed their Treas...
- Fri Apr 10, 2020 6:27 pm
- Forum: Bonds
- Topic: Why should I buy Treasuries now?
- Replies: 46
- Views: 37299
Re: Why should I buy Treasuries now?
It was only when I embarked on my forum archeology, I then discovered that Tex was Craig's equal. And, actually, upon joining this forum, it was Tex to whom I sent my first private message, thanking him for the book. At that time, I was unaware that he'd basically stopped participating. Vinny When ...
- Wed Apr 08, 2020 12:02 pm
- Forum: Bonds
- Topic: EE Bonds = 3.5% 20-Year Treasury
- Replies: 13
- Views: 5641
Re: EE Bonds = 3.5% 20-Year Treasury
If you hold EE bonds for 20 years they are guaranteed to double.
So they have a guaranteed rate of 3.5% (if held that long).
Too bad you can only buy $10K/year.
So they have a guaranteed rate of 3.5% (if held that long).
Too bad you can only buy $10K/year.
- Wed Apr 08, 2020 11:28 am
- Forum: Bonds
- Topic: EE Bonds = 3.5% 20-Year Treasury
- Replies: 13
- Views: 5641
Re: EE Bonds = 3.5% 20-Year Treasury
If you hold EE bonds for 20 years they are guaranteed to double.
So they have a guaranteed rate of 3.5% (if held that long).
So they have a guaranteed rate of 3.5% (if held that long).
- Tue Mar 31, 2020 9:18 pm
- Forum: Gold
- Topic: Perth Mint Online Depository Program
- Replies: 33
- Views: 22965
Re: Perth Mint Online Depository Program
I think it's all still accessible, but I did get this confusing email from the Perth Mint a few days ago. There’s no doubt COVID-19 is having a huge impact on us all. At The Perth Mint, our focus is on the health and wellbeing of our staff as well as the continued service to our customers throughout...
- Sat Mar 28, 2020 6:30 pm
- Forum: Permanent Portfolio Discussion
- Topic: YouTube: Harry Browne's The Money Show
- Replies: 13
- Views: 6673
Re: YouTube: Harry Browne's The Money Show
I sent a message to Harry Browne's wife and she gave me permission to upload his money show to YouTube. I followed the infamous Boglehead thread, the second part and then found myself here at this forum. His radio show was linked several times in the thread but was always a dead link, I was able to...
- Sat Mar 28, 2020 4:01 pm
- Forum: Permanent Portfolio Discussion
- Topic: Trying to make sense of PRPFX performance
- Replies: 10
- Views: 4941
Re: Trying to make sense of PRPFX performance
That seems pretty awful, so did the dividends really account for a 10% gain over that timeframe? Or do you think I may have made a mistake somewhere in tracking my account balances? It paid out pretty steep dividends in 2013 - 2015, so it's probably close to accurate. It's hard to track PRPFX. I'd ...
- Tue Mar 24, 2020 10:17 am
- Forum: Permanent Portfolio Discussion
- Topic: My first bear market and I'm sleeping tight
- Replies: 9
- Views: 3530
Re: My first bear market and I'm sleeping tight
Now to be clear, I am definitely worried about whether my current client will retain my services. It's a heads-or-tails situation whether they will. But in the meantime, due to the huge cash portion in the PP and the relatively limited losses, I slept like a baby . The cash position in the PP is ge...
- Fri Mar 20, 2020 7:13 pm
- Forum: Permanent Portfolio Discussion
- Topic: PP vs. real gold bugs
- Replies: 26
- Views: 9112
Re: PP vs. real gold bugs
I read about 3 posts and thanked God I found Craig's podcast 10 years ago.dualstow wrote: ↑Thu Mar 19, 2020 6:52 pmGreat thread.Libertarian666 wrote: ↑Thu Mar 19, 2020 6:19 pm https://www.bogleheads.org/forum/viewto ... 2#p5113582
- Mon Mar 09, 2020 11:19 am
- Forum: Permanent Portfolio Discussion
- Topic: Stay cool...
- Replies: 39
- Views: 19906
Re: Stay cool...
Thanks for the timely and thoughtful post Craig! It's also an opportune moment to thank you for introducing me to the Permanent Portfolio and Harry Browne many years ago on that epic thread over on the Bogleheads forum. Your writing has been a remains a light in the darkness and has saved me from m...
- Wed Nov 06, 2019 10:10 am
- Forum: Variable Portfolio Discussion
- Topic: MCD
- Replies: 24
- Views: 10935
Re: MCD
Steve Easterbrook’s out. He was a wonderful CEO. His relationship with an employee was consensual, but it violated company policy, so he’s fired. Now I have to “fire” McDonald’s from my portfolio. Too bad, it was among my favorite stocks. 'Buy into a business that's doing so well an idiot could run...
- Wed Oct 30, 2019 8:03 pm
- Forum: Permanent Portfolio Discussion
- Topic: What is your current portfolio?
- Replies: 35
- Views: 28149
Re: What is your current portfolio?
Regular PP for 9 peaceful years.
- Wed Oct 30, 2019 8:01 pm
- Forum: Other Discussions
- Topic: Books?
- Replies: 133
- Views: 52067
Re: Books?
Cherry Nico Walker
Above the Line Urban Meyer
Catch and Kill Ronan Farrow
Above the Line Urban Meyer
Catch and Kill Ronan Farrow
- Mon Sep 30, 2019 8:32 am
- Forum: Permanent Portfolio Discussion
- Topic: Gold / Stock / Bonds at highs or near highs?
- Replies: 95
- Views: 65395
Re: Gold / Stock / Bonds at highs or near highs?
I am looking at where each of the three investments currently are and it seems that two - stock and bonds - are at the all time highs while gold is near an all-time high. This certainly goes counter to buy high / sell low. If you search the term "all time high" on this forum, you'll get 1...
- Wed Aug 07, 2019 8:36 pm
- Forum: Permanent Portfolio Discussion
- Topic: What have we learned over last 10 years?
- Replies: 42
- Views: 36418
Re: What have we learned over last 10 years?
Thanks!
I still lurk regularly. Just don't have much to add, so not a big poster these days.
I still lurk regularly. Just don't have much to add, so not a big poster these days.
- Wed Aug 07, 2019 8:26 pm
- Forum: Permanent Portfolio Discussion
- Topic: What have we learned over last 10 years?
- Replies: 42
- Views: 36418
Re: What have we learned over last 10 years?
What's the startup?