It might be the Chinese developer defaults causing the tight money

China’s Restructuring Firms Staff Up for Record Wave of Defaults
https://archive.ph/eTu8G

I think so too. I found this quote from review of book: https://taylorpearson.me/bookreview/fail-safe-investing/ Stocks take advantage of prosperity. They tend to do poorly during periods of inflation, deflation, and tight money, but over time those periods don’t undo the gains that stocks achieve d...

I have heard recently that it is specifically a shortage of silver eagles being produced. The dealers get their allotment from the Treasury and then have to go to open market if that doesn't cover demand. The open market will only sell at higher premiums. This causes the average premium to be higher...

If you are potentially buying a house you might still keep larger chunk in cash outside of retirement account. https://m.investing.com/rates-bonds/u.s.-2-year-bond-yield 2 year Treasury paying 2.65 right now sure looks juicy. Hard to stomach buying a 30 year only paying 2.90. Doesn't seem worth the ...

Dxy up 12.59% in last year now. My understanding of what I have heard is all the dollar denominated debt is needing to be paid off. That causes the demand for the dollars and selling of everything else to get the dollars. The would include the selling of long bonds making rates go up there even thou...

https://youtu.be/FJ8AfnuhqA0

Gundlach still recommending Permanent Portfolio but replaces gold with commodities.

https://goldprice.org/gold-price-japan.html


Gold looks to be doing its job in Japan.

Up over 30% in a year.

https://www.investing.com/indices/usdollar I know there are lots of fears around the dollar losing reserve status and losing it's purchasing power. The DXY index has dollar up over 10% over the last year. Does anyone think this is no longer an accurate measurement? Where is capital flowing if not to...

MangoMan wrote: ↑Sun Apr 17, 2022 12:40 pm I'll bet that ^ guy gets lots of dates.

I bet you are right on this.

I am sure he has the needed parasite.

viewtopic.php?f=9&t=12576

Thanks for post. Michael Saylor is always entertaining to listen to. He hasn't convinced me quite yet but he makes you think.

$840 per $10000 over the next year if you buy now. No state income tax either. I don't believe the $840 number is correct though. Did you calculate that or just grab the number from the TipsWatch article at https://tipswatch.com/? Any I-Bonds purchased in April won't actually earn any interest unti...

Website isn't that bad once you get used to it. It does feel like a web gui on top of a unix terminal though.

$840 per $10000 over the next year if you buy now. No state income tax either.

A thought I realized. Cash is no doubt the hated asset right now. Seems like it could be the asset on sale right now then. U.S. 6M 1.1803 U.S. 1Y 1.7944 U.S. 2Y 2.5608 U.S. 3Y 2.7765 https://www.investing.com/rates-bonds/usa-government-bonds 2 year looks like a nice sweet spot at 2.56.

It is hard to see how this is true but the dollar dxy is up almost as much as tlt is down over last year.

https://www.marketwatch.com/investing/index/dxy

I also consider all savings a part of portfolio.

Stocks are the most tax efficient asset outside of a retirement account.

If you are able to, you can move stocks to cash inside retirement account to keep you in balance.

Weston Nakamura has some great insight on Japanese Yen and how it is important to price of US assets: https://www.youtube.com/watch?v=6H1SvJYhOGA The Japanese yen, long a safe haven, is not reacting to crisis this time around the way it has in the past. In fact, the yen just broke through a key long...

https://nypost.com/2022/04/03/new-yorke ... k-mandate/

Still mask mandating 2 year olds in NYC.

This can't make any sense to anyone.

Is there some grant or loan forgiveness to continue this? I can't understand any other reason.

I was thinking this was an April fool's joke but it was posted a few days ago. https://www.realclearscience.com/articles/2022/03/28/humans_infected_with_mind-altering_parasite_seen_as_more_attractive_823945.html CDC does state it is believed 40 million Americans are infected. https://www.cdc.gov/par...

Absolute steal of a deal on 3 year treasuries right now.

Treasuries are paying 2.55 % while 36 month CDs are paying mostly around 1.25%.

Is this just a complete lack of education? How can banks get any bites at these rates?

Looks like CNN took down their yield curve at link above? Odd.

Here is better one I found

https://www.investing.com/rates-bonds/u ... ment-bonds

Anyone have any good visuals of real time yield curve?

I found cnn money has pretty good one. It is missing 20 year though.

https://money.cnn.com/data/bonds/

I did buy some edv today with hopes to sell within a month for profit. Who knows though.

Anybody watching or reading any current stock bulls? I am curious to see their perspectives.


I keep hoping for a big bounce back but it keeps going lower.

Samsung has done this for awhile. I have never used it extensively. https://www.samsung.com/us/explore/dex/ Thanks. I went to and looked at the web site. It was not clear to me whether it only works with Samsung phones or any Android phones. I sent them that question. What phone do you have? This o...

Samsung has done this for awhile. I have never used it extensively. https://www.samsung.com/us/explore/dex/ Thanks. I went to and looked at the web site. It was not clear to me whether it only works with Samsung phones or any Android phones. I sent them that question. What phone do you have?