The Bond Dream Room

Discussion of the Bond portion of the Permanent Portfolio

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Cortopassi
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Re: The Bond Dream Room

Post by Cortopassi » Wed Jun 13, 2018 9:32 am

ochotona wrote:
Wed Jun 13, 2018 6:11 am
DoubleLine thinks 10 year going to 6% in a few years. Oil to $90. Recession risk 2020.
Then I will quit the PP and put everything into CDs... :)
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ochotona
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Re: The Bond Dream Room

Post by ochotona » Wed Jun 13, 2018 12:33 pm

Cortopassi wrote:
Wed Jun 13, 2018 9:32 am
ochotona wrote:
Wed Jun 13, 2018 6:11 am
DoubleLine thinks 10 year going to 6% in a few years. Oil to $90. Recession risk 2020.
Then I will quit the PP and put everything into CDs... :)
Me too!
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pugchief
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Re: The Bond Dream Room

Post by pugchief » Wed Jun 13, 2018 12:56 pm

ochotona wrote:
Wed Jun 13, 2018 12:33 pm
Cortopassi wrote:
Wed Jun 13, 2018 9:32 am
ochotona wrote:
Wed Jun 13, 2018 6:11 am
DoubleLine thinks 10 year going to 6% in a few years. Oil to $90. Recession risk 2020.
Then I will quit the PP and put everything into CDs... :)
Me too!
You are both liars. The only way 10y is going to 6% is if inflation is over 5%. Unlikely. And if it is, you will still want the PP.
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dualstow
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Re: The Bond Dream Room

Post by dualstow » Wed Jun 13, 2018 1:03 pm

Good point, pug. Well, the Fed just raised rates.
Stay tuned to my sig line for any breaking news. O0
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Dieter
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Re: The Bond Dream Room

Post by Dieter » Wed Jun 13, 2018 2:01 pm

If 10yr to 6% I might have a hard time reballancing into LTT....
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Tortoise
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Re: The Bond Dream Room

Post by Tortoise » Wed Jun 13, 2018 10:49 pm

pugchief wrote:
Wed Jun 13, 2018 12:56 pm
The only way 10y is going to 6% is if inflation is over 5%. Unlikely. And if it is, you will still want the PP.
Aren’t rising home prices, medical expenses, and college tuition a form of inflation?
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ochotona
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Re: The Bond Dream Room

Post by ochotona » Thu Jun 14, 2018 4:58 am

Tortoise wrote:
Wed Jun 13, 2018 10:49 pm
pugchief wrote:
Wed Jun 13, 2018 12:56 pm
The only way 10y is going to 6% is if inflation is over 5%. Unlikely. And if it is, you will still want the PP.
Aren’t rising home prices, medical expenses, and college tuition a form of inflation?
And rising asset prices?
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pugchief
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Re: The Bond Dream Room

Post by pugchief » Thu Jun 14, 2018 2:20 pm

Tortoise wrote:
Wed Jun 13, 2018 10:49 pm
pugchief wrote:
Wed Jun 13, 2018 12:56 pm
The only way 10y is going to 6% is if inflation is over 5%. Unlikely. And if it is, you will still want the PP.
Aren’t rising home prices, medical expenses, and college tuition a form of inflation?
Not if you are the US government and want to keep Social Security increases to a minimum.
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