The Bond Dream Room
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- dualstow
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Re: The Bond Dream Room
For those of you not looking, but reading this forum, TLT's doing its thing today.
9pm EST Explosions in Iran (Isfahan) and Syria and Iraq. Not yet confirmed.
- buddtholomew
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Re: The Bond Dream Room
Remarkable performance (take a bow)...TLT up 1.94% and it paid a .28 cents per share dividend.
30-year yield at 3.09%. Gold perked up a little, but then went back to sleep
30-year yield at 3.09%. Gold perked up a little, but then went back to sleep
"The first principle is that you must not fool yourself and you are the easiest person to fool" --Feynman.
- dualstow
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Re: The Bond Dream Room
vs the S&P dropping 1.32%. That's the part I like, not that it works out so splendidly every day.buddtholomew wrote: Remarkable performance ...TLT up 1.94%
9pm EST Explosions in Iran (Isfahan) and Syria and Iraq. Not yet confirmed.
Re: The Bond Dream Room
Ltt's are still saving the day. This is a great advantage over the BH portfolio.
- buddtholomew
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Re: The Bond Dream Room
Keep in mind that the PP invests in a barbell strategy (50% CASH/50% LTT's), which isn't dramatically different from a BH portfolio invested conservatively (FI traditionally invested in a bullet strategy). The 50/50 allocation has a higher overall duration and should benefit from a parallel yield decline across the curve.Reub wrote: Ltt's are still saving the day. This is a great advantage over the BH portfolio.
I do however appreciate the benefits of owning a longer duration fixed income investment when yields are declining
"The first principle is that you must not fool yourself and you are the easiest person to fool" --Feynman.
Re: The Bond Dream Room
Is the next question we start asking going to be are 1% 30 year rates in the cards?
“Let every man divide his money into three parts, and invest a third in land, a third in business and a third let him keep by him in reserve.� ~Talmud
- dualstow
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Re: The Bond Dream Room
Wow, is TLT really set to open at $124 a share? Wow!
9pm EST Explosions in Iran (Isfahan) and Syria and Iraq. Not yet confirmed.
Re: The Bond Dream Room
Hit $127.68! Amazing morning all around if you like watching volatility in action.
Re: The Bond Dream Room
Must have been another round of QE manipulating the market...
Oh, wait.
I love when LTT's go on a tear.
Oh, wait.
I love when LTT's go on a tear.
"Men did not make the earth. It is the value of the improvements only, and not the earth itself, that is individual property. Every proprietor owes to the community a ground rent for the land which he holds."
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Re: The Bond Dream Room
Helluva spike on gold this morning, too.
Go, PP! (A nice semi-permanent rise in gold would be welcome, especially considering I bought most of my yellow stuff holdings in Jan. 2013.)
Go, PP! (A nice semi-permanent rise in gold would be welcome, especially considering I bought most of my yellow stuff holdings in Jan. 2013.)
Re: The Bond Dream Room
Finally my bonds are helping me. Come on flight-to-safety. Just hope the stocks don't crash.
Re: The Bond Dream Room
Such a remarkable day..
Nearly 6 point range in SPY, 5.5 point range in TLT, GLD relatively tame. Small caps (IWM) are up w/ the Dow down 200.
Counter-intuitively, this stuff makes me want to day trade
Nearly 6 point range in SPY, 5.5 point range in TLT, GLD relatively tame. Small caps (IWM) are up w/ the Dow down 200.
Counter-intuitively, this stuff makes me want to day trade
Re: The Bond Dream Room
Finally your bonds are helping you? They have been helping you all year.Lowe wrote: Finally my bonds are helping me. Come on flight-to-safety. Just hope the stocks don't crash.
Re: The Bond Dream Room
My bonds were in the red for a year and a half. They got in the black less than a month ago, and that's the longest stretch they've had. Not that I don't like interest payments, but the past couple weeks is the first time I've truly felt good about holding LTT and gold.
- buddtholomew
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Re: The Bond Dream Room
The result of the most volatile day I can recall for quite some time is...
PP up .07%
It sure looked like we had hit a home run this morning until it didn't.
PP up .07%
It sure looked like we had hit a home run this morning until it didn't.
"The first principle is that you must not fool yourself and you are the easiest person to fool" --Feynman.
Re: The Bond Dream Room
TLT is up over 20% ytd and 16% in a year. EDV is up over 35% ytd and 25% in a year. Prior to that it was trending downward so you might be just above water.Lowe wrote: My bonds were in the red for a year and a half. They got in the black less than a month ago, and that's the longest stretch they've had. Not that I don't like interest payments, but the past couple weeks is the first time I've truly felt good about holding LTT and gold.
Re: The Bond Dream Room
It's kind of amazing sometimes how much of my finances I have on auto-pilot so I don't have to do anything AT ALL! Seriously, the only time I even have to think about it if I don't want to is when my property tax and homeowner's insurance bills come due because they are the only ones that don't get paid automatically.
So when I logged onto Fidelity for reasons I don't remember the other day I couldn't help but notice my SEP-IRA which I have mostly filled with LT bonds and gold because I prefer growth in other accounts was like WAY up. Didn't bother to investigate why but it was an interesting quick observation.
So when I logged onto Fidelity for reasons I don't remember the other day I couldn't help but notice my SEP-IRA which I have mostly filled with LT bonds and gold because I prefer growth in other accounts was like WAY up. Didn't bother to investigate why but it was an interesting quick observation.
- dualstow
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Re: The Bond Dream Room
Long bonds to Barrett: "How'ya like me now?"
9pm EST Explosions in Iran (Isfahan) and Syria and Iraq. Not yet confirmed.
Re: The Bond Dream Room
Dualstow, Thanks for thinking of me. Haven't sold yet!dualstow wrote: Long bonds to Barrett: "How'ya like me now?"
Re: The Bond Dream Room
http://www.businessinsider.com/jeffrey- ... -9-2014-12
[quote=Jeff Gundlach]"It's almost unthinkable that I would want German bonds instead of US bonds."
"As long as [the yield on bunds] is below 1%, I can't see how US 10-year yields are going to go up."[/quote]
Another interesting slide:
A rise in short term rates may have very little impact on the long end, it would simply result in a flattening of the yield curve.
Hmmmmm...
Last edited by Gosso on Tue Dec 09, 2014 4:00 pm, edited 1 time in total.
- buddtholomew
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Re: The Bond Dream Room
I am astonished that LTT's are within 1-2% points of my current equity allocation. I am also surprised that gold has held up so well given crude's recent declines of 40%+ YTD.
"The first principle is that you must not fool yourself and you are the easiest person to fool" --Feynman.
Re: The Bond Dream Room
Murphy's law: the day I make a contribution to my PP, some asset drops the ball.. this time, it's bonds (but thankfully, I added most of my contribution to gold since that was my most underweight asset and I was rebalancing from contributions.)
- dualstow
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Re: The Bond Dream Room
Don't even think about it. Bonds could go up next year, and gold could fall further for years. Harry's law.blackomen wrote: Murphy's law: the day I make a contribution to my PP, some asset drops the ball.. this time, it's bonds (but thankfully, I added most of my contribution to gold since that was my most underweight asset and I was rebalancing from contributions.)
9pm EST Explosions in Iran (Isfahan) and Syria and Iraq. Not yet confirmed.
- buddtholomew
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Re: The Bond Dream Room
Although I have my preferred asset/s, maintaining a neutral position provides the ultimate comfort.
"The first principle is that you must not fool yourself and you are the easiest person to fool" --Feynman.
- dualstow
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Re: The Bond Dream Room
What's Driving LT Treasuries This Year?
http://www.bogleheads.org/forum/viewtop ... 0&t=154060
hee hee hee
http://www.bogleheads.org/forum/viewtop ... 0&t=154060
hee hee hee
9pm EST Explosions in Iran (Isfahan) and Syria and Iraq. Not yet confirmed.