The Bond Dream Room

Discussion of the Bond portion of the Permanent Portfolio

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modeljc
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Re: The Bond Dream Room

Post by modeljc » Fri Jul 18, 2014 4:14 pm

Desert wrote: A great thread title! 

Who would have thought bonds would be ruling the roost this year.  I thought rates had nowhere to go but up.
Check out the poll on TLT:

http://gyroscopicinvesting.com/forum/bo ... /#msg88412

I been wrong and several others!  The future is very unpredictable.
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AdamA
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Re: The Bond Dream Room

Post by AdamA » Fri Jul 18, 2014 7:59 pm

I'm glad someone made a "bond dream room."

Go bonds!
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Re: The Bond Dream Room

Post by rickb » Fri Jul 18, 2014 11:29 pm

I misread it as "Blond Dream Room".

Imagine my disappointment.

I would very much enjoy reading about blonds' dreams.  OTOH, I strongly suspect Reub is not the kind of blond whose dreams I'd like to read about.
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Re: The Bond Dream Room

Post by dragoncar » Sat Jul 19, 2014 2:44 am

rickb wrote: I misread it as "Blond Dream Room".

Imagine my disappointment.

I would very much enjoy reading about blonds' dreams.  OTOH, I strongly suspect Reub is not the kind of blond whose dreams I'd like to read about.
How do you think a female would take your comment? 
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Re: The Bond Dream Room

Post by rickb » Sat Jul 19, 2014 1:09 pm

dragoncar wrote:
rickb wrote: I misread it as "Blond Dream Room".

Imagine my disappointment.

I would very much enjoy reading about blonds' dreams.  OTOH, I strongly suspect Reub is not the kind of blond whose dreams I'd like to read about.
How do you think a female would take your comment?
You're obviously referring to this thread http://gyroscopicinvesting.com/forum/ot ... the-forum/ where I'm asking what women think about the forum.

Read my post here again.

It's clearly a joke.  But the joke isn't that I was hoping to find a thread full of dreams about blonds, but rather a thread where blonds would post their dreams.  Perhaps too subtle, but I'm turning the "dumb blond" stereotype inside out. 
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Re: The Bond Dream Room

Post by Reub » Sat Jul 19, 2014 4:50 pm

rickb wrote: I misread it as "Blond Dream Room".

Imagine my disappointment.

I would very much enjoy reading about blonds' dreams.  OTOH, I strongly suspect Reub is not the kind of blond whose dreams I'd like to read about.
Stay out of my dreams, rickb!
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Re: The Bond Dream Room

Post by Reub » Thu Aug 14, 2014 8:16 pm

Has anyone checked on the price of bonds lately? The yield on the 10 year is down to 2.4% and 2.0% sure looks possible! Please don't wake me from this dream.

I never would have even owned a LTT before I found the Permanent Portfolio.
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Re: The Bond Dream Room

Post by dualstow » Thu Aug 14, 2014 8:53 pm

Reub wrote: Has anyone checked on the price of bonds lately? The yield on the 10 year is down to 2.4% and 2.0% sure looks possible! Please don't wake me from this dream.

I never would have even owned a LTT before I found the Permanent Portfolio.
Yep. TLT breached 116. It's nice to see blue instead of red on the bond part of my google spreadsheet.
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Re: The Bond Dream Room

Post by dualstow » Fri Aug 15, 2014 4:25 am

This morning was also my big bond interest payday, whoo-hoo!
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Re: The Bond Dream Room

Post by dualstow » Fri Aug 15, 2014 9:32 am

dualstow wrote:
Reub wrote: Has anyone checked on the price of bonds lately? The yield on the 10 year is down to 2.4% and 2.0% sure looks possible! Please don't wake me from this dream.

I never would have even owned a LTT before I found the Permanent Portfolio.
Yep. TLT breached 116. It's nice to see blue instead of red on the bond part of my google spreadsheet.
...make that 117.
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Re: The Bond Dream Room

Post by dualstow » Fri Aug 15, 2014 9:59 am

Whoa, I'm going to stop counting out loud now that it's 118.
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Re: The Bond Dream Room

Post by Reub » Fri Aug 15, 2014 6:12 pm

Again, without my discovery of the PP I never would have invested a cent in long term treasuries....so thank you, craigr MT and, of course, Harry Browne!
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Re: The Bond Dream Room

Post by dualstow » Wed Oct 01, 2014 2:31 pm

For those of you not looking, but reading this forum, TLT's doing its thing today.
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Re: The Bond Dream Room

Post by buddtholomew » Wed Oct 01, 2014 4:19 pm

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  :P
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Re: The Bond Dream Room

Post by dualstow » Wed Oct 01, 2014 5:55 pm

buddtholomew wrote: Remarkable performance ...TLT up 1.94%
vs the S&P dropping 1.32%. That's the part I like, not that it works out so splendidly every day.
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Re: The Bond Dream Room

Post by Reub » Sat Oct 11, 2014 3:55 pm

Ltt's are still saving the day. This is a great advantage over the BH portfolio.
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Re: The Bond Dream Room

Post by buddtholomew » Sat Oct 11, 2014 4:17 pm

Reub wrote: Ltt's are still saving the day. This is a great advantage over the BH portfolio.
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.

I do however appreciate the benefits of owning a longer duration fixed income investment when yields are declining  ;D
"The first principle is that you must not fool yourself and you are the easiest person to fool" --Feynman.
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Re: The Bond Dream Room

Post by Bean » Sat Oct 11, 2014 11:54 pm

Is the next question we start asking going to be are 1% 30 year rates in the cards?
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Re: The Bond Dream Room

Post by dualstow » Wed Oct 15, 2014 8:05 am

Wow, is TLT really set to open at $124 a share? Wow!
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Re: The Bond Dream Room

Post by iwealth » Wed Oct 15, 2014 8:59 am

Hit $127.68! Amazing morning all around if you like watching volatility in action.
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Re: The Bond Dream Room

Post by moda0306 » Wed Oct 15, 2014 9:14 am

Must have been another round of QE manipulating the market...


Oh, wait.

I love when LTT's go on a tear. 
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Re: The Bond Dream Room

Post by goodasgold » Wed Oct 15, 2014 9:22 am

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.)  ???
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Re: The Bond Dream Room

Post by Lowe » Wed Oct 15, 2014 12:49 pm

Finally my bonds are helping me.  Come on flight-to-safety.  Just hope the stocks don't crash.
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Re: The Bond Dream Room

Post by iwealth » Wed Oct 15, 2014 2:31 pm

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 ;)
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Re: The Bond Dream Room

Post by Reub » Wed Oct 15, 2014 3:14 pm

Lowe wrote: Finally my bonds are helping me.  Come on flight-to-safety.  Just hope the stocks don't crash.
Finally your bonds are helping you? They have been helping you all year.
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