The Bond Dream Room

Discussion of the Bond portion of the Permanent Portfolio

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Lowe
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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.
iwealth
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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 ;)
Reub
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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.
Lowe
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Re: The Bond Dream Room

Post by Lowe » Wed Oct 15, 2014 3:43 pm

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.
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buddtholomew
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Re: The Bond Dream Room

Post by buddtholomew » Wed Oct 15, 2014 4:46 pm

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.
"The first principle is that you must not fool yourself and you are the easiest person to fool" --Feynman.
Reub
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Re: The Bond Dream Room

Post by Reub » Wed Oct 15, 2014 5:30 pm

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.
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.
pp4me3
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Re: The Bond Dream Room

Post by pp4me3 » Thu Oct 16, 2014 5:24 pm

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.
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dualstow
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Re: The Bond Dream Room

Post by dualstow » Tue Dec 09, 2014 11:59 am

Long bonds to Barrett: "How'ya like me now?8)
Dow + 1,000 pts ~11:40 EST Friday
barrett
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Re: The Bond Dream Room

Post by barrett » Tue Dec 09, 2014 3:14 pm

dualstow wrote: Long bonds to Barrett: "How'ya like me now?8)
Dualstow, Thanks for thinking of me. Haven't sold yet!
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Gosso
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Re: The Bond Dream Room

Post by Gosso » Tue Dec 09, 2014 3:55 pm

Image
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:

Image

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.
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buddtholomew
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Re: The Bond Dream Room

Post by buddtholomew » Fri Dec 12, 2014 2:12 pm

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.
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blackomen
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Re: The Bond Dream Room

Post by blackomen » Tue Dec 23, 2014 3:02 pm

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.)
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