Discussion of the Bond portion of the Permanent Portfolio
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Smith1776
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by Smith1776 » Sat Sep 07, 2019 12:53 am
lol and there's me: the Canadian.
I REALLY feel left out when reading these conversations about EE bonds, I bonds, and the like.
I read these threads and I'm just like "What are these dudes going on about anyway???"

640K ought to be enough for anybody.
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pugchief
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by pugchief » Sat Sep 07, 2019 7:42 am
jhogue wrote: ↑Fri Sep 06, 2019 7:39 pm
You are welcome.
And fortunately we have pugchief.
Man, if you would have just stopped typing here, you would have been right on target.

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Kriegsspiel
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by Kriegsspiel » Sat Sep 07, 2019 7:50 am

smithers you probably know more about US government debt than 90% of Americans. The varieties of bonds aren't too complicated, it's the tax considerations and where you can buy them that are confusing.
To die, to sleep
To sleep, perchance to dream; ay, there's the rub
For in that sleep of death what dreams may come
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Smith1776
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by Smith1776 » Sun Sep 08, 2019 3:40 am
Man, I'm rolling with that s%#t.

- smithers.jpg (37.46 KiB) Viewed 3380 times
Everyone on the board now has permission to call me smithers.
God I love this forum.
640K ought to be enough for anybody.
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ochotona
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by ochotona » Tue Sep 10, 2019 2:49 pm
I felt stupid when I sold my TLT a few days ago.
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Cortopassi
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by Cortopassi » Tue Sep 10, 2019 3:41 pm
Now you feel good??

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Cortopassi
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by Cortopassi » Fri Sep 13, 2019 12:20 pm
TLT sure has come back down to earth. These cycles are quite interesting to watch. Like it picks up speed when rolling downhill.
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Ad Orientem
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by Ad Orientem » Fri Sep 13, 2019 1:14 pm
Volatility seems to be the new norm. To some degree I'm used to that with stocks and gold. But bonds should not be bouncing all over the place.
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mathjak107
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by mathjak107 » Fri Sep 13, 2019 1:47 pm
they have been making moves on par with stocks falling hundreds of points. 1.50-2% falls are a lot
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sophie
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by sophie » Mon Sep 16, 2019 8:14 am
I like seeing these kinds of bumps in gold and bonds, because they tell us something very important: despite the rise of cryptocurrencies, low interest rates etc they still operate exactly as the Permanent Portfolio needs them to, during times of market stress.
Next time I check the portfolio, I'll rebalance if indicated or buy lagging assets with the new cash. With no hesitation. And I'm in no hurry!