Gyroscopic Investing

mathjak107 wrote: ↑Fri Nov 13, 2020 8:30 am I agree but non the less that is the range for much of history ....where we go from here no one knows

Foreign investors resumed selling U.S. Treasury bonds and notes in December, Treasury department data on Tuesday showed, after they made net purchases in November.

On a transaction basis, foreigners sold $20.7 billion in Treasuries in December, after buying $9.6 billion of them in November, the U.S. Treasury Department said.

link

Kriegsspiel wrote: ↑Tue Feb 16, 2021 4:30 pm

Foreign investors resumed selling U.S. Treasury bonds and notes in December, Treasury department data on Tuesday showed, after they made net purchases in November.

On a transaction basis, foreigners sold $20.7 billion in Treasuries in December, after buying $9.6 billion of them in November, the U.S. Treasury Department said.

link

Heh

mathjak107 wrote: ↑Wed Mar 31, 2021 1:48 pm Even 6.5 years can be to long .

I know my other model I swapped for the pp is up this year .
The most conservative model is 25% equities with the bond side a total bond fund , a high yield fund and a very short term treasury bond fund .....

There is just no bottom in Tlt ...I stopped even trying to add more money to bring it back up ..

I have far more faith in gold

whatchamacallit wrote: ↑Wed Mar 31, 2021 8:55 pm Looking at yields around the world I don't see the rate going much higher at all.

I actually think 30 year will be at 1.5% in a month.

Kbg wrote: ↑Thu Apr 01, 2021 9:00 am

whatchamacallit wrote: ↑Wed Mar 31, 2021 8:55 pm Looking at yields around the world I don't see the rate going much higher at all.

I actually think 30 year will be at 1.5% in a month.

Hard to say...we are now actually experiencing "real" materials shortages and if the infrastructure bill goes through shortages could get worse which is the main pre-requisite for serious inflation. In truth, I have no clue nor a strong opinion either way...but there are some differences this time around that haven't been in place for at least 20 years. Whether it becomes broad based inflation will be very interesting to see. In the housing sector there is serious inflation across the board in all building materials.

Printing money != inflation

Printing money + scarcity = inflation

doodle wrote: ↑Thu Apr 01, 2021 9:33 am Inflation requires rising wages at some point. If those don't come in to undergird price increases then everything crashes again. As much as I would like to see the pot distributed more fairly, I don't think that's gonna happen.

It was a crisp September day in 2015 when Timothy Young arrived at Houten, an unremarkable Dutch commuter town, determined to col- lect an almost 400-year-old debt. He carried a case containing a fragile piece of goatskin covered in dense writ- ing and numbers. It was a bond, issued in 1648 by a group of Dutch landowners who managed the dikes on a stretch of the river Lek. They had borrowed 1,000 guilders from a local merchant and the bond stated that in return for the loan, the merchant would receive a 5 per cent interest payment every year-for ever.

Although the terms of this so-called "perpetual" bond have changed over centuries of wars, depressions, revolu- tions and new currencies, it is still a valid liability of Stichtse Rijnlanden, a Dutch utility, and is now owned by Yale University's Beinecke Library. Young, a curator at Yale, was collecting €136 of interest from a delighted Dutch official, who had made a giant cheque to commemorate the payment.

…

dualstow wrote: ↑Wed Aug 30, 2023 8:07 am From the Financial Times, last week, print version:

It was a crisp September day in 2015 when Timothy Young arrived at Houten, an unremarkable Dutch commuter town, determined to col- lect an almost 400-year-old debt. He carried a case containing a fragile piece of goatskin covered in dense writ- ing and numbers. It was a bond, issued in 1648 by a group of Dutch landowners who managed the dikes on a stretch of the river Lek. They had borrowed 1,000 guilders from a local merchant and the bond stated that in return for the loan, the merchant would receive a 5 per cent interest payment every year-for ever.

Although the terms of this so-called "perpetual" bond have changed over centuries of wars, depressions, revolu- tions and new currencies, it is still a valid liability of Stichtse Rijnlanden, a Dutch utility, and is now owned by Yale University's Beinecke Library. Young, a curator at Yale, was collecting €136 of interest from a delighted Dutch official, who had made a giant cheque to commemorate the payment.

…

Smith1776 wrote: ↑Wed Aug 30, 2023 9:09 am

dualstow wrote: ↑Wed Aug 30, 2023 8:07 am From the Financial Times, last week, print version:

It was a crisp September day in 2015 when Timothy Young arrived at Houten, an unremarkable Dutch commuter town, determined to col- lect an almost 400-year-old debt. He carried a case containing a fragile piece of goatskin covered in dense writ- ing and numbers. It was a bond, issued in 1648 by a group of Dutch landowners who managed the dikes on a stretch of the river Lek. They had borrowed 1,000 guilders from a local merchant and the bond stated that in return for the loan, the merchant would receive a 5 per cent interest payment every year-for ever.

Although the terms of this so-called "perpetual" bond have changed over centuries of wars, depressions, revolu- tions and new currencies, it is still a valid liability of Stichtse Rijnlanden, a Dutch utility, and is now owned by Yale University's Beinecke Library. Young, a curator at Yale, was collecting €136 of interest from a delighted Dutch official, who had made a giant cheque to commemorate the payment.

…

Dang. Cool.