The Less Pretty Bond Thread

Discussion of the Bond portion of the Permanent Portfolio

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Kbg
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Re: The Bond Dream Room

Post by Kbg » Mon Oct 26, 2020 8:51 pm

Maybe we should fork this thread and open a new Bond Scream Room thread...seems more applicable now, dontcha think?
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dualstow
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Re: The Bond Dream Room

Post by dualstow » Tue Oct 27, 2020 7:34 am

Kbg wrote:
Mon Oct 26, 2020 8:51 pm
Maybe we should fork this thread and open a new Bond Scream Room thread...seems more applicable now, dontcha think?
Not a bad idea. Maybe it should have a title so close to the original.
How far back to you want to go for the fork?
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Re: The Bond Dream Room

Post by Kbg » Tue Oct 27, 2020 5:15 pm

Probably around the point we started talking about this latest cut to ZIRP almost.
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dualstow
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Re: The Bond Dream Room

Post by dualstow » Tue Oct 27, 2020 5:40 pm

Kbg wrote:
Tue Oct 27, 2020 5:15 pm
Probably around the point we started talking about this latest cut to ZIRP almost.
Do you have an an approximate date or better yet, a page number and a few words from a post? I’m feeding the cat and juggling a few domestic issues.
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Re: The Bond Dream Room

Post by Kbg » Wed Oct 28, 2020 8:29 am

Pg 46
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Re: The Less Pretty Bond Thread

Post by dualstow » Wed Oct 28, 2020 11:45 am

Kbg wrote:
Wed Oct 28, 2020 8:29 am
Pg 46
Ok, this thread was born from The Bond Dream Room, starting at what was its 46th page.
Thanks for the suggestion, kbg.

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Re: The Less Pretty Bond Thread

Post by mathjak107 » Fri Oct 30, 2020 3:03 pm

Phew ,even when stocks take a beating , bonds have been taking it on the chin .both ltpz and tlt have been getting beat up ..
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Re: The Less Pretty Bond Thread

Post by Ad Orientem » Fri Oct 30, 2020 4:05 pm

Sometimes in the short term cash is your only safe haven. I try not to obsess about near term movements, but I do tend to agree that in the longer term bonds have probably topped out. Most investors are going to be leery of buying fixed income securities yielding next to nothing when the Fed is openly declaiming that it wants to spark inflation. I expect that stocks and gold will be the strong performers in the PP for the intermediate term future. These short term movements are best ignored.
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Re: The Less Pretty Bond Thread

Post by mathjak107 » Fri Oct 30, 2020 4:10 pm

While I trade the bond portion of the pp right now I am split between Tlt and ltpz

And on the shorter end I split vtip and cash .

I have dbc riding herd as commodities have been marching to their own drum lately
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