Good post on interest rate "escape velocity"

Discussion of the Bond portion of the Permanent Portfolio

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Kevin K.
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Good post on interest rate "escape velocity"

Post by Kevin K. »

Thought others might enjoy this new post from Cullen Roche:

https://disciplinefunds.com/2023/08/15/ ... -velocity/

IMHO he makes a good case for short and intermediate Treasuries being very attractive.
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vnatale
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Re: Good post on interest rate "escape velocity"

Post by vnatale »

Kevin K. wrote: Wed Aug 16, 2023 8:37 am
Thought others might enjoy this new post from Cullen Roche:

https://disciplinefunds.com/2023/08/15/ ... -velocity/

IMHO he makes a good case for short and intermediate Treasuries being very attractive.


I do receive all his emails. Possibly because of you introducing him to me here?
Above provided by: Vinny, who always says: "I only regret that I have but one lap to give to my cats." AND "I'm a more-is-more person."
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vnatale
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Re: Good post on interest rate "escape velocity"

Post by vnatale »

Kevin K. wrote: Wed Aug 16, 2023 8:37 am
Thought others might enjoy this new post from Cullen Roche:

https://disciplinefunds.com/2023/08/15/ ... -velocity/

IMHO he makes a good case for short and intermediate Treasuries being very attractive.


Just read it. Excellent! Thanks for bringing it to our attention.
Above provided by: Vinny, who always says: "I only regret that I have but one lap to give to my cats." AND "I'm a more-is-more person."
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