Gyroscopic Investing

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

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?

Probably around the point we started talking about this latest cut to ZIRP almost.

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.

Pg 46

Kbg wrote: ↑Wed Oct 28, 2020 8:29 amPg 46

Ok, this thread was born from The Bond Dream Room, starting at what was its 46th page.
Thanks for the suggestion, kbg.

Phew ,even when stocks take a beating , bonds have been taking it on the chin .both ltpz and tlt have been getting beat up ..

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.

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