Thought this article was not half bad:
http://finance.yahoo.com/tumblr/blog-ar ... 19606.html
Bond Melt-Up?
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MachineGhost
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Re: Bond Melt-Up?
Seems to me that bonds may be more volatile under floating exchange rates as nothing before 1980 made the top ten list. One can only hope that stays true near 0% rates. It would have been more illuminating if they had shown the top ten losses.
The real risk with bonds is that inflation expectations don't catch up with an inflationary reality.
The real risk with bonds is that inflation expectations don't catch up with an inflationary reality.
Last edited by MachineGhost on Thu Dec 18, 2014 3:12 pm, edited 1 time in total.
"All generous minds have a horror of what are commonly called 'Facts'. They are the brute beasts of the intellectual domain." -- Thomas Hobbes
Disclaimer: I am not a broker, dealer, investment advisor, physician, theologian or prophet. I should not be considered as legally permitted to render such advice!
Disclaimer: I am not a broker, dealer, investment advisor, physician, theologian or prophet. I should not be considered as legally permitted to render such advice!
Re: Bond Melt-Up?
That's why you have gold.MachineGhost wrote: The real risk with bonds is that inflation expectations don't catch up with an inflationary reality.
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buddtholomew
- Executive Member
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Re: Bond Melt-Up?
Out of curiosity, how many PP'ers are selling treasuries to purchase gold?
"The first principle is that you must not fool yourself and you are the easiest person to fool" --Feynman.
Re: Bond Melt-Up?
I am.buddtholomew wrote: Out of curiosity, how many PP'ers are selling treasuries to purchase gold?
Haven't looked at the portfolio all year so that was a bit surprising to me.
Re: Bond Melt-Up?
I won't be selling treasuries, but my January rebalance looks to be mostly gold purchases.buddtholomew wrote: Out of curiosity, how many PP'ers are selling treasuries to purchase gold?