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Bond Melt-Up?

Posted: Thu Dec 18, 2014 1:15 pm
by barrett
Thought this article was not half bad:

http://finance.yahoo.com/tumblr/blog-ar ... 19606.html

Re: Bond Melt-Up?

Posted: Thu Dec 18, 2014 3:08 pm
by MachineGhost
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.

Re: Bond Melt-Up?

Posted: Fri Dec 19, 2014 9:23 am
by LC475
MachineGhost wrote: The real risk with bonds is that inflation expectations don't catch up with an inflationary reality.
That's why you have gold.

Re: Bond Melt-Up?

Posted: Fri Dec 19, 2014 10:33 am
by buddtholomew
Out of curiosity, how many PP'ers are selling treasuries to purchase gold?

Re: Bond Melt-Up?

Posted: Fri Dec 19, 2014 10:55 am
by madbean
buddtholomew wrote: Out of curiosity, how many PP'ers are selling treasuries to purchase gold?
I am.

Haven't looked at the portfolio all year so that was a bit surprising to me.

Re: Bond Melt-Up?

Posted: Fri Dec 19, 2014 1:09 pm
by dragoncar
buddtholomew wrote: Out of curiosity, how many PP'ers are selling treasuries to purchase gold?
I won't be selling treasuries, but my January rebalance looks to be mostly gold purchases.