Gyroscopic Investing

Well, except cash.  But quite a move after the only thing that matters, the Fed, speaks.

Funny. I just managed to convert my 401k to PP at about 9:30 WS time today. Works for me.

I don't like these days - I think bubble, bubble, bubble (boil & trouble.)

Aka, if all go up toveruse, all go down together.. But it is what it is, and I don't do anything differently, but I don't have to like it.

It is what it is...but I am glad that the losses today dwarfed the gains we experienced yesterday.

Very surprising to see LTT's decline as the FED's remarks reinforce the belief that interest rates will stay lower for some time to come.

buddtholomew wrote: Very surprising to see LTT's decline as the FED's remarks reinforce the belief that interest rates will stay lower for some time to come.

I wonder if there was some profit-taking from those who decided to get out while it's safe. They might have been waiting for this last bounce from Yellen.

buddtholomew wrote: It is what it is...but I am glad that the losses today dwarfed the gains we experienced yesterday.

Very surprising to see LTT's decline as the FED's remarks reinforce the belief that interest rates will stay lower for some time to come.

You prefer losses that are much greater than gains? Is this the new masochism?

Libertarian666 wrote:

buddtholomew wrote: It is what it is...but I am glad that the losses today dwarfed the gains we experienced yesterday.

Very surprising to see LTT's decline as the FED's remarks reinforce the belief that interest rates will stay lower for some time to come.

You prefer losses that are much greater than gains? Is this the new masochism?

should read...were dwarfed by the gains...

USD down
SPY up
TLT up
GLD up
VEU/EFA (international) up

...and the party goes on...

This week is kinda freaking me out actually. I like the gains, I don't like the high correlation. The latter is not usually a good sign. Need to run the numbers this weekend to see if it is just me thinking that correlations are getting high or if it's real.

It certainly feels that way to me as well with LT Treasuries and Equities leading the gains and gold flat YTD. They all went down together for a period of time as well so I am OK to call it even 

Non-correlated doesn't mean they won't all go up (or down) together.  That would be 100% anti-correlation.  Non-correlated means sometimes they go up together, sometimes they diverge, sometimes they go down together.