The Bond Dream Room

Discussion of the Bond portion of the Permanent Portfolio

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Reub
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The Bond Dream Room

Post by Reub » Wed May 28, 2014 4:47 pm

With the seeming popularity of the Gold Scream Room, I thought that I'd start a bond alternative with a positive twist. TLT up 12% so far this year! Yeaah! :)
barrett
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Re: The Bond Dream Room

Post by barrett » Wed May 28, 2014 9:38 pm

It feels like I have to knock on wood in this room. It's the power of loss aversion that makes the Gold Scream Room such a nice place to go and vent. BTW, Reub, I love what you've done to this place.
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Desert
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Re: The Bond Dream Room

Post by Desert » Wed May 28, 2014 9:47 pm

A great thread title! 

Who would have thought bonds would be ruling the roost this year.  I thought rates had nowhere to go but up. 
Our greatest fear should not be of failure, but of succeeding at something that doesn't really matter. 
- D.L. Moody

Diversification means always having to say you're sorry.
Reub
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Re: The Bond Dream Room

Post by Reub » Wed May 28, 2014 9:56 pm

barrett wrote: It feels like I have to knock on wood in this room. It's the power of loss aversion that makes the Gold Scream Room such a nice place to go and vent. BTW, Reub, I love what you've done to this place.
Is it the long term drapes? :)
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Re: The Bond Dream Room

Post by dragoncar » Wed May 28, 2014 11:23 pm

I always though the gold scream room was for up AND down - like a roller coaster.  Basically higher volatility in gold.
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dualstow
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Re: The Bond Dream Room

Post by dualstow » Thu May 29, 2014 6:25 am

Great thread title.

Pleasant dreams, everyone.
Feels like the end of the everything rally.
In Britain they have made burglary a safe occupation. It's like OSHA for burglars.
- Thomas Sowell on gun control
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Re: The Bond Dream Room

Post by Reub » Thu May 29, 2014 8:09 am

When it comes to bonds don't pinch me 'cause I don't want to wake up.
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Re: The Bond Dream Room

Post by annieB » Thu May 29, 2014 9:20 am

No pot smoking in the Dream Room!!
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dualstow
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Re: The Bond Dream Room

Post by dualstow » Thu Jul 17, 2014 5:02 pm

TLT at 114.89

I'm floating on a vanilla cream cloud ...
Feels like the end of the everything rally.
In Britain they have made burglary a safe occupation. It's like OSHA for burglars.
- Thomas Sowell on gun control
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Re: The Bond Dream Room

Post by Jake » Fri Jul 18, 2014 4:27 am

What if this is like inception, and we are in a dream within a dream...  :o
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Re: The Bond Dream Room

Post by Reub » Fri Jul 18, 2014 1:18 pm

Jake wrote: What if this is like inception, and we are in a dream within a dream...  :o
Don't even try to wake me up in my dream within a dream!
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Re: The Bond Dream Room

Post by Reub » Fri Jul 18, 2014 1:20 pm

TennPaGa wrote:
dualstow wrote: TLT at 114.89

I'm floating on a vanilla cream cloud ...
+14.5% YTD including dividends
I'm going to venture that those of us who have purchased 30 yr. LTT's recently are up even more than the TLT price.
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dualstow
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Re: The Bond Dream Room

Post by dualstow » Fri Jul 18, 2014 3:24 pm

Jake wrote: What if this is like inception, and we are in a dream within a dream...  :o
I'll take it! No red pill for me.  ;) (Whoops, wrong movie).
Reub wrote:I'm going to venture that those of us who have purchased 30 yr. LTT's recently are up even more than the TLT price.
Seems like it. I'm mostly in directly held bonds, but the price of TLT is what I look at to gauge bonds in general. It's easier.
Feels like the end of the everything rally.
In Britain they have made burglary a safe occupation. It's like OSHA for burglars.
- Thomas Sowell on gun control
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Re: The Bond Dream Room

Post by modeljc » Fri Jul 18, 2014 4:14 pm

Desert wrote: A great thread title! 

Who would have thought bonds would be ruling the roost this year.  I thought rates had nowhere to go but up.
Check out the poll on TLT:

http://gyroscopicinvesting.com/forum/bo ... /#msg88412

I been wrong and several others!  The future is very unpredictable.
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AdamA
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Re: The Bond Dream Room

Post by AdamA » Fri Jul 18, 2014 7:59 pm

I'm glad someone made a "bond dream room."

Go bonds!
"All men's miseries derive from not being able to sit in a quiet room alone."

Pascal
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Re: The Bond Dream Room

Post by rickb » Fri Jul 18, 2014 11:29 pm

I misread it as "Blond Dream Room".

Imagine my disappointment.

I would very much enjoy reading about blonds' dreams.  OTOH, I strongly suspect Reub is not the kind of blond whose dreams I'd like to read about.
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Re: The Bond Dream Room

Post by dragoncar » Sat Jul 19, 2014 2:44 am

rickb wrote: I misread it as "Blond Dream Room".

Imagine my disappointment.

I would very much enjoy reading about blonds' dreams.  OTOH, I strongly suspect Reub is not the kind of blond whose dreams I'd like to read about.
How do you think a female would take your comment? 
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Re: The Bond Dream Room

Post by rickb » Sat Jul 19, 2014 1:09 pm

dragoncar wrote:
rickb wrote: I misread it as "Blond Dream Room".

Imagine my disappointment.

I would very much enjoy reading about blonds' dreams.  OTOH, I strongly suspect Reub is not the kind of blond whose dreams I'd like to read about.
How do you think a female would take your comment?
You're obviously referring to this thread http://gyroscopicinvesting.com/forum/ot ... the-forum/ where I'm asking what women think about the forum.

Read my post here again.

It's clearly a joke.  But the joke isn't that I was hoping to find a thread full of dreams about blonds, but rather a thread where blonds would post their dreams.  Perhaps too subtle, but I'm turning the "dumb blond" stereotype inside out. 
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Re: The Bond Dream Room

Post by Reub » Sat Jul 19, 2014 4:50 pm

rickb wrote: I misread it as "Blond Dream Room".

Imagine my disappointment.

I would very much enjoy reading about blonds' dreams.  OTOH, I strongly suspect Reub is not the kind of blond whose dreams I'd like to read about.
Stay out of my dreams, rickb!
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Re: The Bond Dream Room

Post by Reub » Thu Aug 14, 2014 8:16 pm

Has anyone checked on the price of bonds lately? The yield on the 10 year is down to 2.4% and 2.0% sure looks possible! Please don't wake me from this dream.

I never would have even owned a LTT before I found the Permanent Portfolio.
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Re: The Bond Dream Room

Post by dualstow » Thu Aug 14, 2014 8:53 pm

Reub wrote: Has anyone checked on the price of bonds lately? The yield on the 10 year is down to 2.4% and 2.0% sure looks possible! Please don't wake me from this dream.

I never would have even owned a LTT before I found the Permanent Portfolio.
Yep. TLT breached 116. It's nice to see blue instead of red on the bond part of my google spreadsheet.
Feels like the end of the everything rally.
In Britain they have made burglary a safe occupation. It's like OSHA for burglars.
- Thomas Sowell on gun control
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dualstow
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Re: The Bond Dream Room

Post by dualstow » Fri Aug 15, 2014 4:25 am

This morning was also my big bond interest payday, whoo-hoo!
Feels like the end of the everything rally.
In Britain they have made burglary a safe occupation. It's like OSHA for burglars.
- Thomas Sowell on gun control
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dualstow
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Re: The Bond Dream Room

Post by dualstow » Fri Aug 15, 2014 9:32 am

dualstow wrote:
Reub wrote: Has anyone checked on the price of bonds lately? The yield on the 10 year is down to 2.4% and 2.0% sure looks possible! Please don't wake me from this dream.

I never would have even owned a LTT before I found the Permanent Portfolio.
Yep. TLT breached 116. It's nice to see blue instead of red on the bond part of my google spreadsheet.
...make that 117.
Feels like the end of the everything rally.
In Britain they have made burglary a safe occupation. It's like OSHA for burglars.
- Thomas Sowell on gun control
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dualstow
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Re: The Bond Dream Room

Post by dualstow » Fri Aug 15, 2014 9:59 am

Whoa, I'm going to stop counting out loud now that it's 118.
Feels like the end of the everything rally.
In Britain they have made burglary a safe occupation. It's like OSHA for burglars.
- Thomas Sowell on gun control
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Re: The Bond Dream Room

Post by Reub » Fri Aug 15, 2014 6:12 pm

Again, without my discovery of the PP I never would have invested a cent in long term treasuries....so thank you, craigr MT and, of course, Harry Browne!
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