The Bond Dream Room

Discussion of the Bond portion of the Permanent Portfolio

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Smith1776
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Re: The Bond Dream Room

Post by Smith1776 » Sat Sep 07, 2019 12:53 am

lol and there's me: the Canadian.

I REALLY feel left out when reading these conversations about EE bonds, I bonds, and the like.

I read these threads and I'm just like "What are these dudes going on about anyway???" :D
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Anything is a server if you're brave enough.
The Permanent Portfolio will be safe enough to walk away from and forget about completely only if it allows for more than just the problems and hazards that are obvious today. It will have to allow for all of the unforeseeable events of the next 5, 10, 15, or 20 years.
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pugchief
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Re: The Bond Dream Room

Post by pugchief » Sat Sep 07, 2019 7:42 am

jhogue wrote:
Fri Sep 06, 2019 7:39 pm
You are welcome.

And fortunately we have pugchief.
Man, if you would have just stopped typing here, you would have been right on target. :D
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Kriegsspiel
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Re: The Bond Dream Room

Post by Kriegsspiel » Sat Sep 07, 2019 7:50 am

;D smithers you probably know more about US government debt than 90% of Americans. The varieties of bonds aren't too complicated, it's the tax considerations and where you can buy them that are confusing.
All of humanity’s problems with coronavirus stem from a man’s inability to sit quietly in a room alone.
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Smith1776
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Re: The Bond Dream Room

Post by Smith1776 » Sun Sep 08, 2019 3:40 am

Kriegsspiel wrote:
Sat Sep 07, 2019 7:50 am
;D smithers
Man, I'm rolling with that s%#t.

smithers.jpg
smithers.jpg (37.46 KiB) Viewed 5285 times

Everyone on the board now has permission to call me smithers.

God I love this forum.
e + 1 = 0
Anything is a server if you're brave enough.
The Permanent Portfolio will be safe enough to walk away from and forget about completely only if it allows for more than just the problems and hazards that are obvious today. It will have to allow for all of the unforeseeable events of the next 5, 10, 15, or 20 years.
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Ad Orientem
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Re: The Bond Dream Room

Post by Ad Orientem » Mon Sep 09, 2019 9:14 pm

Real US debt levels could be a shocking 2,000% of GDP

https://www.cnbc.com/2019/09/09/real-us ... gests.html
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ochotona
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Re: The Bond Dream Room

Post by ochotona » Tue Sep 10, 2019 2:49 pm

I felt stupid when I sold my TLT a few days ago.
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Cortopassi
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Re: The Bond Dream Room

Post by Cortopassi » Tue Sep 10, 2019 3:41 pm

Now you feel good?? ;)
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Re: The Bond Dream Room

Post by Cortopassi » Fri Sep 13, 2019 12:20 pm

TLT sure has come back down to earth. These cycles are quite interesting to watch. Like it picks up speed when rolling downhill.
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Ad Orientem
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Re: The Bond Dream Room

Post by Ad Orientem » Fri Sep 13, 2019 1:14 pm

Volatility seems to be the new norm. To some degree I'm used to that with stocks and gold. But bonds should not be bouncing all over the place.
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mathjak107
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Re: The Bond Dream Room

Post by mathjak107 » Fri Sep 13, 2019 1:47 pm

they have been making moves on par with stocks falling hundreds of points. 1.50-2% falls are a lot
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ochotona
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Re: The Bond Dream Room

Post by ochotona » Mon Sep 16, 2019 5:05 am

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sophie
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Re: The Bond Dream Room

Post by sophie » Mon Sep 16, 2019 8:14 am

I like seeing these kinds of bumps in gold and bonds, because they tell us something very important: despite the rise of cryptocurrencies, low interest rates etc they still operate exactly as the Permanent Portfolio needs them to, during times of market stress.

Next time I check the portfolio, I'll rebalance if indicated or buy lagging assets with the new cash. With no hesitation. And I'm in no hurry!
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