The Bond Dream Room

Discussion of the Bond portion of the Permanent Portfolio

Moderator: Global Moderator

User avatar
Smith1776
Executive Member
Executive Member
Posts: 1603
Joined: Fri Apr 21, 2017 6:01 pm

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
“My natural state is an outsider, and no matter what group I'm in or where I am, I've always felt like I'm outside the group, and I've always been analyzing the group.” - Michael Burry
User avatar
pugchief
Executive Member
Executive Member
Posts: 3714
Joined: Tue Jun 26, 2012 2:41 pm
Location: suburbs of Chicago, IL

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
User avatar
Kriegsspiel
Executive Member
Executive Member
Posts: 2871
Joined: Sun Sep 16, 2012 5:28 pm

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.
I hated all the things I had toiled for under the sun, because I must leave them to the one who comes after me. Who knows whether that person will be wise or foolish? Yet they will have control over all the fruit of my toil into which I have poured my effort and skill under the sun. . . Nothing is better for a man than to eat and drink and enjoy his work.
- Ecclesiastes
User avatar
Smith1776
Executive Member
Executive Member
Posts: 1603
Joined: Fri Apr 21, 2017 6:01 pm

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 5704 times

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

God I love this forum.
“My natural state is an outsider, and no matter what group I'm in or where I am, I've always felt like I'm outside the group, and I've always been analyzing the group.” - Michael Burry
User avatar
Ad Orientem
Executive Member
Executive Member
Posts: 3315
Joined: Sun Aug 14, 2011 2:47 pm
Location: Florida USA
Contact:

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
User avatar
ochotona
Executive Member
Executive Member
Posts: 3177
Joined: Fri Jan 30, 2015 5:54 am

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.
User avatar
Cortopassi
Executive Member
Executive Member
Posts: 2067
Joined: Mon Feb 24, 2014 2:28 pm
Location: Illinois

Re: The Bond Dream Room

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

Now you feel good?? ;)
User avatar
Cortopassi
Executive Member
Executive Member
Posts: 2067
Joined: Mon Feb 24, 2014 2:28 pm
Location: Illinois

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.
User avatar
Ad Orientem
Executive Member
Executive Member
Posts: 3315
Joined: Sun Aug 14, 2011 2:47 pm
Location: Florida USA
Contact:

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.
User avatar
mathjak107
Executive Member
Executive Member
Posts: 2882
Joined: Fri Jun 19, 2015 2:54 am
Location: bayside queens ny
Contact:

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
User avatar
ochotona
Executive Member
Executive Member
Posts: 3177
Joined: Fri Jan 30, 2015 5:54 am

Re: The Bond Dream Room

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

User avatar
sophie
Executive Member
Executive Member
Posts: 3864
Joined: Mon Apr 23, 2012 7:15 pm

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!
Post Reply