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- A 360 View of Returns (July 2008) [view article]
- Searching for the Best Bond ETF [view article]
- The Highest Yielding Cash Products [view article]
- Bond Expert: Tuesday Outlook [view article]
- Bond Expert: Monday Wrap [view article]
- Treasury Market: Confounding the Nonbelievers [view article]
- Bond Expert: Friday Wrap [view article]
- Questioning The Value of Bond ETFs [view article]
- The Fed Won't Tighten - So SHY's a Buy [view article]
- Bond Expert: Wednesday Outlook [view article]
- ETF Investing Guide: A Core ETF Portfolio [view article]
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- A 360 View of Returns (July 2008)
- Searching for the Best Bond ETF
- The Highest Yielding Cash Products
- Bond Expert: Tuesday Wrap
- Bond Expert: Tuesday Outlook
- Bond Expert: Monday Wrap
- Treasury Market: Confounding the Nonbelievers
- Bond Expert: Friday Wrap
- Bond Expert: Tuesday Outlook
- Bond Expert: Wednesday Outlook
- Full List of Articles »
A 360 View of Returns (July 2008) [view article]
Finally, a universal overview that gives the reader direction for areas to research for future investment. Great job! ReplyA 360 View of Returns (July 2008) [view article]
Thank you, very helpful. Replyng
A 360 View of Returns (July 2008) [view article]
very good job Richard, it gives a sectoral - global view, I learned a lot with the summary! Challenging times ReplySearching for the Best Bond ETF [view article]
When writing a financial piece, make it a principle to avoid misspelling the word principal throughout the piece-- if you wish to be taken seriously. ReplySearching for the Best Bond ETF [view article]
excellent article and information, very educational and useful, thank youinflation, of course, is a more than valid concern re return – but assuming inflation will remain a problem forever is like assuming the stock market will rise or fall forever also
in a deflationary environment, which I believe is more an issue than most people do I think, these type funds of these type interest paying treasuries have been and would be in demand
the belief in perpetual inflation is useful for someone wanting or trying to create monetary dilution, keeping everyone focussed on spending and accepting inflation as normal
at my age, and thus for all practical purposes, this may be true :-) however, I tend to believe that deflation alternates w/inflation in our current fiat environment (and may well have under the various gold standards, I’m not sure)
thus, re the treasuries value, I think, like most everything else, they’ll vary over time
and gold is great, literally; but I tend to prefer it for insurance at this point, over any increase in value; the insurance being storage of value
and toilet paper (as per the commentator above), well, I try not to be out of it :-)
info re international treasury etf's would be interesting, esp if they were for countries w/as close a risk base to that of the u.s. as could be found
Reply
Searching for the Best Bond ETF [view article]
It would also help the credibility of the article and the author if the tickers referred to the correct ETFs. Pretty shallow analysis with a lot of padding.Also, where are the international treasury & international treasury inflation-linked ETFs? Reply
Searching for the Best Bond ETF [view article]
"Less clear of course is what specifically it will cost an investor to own a piece of this vast market and what that debt is worth in terms of some other asset (such as euro debt or gold)..."Or, say, the goods and services you typically buy - rent, food, fuel, electricity, water, clothing, etc. The bond market is obsessed with the "quality" of Treasuries - the certainty, as you point out, that there is no default risk. So what? If you hold an Argentine bond and the Kirchners default on it, how much bread can you buy with the total coupon + principal payments you received? If you hold a Treasury bond paying 4% while prices are rising 12%, how much bread can you buy with that? What if that 12% becomes 20%? That's all that matters: purchasing power. The certainty that you'll get your $1000 back 30 years from now is irrelevant. What will it be worth?
The market has forced real interest rates on even very long-duration debt deeply into negative territory. It's hard to imagine being sufficiently bearish on the world economy that one would be willing to eat 7% a year in lost coupon purchasing power and the substantial risk of capital loss just to avoid finding something better to do with the money. Buying toilet paper would be a better choice; you'll always need it and it isn't getting cheaper.
Long PST and TBT. Long gold. Other short Treasury positions. Reply
The Highest Yielding Cash Products [view article]
"Remember that in the short term, cash can indeed be king. But in the long term, cash is almost sure to lose purchasing power because of inflation."But any investment vehicle that actually loses money, such as stocks and housing in recent years, is sure to lose purchasing power even faster...
In other words, this long period of retrenchment and deflation may well become a game of "see who can lose the least," rather than make the most. In other words, capital preservation is king.
Reply
The Highest Yielding Cash Products [view article]
Come on, Corrado, let the rest of us in on it.....Maybe we'll choose to become alien! ReplyThe Highest Yielding Cash Products [view article]
I confirm what Netcash said on E*Trade, very valuable especially if you are a non resident alien .... i won't say why but those who are have certainly a big smile on their faces while reading this...Corrado
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Great brands - up to 80% off retail Reply
The Highest Yielding Cash Products [view article]
E-Trade is also pretty nice. Their savings account is 3.30%. What I like is that I can swiftly move everything to my eTrade brokerage account and then use the cash to instantly trade. When waiting on the sidelines I can then move everything instantly back to my savings account.Disclosure: I have an eTrade account. Reply
Bond Expert: Tuesday Outlook [view article]
Good review. The markets are about adjust again, this time to lower yields, but soon that changes and we will lose money in bonds and stocks. That should be a bottom for a while until the fall plunge. ReplyBond Expert: Monday Wrap [view article]
Beyond the sanctuary aspect, the dollar is doing better than expected vs. the Euro because Trichet is humming a happy tune while he drives Europe over the cliff.Reply
Bond Expert: Monday Wrap [view article]
Dear ex-fellow Treasury shorts: I was on the other side of your covering trades today! Thanks so much for giving me a price I never thought I'd see again at which to extend my position even further. See you at 10%! Love and kisses, bearfund. ReplyBond Expert: Monday Wrap [view article]
John, I confess that I have little understanding of what makes the bond markets tick. It would have seemed to me that with all the inflation, interest rates should have been rising like smoke in a forest fire.I appreciate your insights here, and on your website. Good stuff! Reply