Comments on: “Bonds finally ready to crack” Safe Money Report http://www.stockgumshoe.com/2008/04/bonds-finally-ready-to-crack-safe-money-report.html Frustrated or intrigued by email teasers from investment newsletters and advisers? We solve them and track their performance here ... so stick around, participate and subscribe (it's free)! Sat, 21 Nov 2009 04:01:25 -0600 http://wordpress.org/?v=2.8.4 hourly 1 By: The Pilgrim http://www.stockgumshoe.com/2008/04/bonds-finally-ready-to-crack-safe-money-report.html/comment-page-1#comment-2930 The Pilgrim Sun, 11 May 2008 19:59:10 +0000 http://www.stockgumshoe.com/2008/04/bonds-finally-ready-to-crack-safe-money-report.html#comment-2930 I have been reading Martin Weiss' commentary for a couple of years and am currently a subscriber to Safe Money Report. His publications are someof the most grounded, coherent and well-reasoned newsletters I receive. I would never dismiss Weiss' opinion on any topic without careful consideration. And as always - no risk, no reward - even in the bond market - short or long. I have been reading Martin Weiss’ commentary for a couple of years and am currently a subscriber to Safe Money Report. His publications are someof the most grounded, coherent and well-reasoned newsletters I receive.

I would never dismiss Weiss’ opinion on any topic without careful consideration. And as always – no risk, no reward – even in the bond market – short or long.

]]> By: fx http://www.stockgumshoe.com/2008/04/bonds-finally-ready-to-crack-safe-money-report.html/comment-page-1#comment-2657 fx Tue, 29 Apr 2008 14:21:01 +0000 http://www.stockgumshoe.com/2008/04/bonds-finally-ready-to-crack-safe-money-report.html#comment-2657 Most money managers are very bearish on long bonds so it seems that trade is already pretty crowded. from a contrarian perspective that looks pretty interesting. inflation expectations are high and mistrust with the fed and the govt run deep - again, all understandable but will inflation really rise as most people believe to be a sure bet? certainly i do not want to own 10year notes yielding 4%. but i do not want to be short them at this point either. Most money managers are very bearish on long bonds so it seems that trade is already pretty crowded. from a contrarian perspective that looks pretty interesting. inflation expectations are high and mistrust with the fed and the govt run deep – again, all understandable but will inflation really rise as most people believe to be a sure bet? certainly i do not want to own 10year notes yielding 4%. but i do not want to be short them at this point either.

]]> By: Wiebach http://www.stockgumshoe.com/2008/04/bonds-finally-ready-to-crack-safe-money-report.html/comment-page-1#comment-2630 Wiebach Sun, 27 Apr 2008 00:34:46 +0000 http://www.stockgumshoe.com/2008/04/bonds-finally-ready-to-crack-safe-money-report.html#comment-2630 Martin Weiss has made the point for many years that, in view of the high inflation, interest rates OUGHT to rise dramatically and long-term bonds would crash. But we're not in the age of Paul Volcker anymore, Greenspan raised rates only in baby steps, and Bernanke dropped them again at the first sign of trouble. I have some medium-long term muni bonds and wouldn't dream of dumping them. Martin Weiss has made the point for many years that, in view of the high inflation, interest rates OUGHT to rise dramatically and long-term bonds would crash. But we’re not in the age of Paul Volcker anymore, Greenspan raised rates only in baby steps, and Bernanke dropped them again at the first sign of trouble. I have some medium-long term muni bonds and wouldn’t dream of dumping them.

]]> By: Dividends4Life http://www.stockgumshoe.com/2008/04/bonds-finally-ready-to-crack-safe-money-report.html/comment-page-1#comment-2629 Dividends4Life Sun, 27 Apr 2008 00:11:02 +0000 http://www.stockgumshoe.com/2008/04/bonds-finally-ready-to-crack-safe-money-report.html#comment-2629 Each portfolio should have some exposure to bonds. Mine is relatively low at less than 10%. With rates low, the risk is in the rates rising and the value declining (rates and market value are inversely related). I currently hold AGG, which obviously did well in the recent rate downturn. Best Wishes, D4L Each portfolio should have some exposure to bonds. Mine is relatively low at less than 10%. With rates low, the risk is in the rates rising and the value declining (rates and market value are inversely related). I currently hold AGG, which obviously did well in the recent rate downturn.

Best Wishes,
D4L

]]> By: SageNot http://www.stockgumshoe.com/2008/04/bonds-finally-ready-to-crack-safe-money-report.html/comment-page-1#comment-2621 SageNot Sat, 26 Apr 2008 15:04:20 +0000 http://www.stockgumshoe.com/2008/04/bonds-finally-ready-to-crack-safe-money-report.html#comment-2621 You can also use those Zero Coupon Funds, they used to be 5 yrs apart, so the 2010's &/or 2015's seem to surround the expected rise in LT interest rates. You can also use those Zero Coupon Funds, they used to be 5 yrs apart, so the 2010’s &/or 2015’s seem to surround the expected rise in LT interest rates.

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