*Investors Blog*

What we have now is a time to buy some bonds, or even better some bond funds -which would have been terrible 2 years back or so. Not gonna ever be perfect timing though.

I have bought these today:

AGGH
FBND
FCOR
HIGH
SPLB

This generally applies to retired types, moving some money out of 5.3% MM's in IRAs who want to hold these rates and not get all sweaty if rates bounce up, yet enjoy if rates go down. Not for the young bucks.
 
Warstud said:
I'm saying the rally from November may be over soon . There's usually 2 to 3 good oversold rallys in a year that I participate in .
Click to expand...
Yeah, Im wondering the same thing. Except for my "staple" WMT I am sitting on cash in my spec account that I dont want to sit on for a short term trade but haven't been focused on the market and dont know what I want to buy.
 
Pablo said:
What we have now is a time to buy some bonds, or even better some bond funds -which would have been terrible 2 years back or so. Not gonna ever be perfect timing though.

I have bought these today:

AGGH
FBND
FCOR
HIGH
SPLB

This generally applies to retired types, moving some money out of 5.3% MM's in IRAs who want to hold these rates and not get all sweaty if rates bounce up, yet enjoy if rates go down. Not for the young bucks.
Click to expand...


What is your expected rate of return on those over the next 12-14 months?
 
I think its worth noting seasonality.

January and February tend to underperform in general.

In election years, First quarters tend to underperform in general - followed by a big ramp into the end of summer, after which it gets choppy until almost the election.

Obviously historical averages don't take into account any particular catalysts - but I don't see any real catalysts right now. I am sitting on my hands.

Still think a VIX play is maybe a possibility this quarter, but haven't dipped in yet.

As always, past performance doesn't guarantee future returns.
 
If this is true, its big news. Its essentially QE. BTFE was a program put in place at the time of the SVB failure. It allowed banks to use underwater treasuries as face value collateral with the fed, even though they may have been underwater by as much as half. It was supposed to expire after a year - so March this year. Looks like not.

I didn't expect this. Totally changes my investment plan if true. Doh!. Risk on I guess?

"US REGULATORS are preparing to introduce a plan to require that banks tap the Federal Reserve’s discount window at least once a year to reduce the stigma and ensure lenders are ready for troubled times."
https://www.businesstimes.com.sg/in...es-rule-forcing-banks-tap-fed-discount-window
 
SC Maintenance said:
If this is true, its big news. Its essentially QE. BTFE was a program put in place at the time of the SVB failure. It allowed banks to use underwater treasuries as face value collateral with the fed, even though they may have been underwater by as much as half. It was supposed to expire after a year - so March this year. Looks like not.

I didn't expect this. Totally changes my investment plan if true. Doh!. Risk on I guess?

"US REGULATORS are preparing to introduce a plan to require that banks tap the Federal Reserve’s discount window at least once a year to reduce the stigma and ensure lenders are ready for troubled times."
https://www.businesstimes.com.sg/in...es-rule-forcing-banks-tap-fed-discount-window
Click to expand...
Please explain, in detail, how this changes your plans.

I mean you don't time the market.

Are you retiring soon?
 
SC Maintenance said:
Well, uh yeah if your an "investor" timing matters.

I don't manage my retirement account. Its in a SPY ETF. I manage the casino money. So, About half my casino money was in cash. It might not be tomorrow.
Click to expand...
It's still proposed.

The article seems a little odd on the amount. Does it say they can borrow a buck? Basically it seems like goal is a quicker and easier, more ready path.
 
Pablo said:
It's still proposed.

The article seems a little odd on the amount. Does it say they can borrow a buck? Basically it seems like goal is a quicker and easier, more ready path.
Click to expand...
Absolutely, nothing is approved and more information needed. Possibly the fed has a blanket open window operation that is for all time and forever, and no one uses it. But if it is implemented and is used its a source of endless liquidity.
 
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