Comments (2)

  1. John perris says:

    1. First loss is best loss, sell!
    2. Having bot futures 8% at 60 once, why own any bonds at $150?
    3. Maybe 25% reits, 25% gold, and 25% Ag. Commodities, and 25%. Government notes and wait a year or two.

  2. Cathy Leow says:

    For the past several years the US ten year treasury rate has been below the nominal US GDP growth rate by 1-2%. If caused by the deflationary forces in the world, why can’t that continue? Is it so preposterous to have nominal US GDP growth near 5% and the US 10 year around 3.5% as long as rates in the rest of the developed world remain low?

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