Guest_ringledman_* Posted August 13, 2010 Share Posted August 13, 2010 http://www.businessinsider.com/buffett-shortens-bond-portfolio-duration-2010-8 Fixed income to lose it. Quote Link to comment Share on other sites More sharing options...
azogar Posted August 13, 2010 Share Posted August 13, 2010 mods please move this thread immediately; failure to do so may result in golds greatest contra-indicator from not functioning correctly Quote Link to comment Share on other sites More sharing options...
Georgia O'Keeffe Posted August 13, 2010 Share Posted August 13, 2010 (edited) mods please move this thread immediately; failure to do so may result in golds greatest contra-indicator from not functioning correctly Scene sets to a small campfire somewhere in Colorado 1800s Billy the Kid:RB, whats your view on Gold, RB: Billy, youre a fast gun but dont know sh!t about the yellow stuff, I believe its topping and the bull market is over and it will definately end at some point Edited August 13, 2010 by Tamara De Lempicka Quote Link to comment Share on other sites More sharing options...
azogar Posted August 13, 2010 Share Posted August 13, 2010 Scene sets to a small campfire somewhere in Colorado 1800s Billy the Kid:RB, whats your view on Gold, RB: Billy, youre a fast gun but dont know sh!t about the yellow stuff, I believe its topping and the bull market is over and it will definately end at some point There's bonds in them thar hills boy! Quote Link to comment Share on other sites More sharing options...
tomwatkins Posted August 13, 2010 Share Posted August 13, 2010 http://www.businessinsider.com/buffett-shortens-bond-portfolio-duration-2010-8 Fixed income to lose it. Buffet=Advisor to Obama=Buy-in to Goldman Sachs=Inside Info=Crook=Jail Time (wont happen but I can dream) Quote Link to comment Share on other sites More sharing options...
Confounded Posted August 13, 2010 Share Posted August 13, 2010 Buffet=Advisor to Obama=Buy-in to Goldman Sachs=Inside Info=Crook=Jail Time (wont happen but I can dream) Spot on. Anyway good luck with him on that call. Quote Link to comment Share on other sites More sharing options...
easy2012 Posted August 13, 2010 Share Posted August 13, 2010 http://www.businessinsider.com/buffett-shortens-bond-portfolio-duration-2010-8 Fixed income to lose it. I think the more likely explanation is that Buffet got nothing to buy right now and just parking his money (even for 1-2% yield) so that he gets his money back when he need it. Buffet normally does not make macro calls. Quote Link to comment Share on other sites More sharing options...
Si1 Posted August 14, 2010 Share Posted August 14, 2010 I think the more likely explanation is that Buffet got nothing to buy right now and just parking his money (even for 1-2% yield) so that he gets his money back when he need it. Buffet normally does not make macro calls. hello are you crazy Quote Link to comment Share on other sites More sharing options...
AteMoose Posted August 14, 2010 Share Posted August 14, 2010 which probably means buffet is positioned for deflation, what buffet says he does is different to what buffet does.. Quote Link to comment Share on other sites More sharing options...
Guest_ringledman_* Posted August 14, 2010 Author Share Posted August 14, 2010 (edited) which probably means buffet is positioned for deflation, what buffet says he does is different to what buffet does.. What rubbish. The fact that is joe public on here all believe in deflation. This is the mainstream view. The fundamentals support the opposing view. It is a joke to compare us or the USA to Japan when they were an economy of savers, producers. Look at the fundamentals. it's negative interest rates for the next decade. The 30 year bull market in fixed income and cash is ending. This is the blow out stage when joe public buys into fixed income. Equities and commodities the only chance of maintaining one's weatlh over the next 20 years. Edited August 14, 2010 by ringledman Quote Link to comment Share on other sites More sharing options...
Si1 Posted August 14, 2010 Share Posted August 14, 2010 The fact that is joe public on here all believe in deflation poo-pants may I suggest at this juncture that from my dad's view - things lookiffy therefore all wealth must be stored in the high street buildng society? (same thing as what you are saying but interpreted for the masses) oh yeah - that, or a new patio/bathroom/sofa (etc) Quote Link to comment Share on other sites More sharing options...
200p Posted August 14, 2010 Share Posted August 14, 2010 Remember "I create nothing, I own" Gordon Gekko (Wallstreet). Billionaires aren't too worried by the "dollar value" of their wealth. It could be worth $1Billion or $50Billion. The key is the percentage owned, of key income producing assets/monopolies/cartels. --- If you and I were on an island - you have $50 billion and I owned 100% of the island (inc. water, farms, army of serfs). Who is the richer? Quote Link to comment Share on other sites More sharing options...
ParticleMan Posted August 14, 2010 Share Posted August 14, 2010 The key is the percentage owned, of key income producing assets/monopolies/cartels.--- If you and I were on an island - you have $50 billion and I owned 100% of the island (inc. water, farms, army of serfs). Who is the richer? The key is the spread above the risk free rate. If you lived on an island and were holding $50bn, you'd probably be holding it in treasury stock. So then it comes back to an argument of par, market price, coupon, liquidity/ depth - and GDP (of the nations concerned). Either way, your first sentence is entirely correct (although the point is to own stocks earning relatively high risk adjusted flows - not all asset mixes are equivalent)... Quote Link to comment Share on other sites More sharing options...
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