tag:blogger.com,1999:blog-1527840491496268397.post4111448508258816944..comments2024-03-08T11:20:30.095-07:00Comments on Credit Bubble Stocks: Guest Post: @pdxsag on The End Game by Grant Williams and Bill FleckensteinUnknownnoreply@blogger.comBlogger12125tag:blogger.com,1999:blog-1527840491496268397.post-29144636015624759152020-08-21T11:55:45.486-07:002020-08-21T11:55:45.486-07:00Thanks for these.
The attractive thing about in...Thanks for these. <br /><br />The attractive thing about indexed ETFs and funds is that there's no other place for UMC plebes to put money. Property rights have eroded to the point where it is quite risky to buy rental properties, especially while competing with huge REITs and ChiCom investors. You can't keep money in the bank. If you keep it in dubloons, you can get robbed. <br /><br />Your other option is rolling money into a business and competing with huge monopolies or employees who want to sue. <br /><br />Thus ETFs. Buyers are definitely price-insensitive. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-49295672593177323822020-08-20T12:06:32.565-07:002020-08-20T12:06:32.565-07:00Thanks for doing this! This is a big help. Can any...Thanks for doing this! This is a big help. Can anyone point to resources for the retail investor for guidance moving forward. what to do when 60/40 made in passive funds becomes troubled. Anonymoushttps://www.blogger.com/profile/11479070676882558893noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-7136625075560520392020-08-20T03:03:01.499-07:002020-08-20T03:03:01.499-07:00Great stuff! Please do Mike Green's and Russel...Great stuff! Please do Mike Green's and Russell Napier's episodes!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-23383335464941302672020-08-19T17:23:58.643-07:002020-08-19T17:23:58.643-07:00Well, the people have spoken... Russell Napier com...Well, the people have spoken... Russell Napier coming up next. :) Though, it probably won't be until late next week at the earliest.<br /><br />Thank you all for the kind words and encouragement.Allan Folzhttps://www.blogger.com/profile/06762674627739423845noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-52390747390743087552020-08-19T16:29:27.159-07:002020-08-19T16:29:27.159-07:00Please, please do Russell Napier episode!Please, please do Russell Napier episode!robert smithnoreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-16321882175237892622020-08-19T07:50:08.319-07:002020-08-19T07:50:08.319-07:00This is great, please do Mike Green's episode....This is great, please do Mike Green's episode.ec0nstudentnoreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-4781848009020144632020-08-19T07:37:14.915-07:002020-08-19T07:37:14.915-07:00New readers, also see last night's post, "...New readers, also see last night's post, "The Biggest Heist of All Time: Tesla Will Probably Join the S&P 500":<br /><br />http://www.creditbubblestocks.com/2020/08/the-biggest-heist-of-all-time-tesla.htmlCPhttps://www.blogger.com/profile/12701174164478027499noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-30639645832822297062020-08-19T07:32:52.836-07:002020-08-19T07:32:52.836-07:00This is excellent and summarizes my take away as w...<i>This is excellent and summarizes my take away as well on why I hesitate to embrace the “Brrr” theme: <b>“I think that “crisis” is going to washout everyone that tries to leverage themselves in an attempt to front-run the Fed. The Fed needs a fig-leaf for their monetization scheme.”</b></i><br />https://twitter.com/profplum99/status/1296088042717851649?s=20CPhttps://www.blogger.com/profile/12701174164478027499noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-49294137759643396562020-08-19T07:30:21.835-07:002020-08-19T07:30:21.835-07:00I would like you to continue these analyses/synops...I would like you to continue these analyses/synopses.Robert Neelyhttps://www.blogger.com/profile/15251561105262996508noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-21083394486196939762020-08-19T07:01:28.046-07:002020-08-19T07:01:28.046-07:00Please do more of these. Very good.Please do more of these. Very good.MrGothamhttps://www.blogger.com/profile/07774441402800770203noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-61580412835758774822020-08-19T03:32:10.477-07:002020-08-19T03:32:10.477-07:00He's also on hidden forces podcast with Sentry...He's also on hidden forces podcast with Sentry around 2017.Ahmedhttps://www.blogger.com/profile/09332058326508175312noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-62913995216452556582020-08-19T00:20:25.337-07:002020-08-19T00:20:25.337-07:00Since I was mentioned, I thought I’d throw in my t...Since I was mentioned, I thought I’d throw in my two cents (not adjusted for inflation).<br /><br />Although stocks are very richly priced, I should buy them anyway because the real yield on long-term TIPS is negative. There is no alternative.<br /><br />Although the real yield on long-term TIPS is negative, I should buy them anyway because stocks are very richly priced. There is no alternative.<br /><br />Oh, wait. I am sitting in cash patiently waiting for 2021 so that I can once again buy more long-term I-Bonds with 0% real yields and/or EE-Bonds guaranteed to double in price in 20 years. I’m also using cash to bring future purchases forward. Never mind. Maybe there is an alternative.<br /><br />The government wisely limits how many I-Bonds and EE-Bonds I can purchase in a given year, but fortunately I’ve been a believer in savings bonds since 2000. Had the government let me, my entire investment net worth would be sitting in I-Bonds purchased that year. Paid/paying 3.4% over inflation for 30 years. And hindsight shows that 2000 was an excellent year to take advantage of it. The 0.0% offered for I-Bonds purchased today is still a good relative value compared to long-term TIPS purchased today though.<br /><br />Investors in high-flying stocks probably aren’t going to believe me when I say that it continues to get harder and harder to make money off of money. I guess we’ll just have to agree to disagree and see what the long-term future actually brings. One thing we can say with certainty. There is no money to be made buying long-term TIPS today and holding to maturity. Only pain. The only real debate is what the future of the stock market is (and the housing market too).<br /><br />And now, this bear once again opts to attempt hibernation. Winter is coming. *cringe*Stagflationary Markhttps://www.blogger.com/profile/04568993350246477976noreply@blogger.com