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  1. #671
    Speedy Az winner69's Avatar
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    Interesting that in NZ real long-term bond yields are still barely higher than those prevailing just prior to Covid.

    Market sort of saying we don't have an inflation problem ...that needs fixing
    Last edited by winner69; Today at 08:51 AM.
    . To say extreme valuations are “justified” is also to say that long-term market losses are “justified.” .

  2. #672
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    Quote Originally Posted by winner69 View Post
    Interesting that real long-term bond yields are still barely higher than those prevailing just prior to Covid.

    Market sort of saying we don't have an inflation problem ...that needs fixing
    Is that NZ rates? Where do you get your information from. I should probably try harder to understand things.

    I listen to a lot of market commentators who think deflation will be an issue. I guess the Federal Reserve is only buying $60,000,000,000 a month of bonds now. I wonder how they establish what interest rate they will accept before buying a bond. I don't know but I suppose that is only short term bonds. Would $720,000,000,000 annually even be noticed. I guess the RBNZ isn't doing any bond buying if we are talking about NZ rates.

    Some commentators have also suggested there is no price discovery in bond markets anymore, I would have to look back for their reasoning behind this view. Possibly something about central bank buying.

  3. #673
    Speedy Az winner69's Avatar
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    Quote Originally Posted by Aaron View Post
    Is that NZ rates? Where do you get your information from. I should probably try harder to understand things.

    I listen to a lot of market commentators who think deflation will be an issue. I guess the Federal Reserve is only buying $60,000,000,000 a month of bonds now. I wonder how they establish what interest rate they will accept before buying a bond. I don't know but I suppose that is only short term bonds. Would $720,000,000,000 annually even be noticed. I guess the RBNZ isn't doing any bond buying if we are talking about NZ rates.

    Some commentators have also suggested there is no price discovery in bond markets anymore, I would have to look back for their reasoning behind this view. Possibly something about central bank buying.
    Sorry - yes NZ inflation indexed bond yields

    Treasury have the data if you can find it ...there is a S&P/NZX Inflation Indexed Government Bond Index thingie

    Undrstand it if you want and if you do you would be doing better than Orr and a few others lol
    . To say extreme valuations are “justified” is also to say that long-term market losses are “justified.” .

  4. #674
    Senior Member TeslaGod's Avatar
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    Quote Originally Posted by TeslaGod View Post
    No/ there is one last cycle.

    It all ends around 2030

    And a new currency will replace the dollar and the debt.

    If we can survive the impending war that will eventually happen (as has happened since the beginning of the long term debt cycle)
    Wars happen for more than just political or religious ideology.

    Wars happen because money is to be made.

    When the virus eventually runs it's course, there's always a good old war that needs the money printers to fire up again.

    Just need Russia to make a move on The Ukraine or China to make a move on Taiwan$$


  5. #675
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    Quote Originally Posted by TeslaGod View Post
    Wars happen for more than just political or religious ideology.

    Wars happen because money is to be made.

    When the virus eventually runs it's course, there's always a good old war that needs the money printers to fire up again.

    Just need Russia to make a move on The Ukraine or China to make a move on Taiwan$$

    Will Tesla be making a tank ?

  6. #676
    Senior Member TeslaGod's Avatar
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    Quote Originally Posted by TeslaGod View Post
    Wars happen for more than just political or religious ideology.

    Wars happen because money is to be made.

    When the virus eventually runs it's course, there's always a good old war that needs the money printers to fire up again.

    Just need Russia to make a move on The Ukraine or China to make a move on Taiwan$$

    Should war break out with Russia and the Ukraine, NATO sanctions will be forced on Russia / causing oil prices to soar/

    Pain on pain for fixed income earners.
    Last edited by TeslaGod; Today at 12:25 PM.

  7. #677
    Senior Member TeslaGod's Avatar
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    Quote Originally Posted by TeslaGod View Post
    Should war break out with Russia and the Ukraine, NATO sanctions will be forced on Russia / causing oil prices to soar/

    Pain on pain for fixed income earners.
    Disclaimer: This will increase sales of Teslas.

    (Not that they need more sales , but as a company owner I won't complain)
    Last edited by TeslaGod; Today at 12:34 PM.

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