Be concerned about the 10 years yield

[Anonymous]

We are spoiled in this country. We have low rates to acquire assets. That's how we built massive wealth compared to our peers. The average American doesn't understand this. Now investors are asking more to buy our bonds. But we need money because we keep cutting taxes yet spending more. So we may to print money to give more to those investors. But if we print more, we accelerate inflation. Wait the new incoming fed chair thinks this all temporary and is in a hurry to cut rates. Inflation doesn't affect rich people like it does others. And he is one of them. God help us.

https://www.wsj.com/finance/investing/the-global-bond-rout-is-accelerating-heres-what-to-know-b5efb93b

[Anonymous]

Maam, this is a Wendy's.

[Anonymous]

The new fed chair isn't that relevant since decisions are made by the entire FOMC. He can try to steer their votes but they aren't idiots and he will risk losing credibility if he advocates for an extreme position.

[Anonymous]

Anonymous wrote:The new fed chair isn't that relevant since decisions are made by the entire FOMC. He can try to steer their votes but they aren't idiots and he will risk losing credibility if he advocates for an extreme position.

I agree with this.

[Anonymous]

This is also because of the slow move away from the USD as reserve currency. That means less demand for US bonds as a way to use dollars held in other countries. Hence the increased rates (aka decreased prices) to offer more incentive to buy the US bonds.

[Anonymous]

Anonymous wrote:The new fed chair isn't that relevant since decisions are made by the entire FOMC. He can try to steer their votes but they aren't idiots and he will risk losing credibility if he advocates for an extreme position.

Also the Fed can't do a lot (if at all) about 30 year rates.

[Anonymous]

I'm starting to think the only one making money this year in the market is the President and his inner circle.

[Anonymous]

Anonymous wrote:I'm starting to think the only one making money this year in the market is the President and his inner circle.

Maybe the dumbest thing I’ve ever heard.

[Anonymous]

Anonymous wrote:This is also because of the slow move away from the USD as reserve currency. That means less demand for US bonds as a way to use dollars held in other countries. Hence the increased rates (aka decreased prices) to offer more incentive to buy the US bonds.

That may be true, but the US Dollar is still the only true game in town. Where are they going to put their money instead? The Euro? The Chinese Renminbi (yuan)? Pahleeze. Europe is not growing very much and is in trouble mainly due to their overregulated economies and social welfare policies. China has even more debt than the US and who would want to put their money in the hands of an authoritarian communist government who essentially practices mercantilism, manipulates their currency, steals IP on an epic scale, has opaque commerce laws that constantly change to support domestic industries, supports inefficient state-owned industries, is export dependent, risky with outside investment, polices their internet on their population, hides any mention of the Tiananmen Square 1989 massacre, etc? Not me.

[Anonymous]

Anonymous wrote:

Anonymous wrote:I'm starting to think the only one making money this year in the market is the President and his inner circle.

Maybe the dumbest thing I’ve ever heard.

You’ve been selling, then?

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:I'm starting to think the only one making money this year in the market is the President and his inner circle.

Maybe the dumbest thing I’ve ever heard.

You’ve been selling, then?

What are you even saying? The S&P is up 8% YTD and 30% since around this time last year. Anyone with money in index funds is making a lot of money so the comment was ludicrous.

No I don't sell, I buy and hold. My net worth has gone up a ton since Trump took office (and it has nothing to do with him).

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:I'm starting to think the only one making money this year in the market is the President and his inner circle.

Maybe the dumbest thing I’ve ever heard.

You’ve been selling, then?

What are you even saying? The S&P is up 8% YTD and 30% since around this time last year. Anyone with money in index funds is making a lot of money so the comment was ludicrous.

No I don't sell, I buy and hold. My net worth has gone up a ton since Trump took office (and it has nothing to do with him).

You haven’t made (or lost) anything until you sell. The question is whether you will sell at the right time.

I am not arguing that this is the right time—I am pointing out to you that the cumulative impact of all of these circumstances will not be fully realized until it is time to sell.

Good luck.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:I'm starting to think the only one making money this year in the market is the President and his inner circle.

Maybe the dumbest thing I’ve ever heard.

You’ve been selling, then?

What are you even saying? The S&P is up 8% YTD and 30% since around this time last year. Anyone with money in index funds is making a lot of money so the comment was ludicrous.

No I don't sell, I buy and hold. My net worth has gone up a ton since Trump took office (and it has nothing to do with him).

You haven’t made (or lost) anything until you sell. The question is whether you will sell at the right time.

I am not arguing that this is the right time—I am pointing out to you that the cumulative impact of all of these circumstances will not be fully realized until it is time to sell.

Good luck.

You are saying that investments that are not converted to cash don't count? Is that the argument you are trying to make? I buy and hold, so therefore I have nothing?

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:I'm starting to think the only one making money this year in the market is the President and his inner circle.

Maybe the dumbest thing I’ve ever heard.

You’ve been selling, then?

What are you even saying? The S&P is up 8% YTD and 30% since around this time last year. Anyone with money in index funds is making a lot of money so the comment was ludicrous.

No I don't sell, I buy and hold. My net worth has gone up a ton since Trump took office (and it has nothing to do with him).

You haven’t made (or lost) anything until you sell. The question is whether you will sell at the right time.

I am not arguing that this is the right time—I am pointing out to you that the cumulative impact of all of these circumstances will not be fully realized until it is time to sell.

Good luck.

You are saying that investments that are not converted to cash don't count? Is that the argument you are trying to make? I buy and hold, so therefore I have nothing?

Count for what?

Do these price increases “count” for your net worth as measured today? Sure, of course.

Do they count as having made money you know for sure will be there when it is time to spend? No, they do not—until you sell.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:I'm starting to think the only one making money this year in the market is the President and his inner circle.

Maybe the dumbest thing I’ve ever heard.

You’ve been selling, then?

What are you even saying? The S&P is up 8% YTD and 30% since around this time last year. Anyone with money in index funds is making a lot of money so the comment was ludicrous.

No I don't sell, I buy and hold. My net worth has gone up a ton since Trump took office (and it has nothing to do with him).

You haven’t made (or lost) anything until you sell. The question is whether you will sell at the right time.

I am not arguing that this is the right time—I am pointing out to you that the cumulative impact of all of these circumstances will not be fully realized until it is time to sell.

Good luck.

You are saying that investments that are not converted to cash don't count? Is that the argument you are trying to make? I buy and hold, so therefore I have nothing?

Count for what?

Do these price increases “count” for your net worth as measured today? Sure, of course.

Do they count as having made money you know for sure will be there when it is time to spend? No, they do not—until you sell.

I’m not selling for years down the line. The market goes up over the long term. Net worth is the way you track financial performance and it’s very much tied to how the S&P500 is doing. The S&P 500 has done particularly well over the last decade and certainly the past year

This all started because someone said that they thought the only people making money in the market this year were Trump and his inner circle. You agree with that? If so do you know how delusional you sound?