I think the Duke will get the call to come on down to the Pub this afternoon.<<
My comment below :)
Put some orders in for DBB—COT seems favorable for copper and that also probably means for base metals.
Also some orders in for REMX—already own it. I’d think these two would benefit from the disparity between cyclical and defensive that I posted before.
Production is being cut which will be supportive for prices eventually.
Buying more RYJUX at today’s close. I’m pretty sure this rally has caused TLT holders to continue to hold and since everybody thinks that Benron has their back, just like in 2008 with stocks, I think TLT will collapse to below 100 when the panic starts. Might be a good time to buy then.
I’ll buy more SAGG if it gets below its low—I think that is 35.60. We shall see.
TIP looks to have more to run<<
I think it will hold up much better than TLT--if somebody (pension fund, etc.) has to buy bonds at this point what are you going to buy?
That said, what determines the dividend (CPI) is a gov't. scam, of course. The dividends they pay aren't real consistent in TIP. You certainly don't want to be in it if we get a deflation scare--real interest rates would spike like they did in 2008 and it went down hard.
well I think it is a "McDonalds" day tomorrow<<
I am adding to some more to funds at the close today (ANOIX, AOVIX)-can't really time them well since they are bought at the close. I'll probably add Fri and maybe Mon too.
I'm not feeling to bad about things today.<<
TIP looks to have more to run...I'm getting confused...it will be ok....I may just move to cash on tlt instead.
I bought tza back...not that I think it is going a ton higher, but enough to justify a trade tomorrow morning.
UNG did the full circle today.