Crawling Road » bonds http://crawlingroad.com/blog The Permanent Portfolio, Investing, Finance and Random Thoughts. Tue, 15 May 2012 10:05:08 +0000 en hourly 1 http://wordpress.org/?v= The Crawling Road Money Show focuses on investing, finance and economics. We discuss the Permanent Portfolio and other topics to make investing simple and successful. Craig Rowland clean Craig Rowland podcastsxml@crawlingroad.com podcastsxml@crawlingroad.com (Craig Rowland) 2010-2012 Craig Rowland Simple investing for success. investing, permanent portfolio, indexing, stocks, bonds, cash, gold, harry browne, john chandler, craig rowland, craigr, crawling road Crawling Road » bonds http://crawlingroad.com/blog/wp-content/plugins/powerpress/rss_default.jpg http://crawlingroad.com/blog iShares Treasury Long Term Bond Index ETF Lending Securities and Risk http://crawlingroad.com/blog/2012/03/21/ishares-tlt-etf-lending-securities-and-risk/ http://crawlingroad.com/blog/2012/03/21/ishares-tlt-etf-lending-securities-and-risk/#comments Wed, 21 Mar 2012 08:48:45 +0000 Craig Rowland http://crawlingroad.com/blog/?p=7109

From The Crawling Road Blog - The Permanent Portfolio Discussion and More

Recently it’s become clear that iShares is doing a lot of securities lending behind the scenes in their TLT Treasury ETF. This is a Treasury ETF they offer to hold bonds in excess of 20+ years. While not a perfect solution for the Permanent Portfolio, it is recommended by myself if you want [...]

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]]> http://crawlingroad.com/blog/2012/03/21/ishares-tlt-etf-lending-securities-and-risk/feed/ 1 Fed Bank Failure Stress Test http://crawlingroad.com/blog/2012/03/12/fed-bank-failure-stress-test/ http://crawlingroad.com/blog/2012/03/12/fed-bank-failure-stress-test/#comments Mon, 12 Mar 2012 22:29:29 +0000 Craig Rowland http://crawlingroad.com/blog/?p=7032

From The Crawling Road Blog - The Permanent Portfolio Discussion and More

Normally I don’t pay much attention to these things, but this story on bank failure stress testing caught my eye: Fed Unveils Doomsday Scenario for Banks The Fed will look at how the nation’s 19 largest banks would survive a world with a 13 percent jobless rate, a 50-percent drop in stocks, [...]

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]]> http://crawlingroad.com/blog/2012/03/12/fed-bank-failure-stress-test/feed/ 2 Risk and the Future http://crawlingroad.com/blog/2012/02/29/risk-and-the-future/ http://crawlingroad.com/blog/2012/02/29/risk-and-the-future/#comments Thu, 01 Mar 2012 01:17:08 +0000 Craig Rowland http://crawlingroad.com/blog/?p=6633

From The Crawling Road Blog - The Permanent Portfolio Discussion and More

Let’s talk about risk and the future. Sometimes I get a question about event X or event Y or event Z. These can sometimes be extreme events that someone is worried over. They often want to know how the Permanent Portfolio will deal with one or all of them. My answer is that nobody knows what every [...]

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]]> http://crawlingroad.com/blog/2012/02/29/risk-and-the-future/feed/ 1 My Easiest Money Is From Market Timers http://crawlingroad.com/blog/2012/01/12/my-easiest-money-is-from-market-timers/ http://crawlingroad.com/blog/2012/01/12/my-easiest-money-is-from-market-timers/#comments Thu, 12 Jan 2012 17:43:17 +0000 Craig Rowland http://crawlingroad.com/blog/?p=6418

From The Crawling Road Blog - The Permanent Portfolio Discussion and More

Anyone reading this blog knows I don’t market time because I just don’t think it works. That’s for any asset class. Yet I sometimes see advice from those that would say that stock market timing doesn’t work, but will tell people about bond market timing strategies that supposedly do work. You can’t [...]

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]]> http://crawlingroad.com/blog/2012/01/12/my-easiest-money-is-from-market-timers/feed/ 0 Tutorial on Buying Bonds from Fidelity http://crawlingroad.com/blog/2011/10/28/tutorial-on-buying-bonds-from-fidelity/ http://crawlingroad.com/blog/2011/10/28/tutorial-on-buying-bonds-from-fidelity/#comments Fri, 28 Oct 2011 19:48:11 +0000 Craig Rowland http://crawlingroad.com/blog/?p=6058

From The Crawling Road Blog - The Permanent Portfolio Discussion and More

Forum member Gumby has put up a great tutorial on how to buy bonds directly if you are with Fidelity: Fidelity Bond Tutorial Buying bonds directly for the Permanent Portfolio is always the best way to own them. You eliminate fund risk and save on management fees as well. Most brokerages have [...]

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]]> http://crawlingroad.com/blog/2011/10/28/tutorial-on-buying-bonds-from-fidelity/feed/ 0 iShares ETFs – Synthetic or Direct Holdings? http://crawlingroad.com/blog/2011/10/27/ishares-etfs-synthetic-or-direct-holdings/ http://crawlingroad.com/blog/2011/10/27/ishares-etfs-synthetic-or-direct-holdings/#comments Fri, 28 Oct 2011 01:40:52 +0000 Craig Rowland http://crawlingroad.com/blog/?p=6048

From The Crawling Road Blog - The Permanent Portfolio Discussion and More

Relating to this post about funds holding things they otherwise shouldn’t: Vanguard Treasury Bond Funds Filled with Mortgage Garbage A reader wrote to iShares to ask about their ETFs and find out which had direct holdings and which were synthetically run with derivatives. The directly held funds [...]

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]]> http://crawlingroad.com/blog/2011/10/27/ishares-etfs-synthetic-or-direct-holdings/feed/ 0 Vanguard “Treasury” Bond Funds Filled with Mortgage Garbage http://crawlingroad.com/blog/2011/09/30/vanguard-treasury-bond-funds-filled-with-mortgage-garbage/ http://crawlingroad.com/blog/2011/09/30/vanguard-treasury-bond-funds-filled-with-mortgage-garbage/#comments Fri, 30 Sep 2011 17:37:36 +0000 Craig Rowland http://crawlingroad.com/blog/?p=5986

From The Crawling Road Blog - The Permanent Portfolio Discussion and More

EyeDee over at the Bogleheads forum posts the following: Those who own Vanguard Treasury funds to avoid mortgage-backed securities should probably be aware that as of 08/31/2011, Government Mortgage-Backed securities in Vanguard’s Treasury funds are up to: 17.7% in Short-Term Treasury Fund 17.4% in [...]

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]]> http://crawlingroad.com/blog/2011/09/30/vanguard-treasury-bond-funds-filled-with-mortgage-garbage/feed/ 12 Long Term Bonds Continue to Confound the Gurus http://crawlingroad.com/blog/2011/09/21/long-term-bonds-continue-to-confound-the-gurus/ http://crawlingroad.com/blog/2011/09/21/long-term-bonds-continue-to-confound-the-gurus/#comments Wed, 21 Sep 2011 20:08:57 +0000 Craig Rowland http://crawlingroad.com/blog/?p=5969

From The Crawling Road Blog - The Permanent Portfolio Discussion and More

Well I don’t normally comment on current market news, but it looks like the Fed may keep up the pressure on long term bond rates. This, despite the predictions of many gurus that long term bonds have nowhere to go but up and should be avoided. Well rates continue to fall. As of right now they are [...]

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]]> http://crawlingroad.com/blog/2011/09/21/long-term-bonds-continue-to-confound-the-gurus/feed/ 1 US Credit Downgrade http://crawlingroad.com/blog/2011/08/08/us-credit-downgrade/ http://crawlingroad.com/blog/2011/08/08/us-credit-downgrade/#comments Mon, 08 Aug 2011 18:02:54 +0000 Craig Rowland http://crawlingroad.com/blog/?p=5826

From The Crawling Road Blog - The Permanent Portfolio Discussion and More

Well most people at this point know the US credit rating was downgraded by S&P from AAA to AA+. The market result was a huge selloff in Treasuries today and the price crashed. Just kidding! They are up like crazy. Strange world, eh?  I implore investors to stay out of the market timing, future [...]

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]]> http://crawlingroad.com/blog/2011/08/08/us-credit-downgrade/feed/ 7 2010-12-08 – Bonds for the Permanent Portfolio http://crawlingroad.com/blog/2010/12/08/2010-12-08-bonds-for-the-permanent-portfolio/ http://crawlingroad.com/blog/2010/12/08/2010-12-08-bonds-for-the-permanent-portfolio/#comments Thu, 09 Dec 2010 04:02:14 +0000 Craig Rowland http://crawlingroad.com/blog/?p=5503

From The Crawling Road Blog - The Permanent Portfolio Discussion and More

Podcast for December 8th, 2010 Topics What bonds to buy for the Permanent Portfolio. Why only own 100% US Treasury Bonds? Why to avoid municipal, corporate, junk and government agency bonds. Problems with actively managed bond funds. Individual bonds vs. bond funds. Performance of bonds in 2008′s [...]

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]]> http://crawlingroad.com/blog/2010/12/08/2010-12-08-bonds-for-the-permanent-portfolio/feed/ 0 permanent portfolio, bonds, long term bonds, TIPS, vanguard bond funds, ishares bond funds, deflation, inflation What bonds to buy and how to buy them for the Permanent Portfolio What bonds to buy for the Permanent Portfolio. Why only own 100% US Treasury Bonds? Why to avoid municipal, corporate, junk and government agency bonds. Problems with actively managed bond funds. Individual bonds vs. bond funds. Performance of bonds in 2008's market crash. How to buy bonds. Recommended bond funds if you can't buy individual bonds. Dangers of reaching for yield. Are bonds too expensive today? Craig Rowland clean 44:30