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I will sell all my stocks, then buy gold
The 30-year went to a level last seen in 2004 — and members worked out what that does to S-REITs, to gold, to a SanDisk target of US$2,400, and to a dividend that was raised on a tenth of the cash flow.
The most probable year-end picture is “higher for longer, but not necessarily higher every week.” The 10-year yield is likely to fluctuate around 5%, while the 30-year remains under greater pressure from fiscal supply and the term premium. A sustained move toward 6% would probably require another oil shock or a loss of confidence that inflation is being contained; a decline below roughly 4.8% would likely require clear labor-market deterioration, lower energy prices and softer Treasury supply.
A useful next step would be to stress-test how these three yield scenarios could affect mortgage rates, technology valuations, banks, and long-duration bond prices through year-end.
The 30-year went to a level last seen in 2004 — and members worked out what that does to S-REITs, to gold, to a SanDisk target of US$2,400, and to a dividend that was raised on a tenth of the cash flow.
Nice article to share
The 30-year went to a level last seen in 2004 — and members worked out what that does to S-REITs, to gold, to a SanDisk target of US$2,400, and to a dividend that was raised on a tenth of the cash flow.
Surging 30-year yields force total market repricing, crushing dividend-safe REITs and gold.
The 30-year went to a level last seen in 2004 — and members worked out what that does to S-REITs, to gold, to a SanDisk target of US$2,400, and to a dividend that was raised on a tenth of the cash flow.
Great information sharing to community. keep doing.
The 30-year went to a level last seen in 2004 — and members worked out what that does to S-REITs, to gold, to a SanDisk target of US$2,400, and to a dividend that was raised on a tenth of the cash flow.
good analysis
The 30-year went to a level last seen in 2004 — and members worked out what that does to S-REITs, to gold, to a SanDisk target of US$2,400, and to a dividend that was raised on a tenth of the cash flow.
awesome
The 30-year went to a level last seen in 2004 — and members worked out what that does to S-REITs, to gold, to a SanDisk target of US$2,400, and to a dividend that was raised on a tenth of the cash flow.
The Long End Breaking: Why the 5.5% Treasury Bond Changes Everything
🌟🌟🌟The bedrock of the global financial system has just experienced a huge structural fracture. For the first time in 22 years, the 30 year US Treasury yield ripped through 5.5% while the benchmark 10 year yield touched a menacing 19 year high of 5.23%.
This isn't the Federal Reserve pulling short term rates higher. This is the open market actively revolting against the long term price of money.
The long end is breaking because bond investors are demanding a huge painful premium to compensate for a reality that US government has to accept.
My Take:
I will continue to dollar cost average my index ETFs like $State Street Portfolio S&P 500 ETF - SPDR(SPYM.US)because I am letting the "weighing machine" of the market do the heavy lifting while neutralising the threats of a high interest rate environment.
As Benjamin Graham famously said:
"The stock market is a voting machine in the short term but a weighing machine in the long term."
The 30-year went to a level last seen in 2004 — and members worked out what that does to S-REITs, to gold, to a SanDisk target of US$2,400, and to a dividend that was raised on a tenth of the cash flow.
With an elevated yield or an increase with no control to bring down foreseeable in the long run will most likely be a bearish factor for the overall stock markets.
The 30-year went to a level last seen in 2004 — and members worked out what that does to S-REITs, to gold, to a SanDisk target of US$2,400, and to a dividend that was raised on a tenth of the cash flow.
This post is a really good sharing and hope everyone can learn from it!
The 30-year went to a level last seen in 2004 — and members worked out what that does to S-REITs, to gold, to a SanDisk target of US$2,400, and to a dividend that was raised on a tenth of the cash flow.
