Home › Forums › Financial Markets/Economics › Inflation – Has it arrived?
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davelj.
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September 30, 2010 at 12:03 AM #612025September 30, 2010 at 12:07 AM #610975
equalizer
Participant[quote=pjwal]No one is concerned about inflation, which is why it’s a great time to get TIPS (Treasury Inflation Protected Securities) at a good price at auction. You should keep your overall portfolio to 7-17% of this anyway as the hedge against inflation, imho.[/quote]
Good observation, against the crowd. Mircrosoft, and other top 50 companies are issuing massive amount of short term notes at near 0% to finance dividends and stock buybacks. Who are the dummies on the other side of the trade – pension funds?September 30, 2010 at 12:07 AM #611060equalizer
Participant[quote=pjwal]No one is concerned about inflation, which is why it’s a great time to get TIPS (Treasury Inflation Protected Securities) at a good price at auction. You should keep your overall portfolio to 7-17% of this anyway as the hedge against inflation, imho.[/quote]
Good observation, against the crowd. Mircrosoft, and other top 50 companies are issuing massive amount of short term notes at near 0% to finance dividends and stock buybacks. Who are the dummies on the other side of the trade – pension funds?September 30, 2010 at 12:07 AM #611605equalizer
Participant[quote=pjwal]No one is concerned about inflation, which is why it’s a great time to get TIPS (Treasury Inflation Protected Securities) at a good price at auction. You should keep your overall portfolio to 7-17% of this anyway as the hedge against inflation, imho.[/quote]
Good observation, against the crowd. Mircrosoft, and other top 50 companies are issuing massive amount of short term notes at near 0% to finance dividends and stock buybacks. Who are the dummies on the other side of the trade – pension funds?September 30, 2010 at 12:07 AM #611718equalizer
Participant[quote=pjwal]No one is concerned about inflation, which is why it’s a great time to get TIPS (Treasury Inflation Protected Securities) at a good price at auction. You should keep your overall portfolio to 7-17% of this anyway as the hedge against inflation, imho.[/quote]
Good observation, against the crowd. Mircrosoft, and other top 50 companies are issuing massive amount of short term notes at near 0% to finance dividends and stock buybacks. Who are the dummies on the other side of the trade – pension funds?September 30, 2010 at 12:07 AM #612034equalizer
Participant[quote=pjwal]No one is concerned about inflation, which is why it’s a great time to get TIPS (Treasury Inflation Protected Securities) at a good price at auction. You should keep your overall portfolio to 7-17% of this anyway as the hedge against inflation, imho.[/quote]
Good observation, against the crowd. Mircrosoft, and other top 50 companies are issuing massive amount of short term notes at near 0% to finance dividends and stock buybacks. Who are the dummies on the other side of the trade – pension funds?September 30, 2010 at 1:07 AM #611020pjwal
Participant[quote=equalizer][quote=pjwal]No one is concerned about inflation, which is why it’s a great time to get TIPS (Treasury Inflation Protected Securities) at a good price at auction. You should keep your overall portfolio to 7-17% of this anyway as the hedge against inflation, imho.[/quote]
Good observation, against the crowd. Mircrosoft, and other top 50 companies are issuing massive amount of short term notes at near 0% to finance dividends and stock buybacks. Who are the dummies on the other side of the trade – pension funds?[/quote]short term? no one really. just good investing of the money in the bank they have. i mean if they get a better rate than they debt they owe, that’s just smart money mgmt. we are seeing quite a few of these upping their dividends as well as stock buy-back. i’m not advocating msft here, but i think we can be pleased with these type of actions.
i’m not a day trader though. i look at things long-term and actively adjust on a strategy that is not affected by short term variances. 🙂
your thoughts?
September 30, 2010 at 1:07 AM #611104pjwal
Participant[quote=equalizer][quote=pjwal]No one is concerned about inflation, which is why it’s a great time to get TIPS (Treasury Inflation Protected Securities) at a good price at auction. You should keep your overall portfolio to 7-17% of this anyway as the hedge against inflation, imho.[/quote]
Good observation, against the crowd. Mircrosoft, and other top 50 companies are issuing massive amount of short term notes at near 0% to finance dividends and stock buybacks. Who are the dummies on the other side of the trade – pension funds?[/quote]short term? no one really. just good investing of the money in the bank they have. i mean if they get a better rate than they debt they owe, that’s just smart money mgmt. we are seeing quite a few of these upping their dividends as well as stock buy-back. i’m not advocating msft here, but i think we can be pleased with these type of actions.
i’m not a day trader though. i look at things long-term and actively adjust on a strategy that is not affected by short term variances. 🙂
your thoughts?
September 30, 2010 at 1:07 AM #611650pjwal
Participant[quote=equalizer][quote=pjwal]No one is concerned about inflation, which is why it’s a great time to get TIPS (Treasury Inflation Protected Securities) at a good price at auction. You should keep your overall portfolio to 7-17% of this anyway as the hedge against inflation, imho.[/quote]
Good observation, against the crowd. Mircrosoft, and other top 50 companies are issuing massive amount of short term notes at near 0% to finance dividends and stock buybacks. Who are the dummies on the other side of the trade – pension funds?[/quote]short term? no one really. just good investing of the money in the bank they have. i mean if they get a better rate than they debt they owe, that’s just smart money mgmt. we are seeing quite a few of these upping their dividends as well as stock buy-back. i’m not advocating msft here, but i think we can be pleased with these type of actions.
i’m not a day trader though. i look at things long-term and actively adjust on a strategy that is not affected by short term variances. 🙂
your thoughts?
September 30, 2010 at 1:07 AM #611763pjwal
Participant[quote=equalizer][quote=pjwal]No one is concerned about inflation, which is why it’s a great time to get TIPS (Treasury Inflation Protected Securities) at a good price at auction. You should keep your overall portfolio to 7-17% of this anyway as the hedge against inflation, imho.[/quote]
Good observation, against the crowd. Mircrosoft, and other top 50 companies are issuing massive amount of short term notes at near 0% to finance dividends and stock buybacks. Who are the dummies on the other side of the trade – pension funds?[/quote]short term? no one really. just good investing of the money in the bank they have. i mean if they get a better rate than they debt they owe, that’s just smart money mgmt. we are seeing quite a few of these upping their dividends as well as stock buy-back. i’m not advocating msft here, but i think we can be pleased with these type of actions.
i’m not a day trader though. i look at things long-term and actively adjust on a strategy that is not affected by short term variances. 🙂
your thoughts?
September 30, 2010 at 1:07 AM #612079pjwal
Participant[quote=equalizer][quote=pjwal]No one is concerned about inflation, which is why it’s a great time to get TIPS (Treasury Inflation Protected Securities) at a good price at auction. You should keep your overall portfolio to 7-17% of this anyway as the hedge against inflation, imho.[/quote]
Good observation, against the crowd. Mircrosoft, and other top 50 companies are issuing massive amount of short term notes at near 0% to finance dividends and stock buybacks. Who are the dummies on the other side of the trade – pension funds?[/quote]short term? no one really. just good investing of the money in the bank they have. i mean if they get a better rate than they debt they owe, that’s just smart money mgmt. we are seeing quite a few of these upping their dividends as well as stock buy-back. i’m not advocating msft here, but i think we can be pleased with these type of actions.
i’m not a day trader though. i look at things long-term and actively adjust on a strategy that is not affected by short term variances. 🙂
your thoughts?
September 30, 2010 at 9:38 PM #611387gandalf
ParticipantInteresting stuff. Question of our time.
Won’t come from productivity, wages, etc.
Wonder what/when triggers the decline…
September 30, 2010 at 9:38 PM #611473gandalf
ParticipantInteresting stuff. Question of our time.
Won’t come from productivity, wages, etc.
Wonder what/when triggers the decline…
September 30, 2010 at 9:38 PM #612022gandalf
ParticipantInteresting stuff. Question of our time.
Won’t come from productivity, wages, etc.
Wonder what/when triggers the decline…
September 30, 2010 at 9:38 PM #612135gandalf
ParticipantInteresting stuff. Question of our time.
Won’t come from productivity, wages, etc.
Wonder what/when triggers the decline…
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