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To: Fido969

“ What is going to happen to your high yield bonds when interest rates go through the roof?”

Less of what will happen to high quality bonds.

Learn about interest rate risk.


86 posted on 07/24/2021 8:52:00 PM PDT by jdsteel ("A Republic, Madam, if you can keep it." Sorry Ben, looks like we blew it.)
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To: jdsteel

Thanks to everyone for their advice and opinions.

I am fully prepped up. In fact, I have too much cheap Czech Remington .223 in the safe. More than I will ever shoot, so I guess it is there for trading for other things we will need.

My takeaway opinions from this exercise, mixed with my personal views, are:

The Fed will keep interest rates low as long as they can.
(Euro rates are lower and even negative...)

When rates do rise, the housing market will fall and housing prices will fall, but not a 2008 crash.

We will see inflation in everything, but not runaway 1978-79 inflation.

Bond prices will fall as interest rate rise.

The stock market will go up with inflation (eventually).

It seems that a reasonable strategy would be to invest IRAs in dividend-paying, large cap ETFs (SPXD, etc.).

I plan on placing an automatic sell order on everything that trades during the day at about 10% below current prices.

I will keep more cash than usual.

There are a few bug-out cabin building lots in the mountains I would like to buy at about 1/2 the asking price, so I will wait for the darkest day in winter to pull that trigger.

And, of course, if Joe resigns or is removed, I expect everything will dive and maybe that is the trigger for the bubble to burst. If we perceive that Kamala will ascend to the throne, I will sell everything I can and buy it back when things look their worst.

Maybe buy a VIX ETF...

Thanks again.


87 posted on 07/25/2021 3:58:47 AM PDT by Andy from Chapel Hill
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