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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 386.44-0.2%Dec 5 4:00 PM EST

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To: Maurice Winn who wrote (149575)7/6/2019 7:34:24 AM
From: TobagoJack  Read Replies (2) of 218253
 
how are you adjusting to time zone shift?

it is 4:30am and am looking for break followed by dinner

had a series of fun meetings yesterday and one big takeaway was there be some consensus w/r to inevitability of 'towards zero' rate

consensus trouble me, as a natural matter of of course, generally, but in the now, I think towards-zero is where we are going

ran through some numbers and it seems that if one is willing to tolerate any temporary draw-down of up to 50% on capital then it is still possible to arrange now for a safe 4-6% annualised yield, and

if we are indeed going towards zero, followed by possibly slightly negative, then one must make peace now and arrange one's affairs in such a way to 'lock-in' the 4-6% protocol

in a way it is 'funny' as in heehaw that some folks actually thought rates was going to head up, and built a whole alt-reality premised on rates going up

speaking of such funny people, I like Portuguese sausage for breakfast

and yes, love traveling, and over indulge at breakfast time :0)

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