Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (18362)	8/8/2016 10:37:44 AM
From: richardred	Read Replies (3) \| Respond to of 33421

>When interest rates do start to rise in a material way there are going to be a number of insurance companies, pension funds, soverign wealth funds and institutional investors that will experience price declines on their bond portfolios.... Excellent point John that I didn't consider off hand. I guess a question to ask are those type of holders hedging their bond positions? Met Life might be a good poster child how well their diversified.

To: John Pitera who wrote (18362)	8/8/2016 10:46:00 AM
From: robert b furman	4 Recommendations Recommended By 3bar John Pitera roguedolphin sixty2nds Read Replies (2) \| Respond to of 33421

HI John, That will make "hold till maturity" a painfully long low paying grind. When the big players who hold a lot of bonds see the reversal for real - my bet is the market shift will be immediate and fast for several days. If you are a small investor you'll be run over and not able to get out - the big boys will be playing for themselves only. It will make head lines as a blood bath but a week too late. Trillions will be gone and never recovered. I have zero bonds and have watched this bubble get ridiculous - even to the point of negative rates (wonder how many trillions have been made on this often overlooked long term bubble. Seems like I remember that property in the US will never go down too! JMHO Bob