http://alephblog.com/2009/05/08/one-dozen-notes-on-our-current-situation-in-the-markets/ Helping Institutions and Ordinary People Invest Better by Focusing on Risk Control Wed, 10 Mar 2010 23:49:31 -0500 http://wordpress.org/?v=2.8.4 hourly 1 http://alephblog.com/2009/05/08/one-dozen-notes-on-our-current-situation-in-the-markets/comment-page-1/#comment-21722 IF Mon, 11 May 2009 02:59:35 +0000 http://alephblog.com/?p=1691#comment-21722 Fair enough. To me as well long term TIPS seem to be the least bad "safe" investment/value store. But there is always this nagging feeling. Fair enough. To me as well long term TIPS seem to be the least bad “safe” investment/value store. But there is always this nagging feeling.

]]> http://alephblog.com/2009/05/08/one-dozen-notes-on-our-current-situation-in-the-markets/comment-page-1/#comment-21717 David Merkel Sun, 10 May 2009 04:53:42 +0000 http://alephblog.com/?p=1691#comment-21717 Touche, IF. I don't trust the CPI-U calculation either. I wrote a lot at RealMoney about that. I just think things will inflate enough that the badly designed CPI-U will still make TIPS do better than nominal bonds. Touche, IF. I don’t trust the CPI-U calculation either. I wrote a lot at RealMoney about that. I just think things will inflate enough that the badly designed CPI-U will still make TIPS do better than nominal bonds.

]]> http://alephblog.com/2009/05/08/one-dozen-notes-on-our-current-situation-in-the-markets/comment-page-1/#comment-21712 IF Fri, 08 May 2009 16:04:48 +0000 http://alephblog.com/?p=1691#comment-21712 You don't seem to like or trust the government too much. Nevertheless you favor TIPS. Is this a vote of confidence in CPI-U computations? You don’t seem to like or trust the government too much. Nevertheless you favor TIPS. Is this a vote of confidence in CPI-U computations?

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