Crypto next cycle to start by Q4 Between interest rates rising, recession, and the loomng regulatory changes/improvements to crypto-land around the world I would be cautious. Stick with the major cryptocoins (and fiat-backed stablecoins), avoid sh-tcoins, algo-backed 'stable'coiins(hah!), and NFTs --- and be aware of counterparty risks if you're playing the yield-generation/staking game .... too many people are only now starting to understand why some places are giving them 10, 15, 20, or 25% yields on their crypto.
2022 YTD Damage +0.14% ytd, in other words, flat. Big losses in January; caught back up to zero after revamping the port primarily to managed futures and cash. Right now 25% alt and allocation, mainly managed futures; 20% hold-to-maturity debt; and 55% cash.
Move the Inflation Goal Post to +4.7% Avg - Yellen @yogibearbull - Thanks. People here won’t believe me. But I believe we’ll be reading similar stories about the price of crude oil in
1 or 2 year’s time.
Move the Inflation Goal Post to +4.7% Avg - Yellen @hank, from my Summary, Part
1 yesterday,
COMMODITIES. That is the sound of falling LUMBER (recently $580 per
1,000/bd-ft; peak $
1,7
11 in 05/202
1) from weakening housing demand, rising mortgage rates and lumber mills running at full capacity. New home inventories are now at 9 months vs only 4.7 months a year ago. There is more downside to $300-400. May short futures or ETF WOOD.
Move the Inflation Goal Post to +4.7% Avg - Yellen Sometimes it does. As described in a NYTimes article (excerpted below) about Target cutting prices. Or encapsulated more succinctly in this cartoon:
Target, like many retailers that faced skyrocketing demand in the early months of the pandemic, stocked up on goods as snarled supply chains delayed shipments. But consumers are now turning away from goods like furniture, appliances and other products for staying home and shifting to spending more on experiences and going out.
https://www.nytimes.com/2022/06/07/business/target-profit-inflation.html
Individual TIPS vs TIPS Funds
Individual TIPS vs TIPS Funds Thanks for the Stockcharts plots that are helpful to see the differences between VTIP and TIP.
One can buy individual TIPS from their brokerages. New issues are available based on the auction schedule. Here is more information from Fidelity.
You can view a list of available Treasury inflation-protected securities (TIPS) offerings by visiting Fixed income, bonds & CDs. TIPS can't currently be purchased on our mobile app.
TIPS are issued with 5, 10, and 30-year maturities at a specific frequency in auction. On the announcement date, security terms and important dates are posted on Fidelity.com. To view the auction schedule for treasuries, visit US Treasury Bonds and select “Auction Schedule”.
To view available TIPS auction offerings, log in and visit Treasury Inflation-Protected (TIPS) auction offerings.
* think you meant CPI, not CPU, correct?
Move the Inflation Goal Post to +4.7% Avg - Yellen Cut wages by 10% & see if inflation follows. The trickle down effect !? Ha Ha ! It doesn't work that way, but why not ? Greed .
Enjoy your Sunday, Derf
2022 YTD Damage YTD I am down .25%. Portfolio is 35% cash/bonds, 12 individual stocks and 11 MF's. Energy stocks biggest contributor to breaking even at 10% of portfolio.
Move the Inflation Goal Post to +4.7% Avg - Yellen The captain obvious explanations are not needed for me. I know them. I have heard them. I view them as more lies told by the regulators/politicians.
Between Jan 2010 - May 2022, the price level has increased 35%. Since Jan 2000, a 73% increase in the price level.- That is using the CPI, which severely undercounts real changes in cost of living. - The source of that stat is from bls.gov's CPI price calculator.
A 35% debasement of buying power over 12 years is not "price stability"
These jokers have failed. The institutions have failed -- They have a "mandate" then they construct policies with the predictable result of avoiding the mandate.
OK, so what was the point of your smart drivel?
Move the Inflation Goal Post to +4.7% Avg - Yellen The captain obvious explanations are not needed for me. I know them. I have heard them. I view them as more lies told by the regulators/politicians.
Between Jan 2010 - May 2022, the price level has increased 35%. Since Jan 2000, a 73% increase in the price level.- That is using the CPI, which severely undercounts real changes in cost of living. - The source of that stat is from bls.gov's CPI price calculator.
A 35% debasement of buying power over 12 years is not "price stability"
These jokers have failed. The institutions have failed -- They have a "mandate" then they construct policies with the predictable result of avoiding the mandate.
10th June, 2022 edition: Wall Street Week 
Erudite guests, once again.
2022 YTD Damage +1.
Crypto next cycle to start by Q4 And before the Fed, JP Morgan in the Panics of 1893 and 1907.
2022 YTD Damage Mine portfolio -19%
Did slowly dip in past few wks
Hope get good prices since everything cheap
Hoped uptrends bullish soon (maybe in few wks /q4 - hard to say)
Fyi crypto downed over weekend
They speculate Sp500 may finish ~>4350s by month end
Keep trucking
Move the Inflation Goal Post to +4.7% Avg - Yellen So the team in place to manage the economy -- Paulsen at the Fed, Yellen at Treasury --- failed so miserably at managing to 2%, they want to "grade on a curve" --moving the Pass/fail mark to 4%...?
The team needs to go. They are failures. They've failed in their management of the economy.
The Fed's mandate is price stability. Constant 2% is not price stability, rather its price erosion.
Target 0%. -- In fact, target the general price level circa 2010.
Someone leaked something ! Market hits the pavement again, really nothing new. The stock market’s leaking!
You’re right
@Derf. Nothing new. Cathie’s down about 57% now …..
Some YTD Numbers:Dow -
13.6
1%
S&P -
18.
16%
Russell 2000 -
19.82%
NASDAQ -27.52%
PRSIX (40/60) -
12.06%
PRWCX -
12.53%
TRBCX - 32.77%
What’s up?Inverse funds
Energy related
Broad based commodities
HSGFX +
16.72%
Wealthtrack - Weekly Investment Show June 9 Episode
In part 2 of our interview with industry pioneer Steve Liberatore, we explore both ESG fixed income investing, as well as the relatively new area of impact investing where bond proceeds are directed to a specific project or goal and the results are measurable.

Nice write-up by Charles in the Observer on last month’s Morningstar Investment Conference Giruox has been a master in using bond & cash positions to counteract his equity risk. His goal is to provide equity-like return while maintain below market risk over a 5 years period.
+
1. Yes indeed. Gotta remember to buy some more PRWCX if it falls a couple of bucks further.
2022 YTD Damage Week-end here. 10th June, 2022:
Still dark. Even darker. Like a picture of a baboon in a closet at midnight.
Down by -14.31%. YTD.
Worst laggards:
PRISX
PRWCX
BRUFX
TUHYX
BHB Bar Harbor Bank
Not so very awful:
PRNEX
TRAMX
ET Energy Transfer LP
RGR Sturm Ruger (But for the first time after buying-in, it's underwater, by just a fraction.)