tag:blogger.com,1999:blog-7630810606654250077.post3169010312321728462..comments2023-05-12T04:18:09.354-07:00Comments on Timely Portfolio: World Since June 2008klrhttp://www.blogger.com/profile/08783806801212705259noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-7630810606654250077.post-43566865695693209862011-12-07T12:00:55.181-08:002011-12-07T12:00:55.181-08:00thanks Joshua, Robert, and Burt so much for the ex...thanks Joshua, Robert, and Burt so much for the excellent comments.<br /><br />Joshua, I love the forked version, so I will amend the post to reflect.<br /><br />Robert, agree almost entirely and appreciate the lucid comments.<br /><br />Burt, usually use price only since I can obtain a lot more history, but in this case I do not need the additional data. I have the total return indexes but I klrhttps://www.blogger.com/profile/08783806801212705259noreply@blogger.comtag:blogger.com,1999:blog-7630810606654250077.post-9717545332419885662011-12-07T08:51:00.314-08:002011-12-07T08:51:00.314-08:00Very nice. I forked your gist and made a few chan...Very nice. I <a href="https://gist.github.com/1443358" rel="nofollow">forked</a> your gist and made a few changes.Joshua Ulrichhttps://www.blogger.com/profile/16641971932645230429noreply@blogger.comtag:blogger.com,1999:blog-7630810606654250077.post-8870673189765376822011-12-07T08:11:43.440-08:002011-12-07T08:11:43.440-08:00You're trying to explain the finance world wit...You're trying to explain the finance world with data. Never works all that well, since the finance world runs on political events and a tad of corruption now and then.<br /><br />The explanation rests on some events:<br />- Greenspan drives interest rates to the floor.<br />- the 1%-ers want more than the paltry return which resulted<br />- mortgage companies (CountryWide most famously) Robert Younghttps://www.blogger.com/profile/09056808374481236610noreply@blogger.comtag:blogger.com,1999:blog-7630810606654250077.post-25558701973902752802011-12-06T20:27:54.724-08:002011-12-06T20:27:54.724-08:00Nice work. The graphs might have made the clients ...Nice work. The graphs might have made the clients feel a lot better if you had used total return instead of prices. You can do this via the appropriate ETFs and AdjClose. Of course maybe you didn't want that. It's interesting how much money one has made on various bonds since 2007, even junk.The Commodity Guyhttps://www.blogger.com/profile/11518485068505658443noreply@blogger.com