Thanks for the note and kind words. I have a Ph.D. from the Dept. of Atrophysical, Planetary, and Atmospheric Sciences at University of Colorado. I did an atmospheric focus and studied statistical modeling...worked out well.
Scott F:
I am aware of the issues with TIPS but better that as the 'baseline' than nominal bonds. PIMCO has previously made a compelling case for TIPS as the baseline for financial planning. I agree that there needs to be more discussion of this issue. I will not be surprised if someone invents a "better" inflation index that is more tied to the costs that most people face: food + energy + housing. I have been expecting to see this for a while.
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RY:
Dec 04 14:35 pm
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All Comments by Geoff Considine »Assessment of Sector Outlooks [View article]
Thanks for the note and kind words. I have a Ph.D. from the Dept. of Atrophysical, Planetary, and Atmospheric Sciences at University of Colorado. I did an atmospheric focus and studied statistical modeling...worked out well.
Scott F:
I am aware of the issues with TIPS but better that as the 'baseline' than nominal bonds. PIMCO has previously made a compelling case for TIPS as the baseline for financial planning. I agree that there needs to be more discussion of this issue. I will not be surprised if someone invents a "better" inflation index that is more tied to the costs that most people face: food + energy + housing. I have been expecting to see this for a while.