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just buy inflation indexed bonds

It isn’t that simple. Inflation indexed bonds have a coupon and a factor.

As inflation goes up, the factor goes up. Yay, keeping up with inflation!

But as market interest rates go up, the price of your bond with the lower interest rate goes down. Boo, crippling losses!

Now you can buy Series I Bonds to avoid this interest rate risk (i.e. duration) but you’re limited to $10,000 per year per social security number.

If you’re worried about inflation the best thing to buy is a productive asset. Like stock in a profitable business. That is… until so many people do that it makes every company wildly overpriced.

Wow this stuff is hard.



> But as market interest rates go up, the price of your bond with the lower interest rate goes down. Boo, crippling losses!

Not really if you hold them until maturity.


Not really if you hold them until maturity.

Respectfully, that is just not correct.

Imagine you own $1,000 of a 30 year bond that pays 2% interest.

Interest rates go up to 6%.

You could sell your 2% bond and buy a 6% bond. But everyone else could too. So your 2% bond is worth less.

And you’re going to hold it for 30 years, losing out on market interest. That is, you’re getting 2% when the rest of the market is getting 6%.

The loss is there whether you sell or hold to maturity.

Your only decision is do you want to take your loss now in one big sum or take it in small sums over the next 30 years.




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