[HN Gopher] Yale's 367-year-old water bond still pays interest (...
       ___________________________________________________________________
        
       Yale's 367-year-old water bond still pays interest (2015)
        
       Author : marc__1
       Score  : 121 points
       Date   : 2021-03-23 16:33 UTC (6 hours ago)
        
 (HTM) web link (news.yale.edu)
 (TXT) w3m dump (news.yale.edu)
        
       | alister wrote:
       | > _In the 17th century, people sometimes issued perpetual debt.
       | But it is very rare that there is an uninterrupted history when
       | governments or other entities have not defaulted on those debts._
       | 
       | Ever see those banking website ads or financial planning
       | brochures that tell you that you can become a millionaire by the
       | time you retire if you sock away just $75 a month through the
       | magic of compound interest? The math checks out, but the longer
       | the time horizon the more likely it is that wars, bankruptcies,
       | currency devaluations, revolutions, government confiscations,
       | hyperinflationary periods, and other economic cataclysms will
       | wipe out your investment.
        
         | thaumasiotes wrote:
         | > Ever see those banking website ads or financial planning
         | brochures that tell you that you can become a millionaire by
         | the time you retire if you sock away just $75 a month through
         | the magic of compound interest? The math checks out, but the
         | longer the time horizon...
         | 
         | Those flyers depend on a high-interest environment. At 1%
         | annual interest (0.083% monthly interest), accumulating
         | $1,000,000 by saving $75 / month would take just over 3,000
         | months, or 250 years.
         | 
         | Your deposits would only total about $225,000 over that time,
         | so the "magic" of compound interest is still apparent, but it
         | doesn't make for a compelling sales pitch.
         | 
         | "Quintuple1 your money in just 250 years!
         | 
         | 1 Almost."
        
           | llampx wrote:
           | Well they've gone from using their savings accounts in the
           | calculations to just putting everything into the stock
           | market, usually the S&P 500.
           | 
           | Its a win-win - they get to charge higher transaction fees
           | and management fees if its their own product, and the recent
           | bull market makes the customer think they're going to get 7%
           | returns forever. Just as long as they don't need to withdraw
           | their money during a recession.
        
             | sokoloff wrote:
             | The _worst-ever_ 20-year return for the S &P 500 index was
             | +6.4% per year. It's not the recent bull markets convincing
             | investors that 7% returns will come forever. It's an
             | incredibly long history of such returns.
             | 
             | https://www.thebalance.com/rolling-index-returns-4061795
        
               | jaredtn wrote:
               | That data looks at January 1979 to present. I believe
               | _ever_ includes the rest of the 20th century as well...
               | 
               | There was certainly a negative return over 20-year
               | periods including the Great Depression.
               | 
               | And negative real returns during the 1970s stagflation.
        
           | loeg wrote:
           | To a reasonable approximation, no financial planner is
           | telling anyone to sock away their money exclusively in a low-
           | interest savings account. Stock historical yields are well in
           | excess of 5%, which changes the math substantially. Even the
           | 3-4% "secular stagnation" fearmongering that was all the rage
           | five years ago improves the math substantially over the 1%
           | figure you've chosen.
           | 
           | $75/mo is definitely too low for a realistic time horizon,
           | though. $500/mo at ~5% for 45 years (e.g., working 20 to 65)
           | gets you >$1mil, with 270k basis.[0]
           | 
           | [0]: https://www.investor.gov/financial-tools-
           | calculators/calcula...
        
           | justinsaccount wrote:
           | You just need to freeze yourself for 1,000 years..
           | 
           | https://www.youtube.com/watch?v=g9Z4d5EOjGs&t=27s
        
         | coliveira wrote:
         | The biggest threat to interest compounding is inflation. Every
         | time you see someone saying that by saving $X each month you
         | can get $1M in 50 years, the question to answer is: what's
         | gonna be the real value of $1M 50 years from now?
        
           | markvdb wrote:
           | This bond still yielding is an anomaly though. Instability
           | will often manifest as inflation, but not always. Any idea
           | which current countries have not experienced revolution,
           | hyperinflation, annexation, and more intense events than just
           | low or moderate inflation?
           | 
           | https://upload.wikimedia.org/wikipedia/en/8/88/The_Hanke_Kru.
           | .. is a good starting point.
           | 
           | I started making a list of countries where you could
           | reasonably be expected to have lost all your monetary savings
           | at some point in the last 100 years. Not a full list yet, but
           | quite impressive already. It's at https://imgur.com/a/gczjp4y
           | .
        
           | cheriot wrote:
           | Only because you're talking about a bond with fixed payments.
           | Operating companies (stocks) handle inflation better because
           | they can raise prices.
        
             | coliveira wrote:
             | But with companies you're not dealing with interest
             | compounding, you're dealing with a company's growth
             | prospects, which are largely unrelated to interest rates.
        
               | [deleted]
        
               | cheriot wrote:
               | I've not seen a context where people where strict about
               | saying compound interest is exclusive to interest
               | payments. Reinvested dividends and reinvested earnings
               | also compound.
        
               | coliveira wrote:
               | You'll have a hard time finding companies that pay decent
               | dividends and at the same time have high growth
               | prospects.
        
         | dmurray wrote:
         | Around the developed world, interest rates are at a historic
         | low over the last 20 years or so. The EU borrows at 0%.
         | Argentina issued a 100-year bond at 8%, for God's sake.
         | 
         | One way to tell this story is that investors have unprecedented
         | trust in global stability. They rate the risk of wars,
         | bankruptcies, revolutions, etc extremely low.
         | 
         | There are other interpretations: you can say that central banks
         | keep interest rates artificially low through control of the
         | money supply, or compel investors to buy government bonds at
         | artificially high prices, and both are reasonable arguments.
         | But treating a price as a function of both supply and demand, I
         | think there's a lot of truth in the "peaceful, stable"
         | interpretation.
        
           | smolder wrote:
           | I think there's "trust in global stability" and then there's
           | "trust that none of this will matter anyways if the global
           | economy destabilizes". It's too big to fail.
           | 
           | I worry that people's trust in the system also creates apathy
           | about the things that can break it. The tragedy of the
           | commons is alive and, well... tragic.
        
             | TimTheTinker wrote:
             | > none of this will matter anyway
             | 
             | That's a bit of a self-fulfilling prophecy.
             | 
             | What I mean is that the mindset that "none of this will
             | matter anyway if <foo>" injects some measure of irrational
             | optimism into the economy, causing the relative economic
             | severity of the occasional inevitable blip to _increase_
             | somewhat.
             | 
             | We'd all do well to rationally consider the (small) risk of
             | widespread destabilization. Doing so may keep bubbles
             | smaller, but that's a _good_ thing insofar as they _are_
             | bubbles relative to value.
        
               | [deleted]
        
           | vmception wrote:
           | The central bank cannot actually stem the tide in a loss of
           | market confidence, central bank actions all depend on people
           | retaining confidence in the currency to begin with.
           | 
           | If a central bank wants to buy government bonds from all the
           | sellers and government treasury, it is always purchasing by
           | diluting the currency. Once the market gets tired of
           | bagholding the currency then central bank has outlived its
           | utility and the government cannot sell anymore bonds because
           | all the sellers evaporated.
        
           | colechristensen wrote:
           | Trust hasn't much to do with it, there are people with much
           | capital and nowhere to put it accepting anything.
        
           | nradov wrote:
           | It's not that investors have trust, it's just that there's no
           | alternative.
        
             | dmurray wrote:
             | People say this, but I didn't consider it worthy of being
             | mentioned as a serious reason. You can invest in stocks or
             | commodities or real estate or these days cryptocurrencies.
             | They all have great historic returns but some people and
             | some institutions instead lend their billions to the
             | world's governments at such low prices. You can't say with
             | a straight face that there are no other plausible
             | investments.
             | 
             | You could tell the opposite story: bonds continue to be
             | popular and pricy because the world fears instability: that
             | any other asset class may be in a bubble and about to lose
             | all its value. But even then, investors are saying that
             | though companies and industries may rise and fall, the
             | countries will survive and pay their debts.
        
           | lumost wrote:
           | Given rising debt loads, this view seems myopic. Presumably
           | if the balance of foreign debt outweighs the risks of walking
           | away from it - countries will eventually walk away from it.
           | 
           | It may simply be that revolution or other political
           | instability will be required prior to countries walking away
           | from the debt.
           | 
           | I'd doubt any major power could or would fight a debt war in
           | the 21st century.
        
         | thescriptkiddie wrote:
         | I'm not sure that math actually checks out. By my math, you'd
         | need to save more like $600 a month starting at age 22 to
         | accumulate $1 million by age 65 (assuming 5% annual returns
         | after inflation).
        
         | cheriot wrote:
         | When was the last time a single cataclysm affected every
         | financial market at the same time? We have a greater ability to
         | diversify now than anyone did 100 years ago.
        
           | oceanghost wrote:
           | A year ago?
        
             | cheriot wrote:
             | It's not a cataclysm when markets recover in 6 months. OP
             | is talking about getting wiped out.
        
           | nradov wrote:
           | In practice diversification has actually gotten harder for
           | most investors. The correlation coefficient between all major
           | asset classes during periods of high volatility has increased
           | across the board. Investors have had to move into riskier
           | illiquid assets in pursuit of uncorrelated returns.
        
       | sickofparadox wrote:
       | Tom Scott has an excellent short video about just this topic if
       | you're interested in further information about it.
       | https://www.youtube.com/watch?v=cfSIC8jwbQs Quite an interesting
       | video, definitely worth a watch!
        
       | gpvos wrote:
       | Note that the Dutch water boards (waterschappen) are effectively
       | a separate layer of government, apart from the national,
       | provincial and municipal governments. We have elections for them.
       | They raise taxes. Their borders generally do not correspond with
       | provincial or municipal borders.
        
       | __initbrian__ wrote:
       | What actively used financial instrument today has the longest
       | time horizon? 100 years?
       | 
       | * sports stadium construction loans UC Berkeley $443 million by
       | 2112
       | 
       | https://www.bloomberg.com/news/features/2017-01-04/college-f...
        
         | daneyh wrote:
         | Most equity/preferred shares are considered perpetuities (i.e
         | as long as the company is in business)
         | 
         | There are many many perpetual bonds still being issued today
         | however they tend to be 'callable' at the option of the issuer
         | ...most after 5/10/30 years, if they aren't called then they
         | maybe called on the same date every 5yrs or so (so I don't
         | really count them as they aren't really 'forever'.
         | 
         | Oxford and Cambridge Universities in the UK have recently
         | issued 100 year 'Century' bonds in GBP. Thats the longest i've
         | seen recently (I cover EUR/GBP bond markets at work)
        
         | semi-extrinsic wrote:
         | There have been instances of 1000 year (millennium) bonds, such
         | as Danish energy company Orsted in 2017, Canadian Pacific
         | Corporation in 1883(!), etc.
         | 
         | 100 year (century) bonds are a bit more common - Disney issued
         | a century bond in 1993, for instance. Argentina (!) issued a
         | century bond in 2017, which it defaulted on last year, leaving
         | creditors with around 55 cents on the dollar.
         | 
         | In general, long term (implicitly high risk) bonds become
         | attractive in low yield environments such as we had been in for
         | a couple of years up until the absolutely humongous amount of
         | stimulus triggered by the current pandemic.
        
       | tjalfi wrote:
       | This reminds me of the story[0] of a French annuity from 1738
       | that yields 1.20EUR per year.
       | 
       | [0] https://news.ycombinator.com/item?id=26559687
        
       | fortran77 wrote:
       | While none have been doing it for 367 years -- and they can stop
       | paying it, or change the terms, at any time so it's not quite
       | like a bond--there are companies who have paid stock dividends
       | continuously for long periods of time. For example Coca-Cola (KO)
       | has paid a dividend since 1920, and Colgate-Palmolive since 1895.
        
         | madcaptenor wrote:
         | The corporate history of AT&T is a bit complicated, but it's
         | paid a dividend every quarter since 1893
         | (https://investors.att.com/stock-information/historical-
         | stock...). At least if you view the current AT&T, which is
         | "really" the old SBC, as the successor of the old AT&T, which
         | the current AT&T would really like you to do.
        
         | mminer237 wrote:
         | I mean, companies still sell corporate bonds too, even. They're
         | typically for terms of years, but you can always just buy a new
         | one at the end and it's practically the same thing.
        
           | yreg wrote:
           | A person upthread mentions that sometimes these bonds are
           | also long term - Disney and Coca Cola have issued 100 year
           | bonds.
        
       | kennywinker wrote:
       | I've heard of this before, but I'm still puzzled by the logic of
       | a loan that never gets paid off. Was this just a bad idea, or
       | does this still happen and there's a good reason for it? Could
       | the water authority pay the loan back to close it out?
       | 
       | Just asking questions to the air, but if anyone knows the answer
       | I'd love to know!
        
         | ijidak wrote:
         | Conceptually, it seems similar to a royalty.
         | 
         | I give you money to be a part of something, and collect a
         | royalty into perpetuity.
         | 
         | Or, it's even more like buying land under a building.
         | 
         | I sell the land under my building to get some quick cash. And
         | in turn agree to lease the land back from the new owner
         | permanently.
         | 
         | Depending on how badly I need the money, it may be my best and
         | only choice...
        
         | RobRivera wrote:
         | NPVs tend to converge even on a perpetuity. simple measure of
         | whether the seller will underwrite it, and will there be a
         | market for purchase.
        
         | garmaine wrote:
         | The 2nd mortgage on my house is a perpetual loan, so it very
         | much is still a thing.
         | 
         | Some context: I could only go 5% down but wanted to avoid PMI,
         | so the other 15% for 20% down on the first mortgage was taken
         | from a 2nd mortgage, which had the perpetual terms. It's more
         | commonly known as an interest-only payment loan. The interest
         | rate is adjustable and I only pay the monthly accumulated
         | interest.
        
         | pjdemers wrote:
         | The UK government used to issue consols, which are perpetual
         | bonds. Over the centuries, they bought them all back.
         | https://en.wikipedia.org/wiki/Consol_(bond)
        
           | PLenz wrote:
           | Whenever you read in Regency to Victorian books that so-and-
           | so has an income some pounds per year it is usually referring
           | to these.
        
             | compiler-guy wrote:
             | They often refer to rents paid by tenants on the estate.
        
         | Aperocky wrote:
         | Inflation.
         | 
         | As long as the perpetual interest are lower than the inflation,
         | then it make sense.
         | 
         | I'd imagine all debt so marked in German marks before the
         | German hyperinflation in 1920s gets essentially wiped this way.
        
         | CapriciousCptl wrote:
         | These sorts of bonds used to be more common and in the US. The
         | closest more common semi-equivalent thing today is perpetual
         | preferred stock. Most of it is callable, meaning the issuer can
         | pay it off after a designated period. As for what is used for--
         | it's cheap capital to run your business with.
        
         | ArnoVW wrote:
         | If they expire you have to manage the rolling over (creating
         | debt to pay off other debt). If the interest rates have gone up
         | since the original loan, you pay more.
         | 
         | This is often forgotten when people say 'but the state can get
         | 0.01% interest loans!'. Sure, true, but if the rate goes to 5%,
         | that 3xGNP loan becomes quite cumbersome to service.
         | 
         | At 2.5% fixed forever perhaps it's interesting to keep. Also, I
         | suppose that there are not many bonds that survive 367 year. So
         | a lot of the debt 'disappears' as time goes on.
        
           | kennywinker wrote:
           | My mortgage does not need to be re-financed in 25 years,
           | since it's designed to be paid off by then. Since that's been
           | my main interaction with debt to date, I assumed that's how
           | it always works. I'm starting to suspect from the comments
           | here that was a bad assumption
        
         | IkmoIkmo wrote:
         | > I've heard of this before, but I'm still puzzled by the logic
         | of a loan that never gets paid off. Was this just a bad idea,
         | or does this still happen
         | 
         | It sounds weird but it's not a bad idea, no. In essence an
         | infinite set of future payments has a finite present value, due
         | to inflation.
         | 
         | i.e., suppose inflation is 100%, this means prices will double
         | every year, and the real value of a nominal amount will halven
         | every year. So $100 today, will be worth $50 (in today's money)
         | in a year from now. A year later (2 years), a $100 then will be
         | worth $25 in today's money. Another year later (3 years) it'd
         | be worth $12.5. And so on.
         | 
         | As you can see, a nominal future payment, say $100 in 300
         | years, will start to approach zero.
         | 
         | Of course interest rates aren't quite that high, but it's just
         | to get the point across. The interest rate is essentially a
         | discount rate, which lets you value a future amount of money,
         | in today's prices. In the above example, $100 in 3 years would
         | be worth 100 / 2^3 = 12.5
         | 
         | This means that an infinite series of payments (perpetuity) can
         | be calculated as well by simply taking the payment divided by
         | the interest rate to discount it with. So at an interest rate
         | of say 5%, a $100 per year infinitely, would be worth $2000
         | today.
         | 
         | In other words, in a world with 5% interest rates, you'd be
         | indifferent to receive $2000 today, or $100 ad infinitum. They
         | have the same present value.
        
           | tantalor wrote:
           | > simply taking the payment divided by the interest rate to
           | discount it with
           | 
           | Looks right, but do you have a proof?
        
             | smabie wrote:
             | We have an infinite series such as:
             | 
             | S = sum from (i=1) to infinity of [a^i]
             | 
             | we can then multiply by a on each side:
             | 
             | aS = sum from (i=1) to infinity of [a^(i+1)]
             | 
             | Simplify/cancel out to:
             | 
             | aS = S - a
             | 
             | a = S(1 - a)
             | 
             | S = a / (1 - a)
             | 
             | where a = 1 / (1 + R)
             | 
             | so $100 perpetuity with R = 5%:
             | 
             | a = 1 / (1 + 0.05) = 1 / (1.05)
             | 
             | $100 x (1/1.05) / (1 - (1/1.05)) = $100 x 1 / (1.05 - 1) =
             | $100 / 0.05
             | 
             | = $100 / 5%
             | 
             | = $2000
        
           | thaumasiotes wrote:
           | > In essence an infinite set of future payments has a finite
           | present value, due to inflation.
           | 
           | Inflation counts, but this would still be true in the
           | presence of strong deflation. A set of future payments has a
           | finite present value due to the fact that the same amount of
           | purchasing power is worth less in the future than it is right
           | now, "time discounting".
        
           | bawolff wrote:
           | Well we have a constant rate of inflation in modern times,
           | how true was that 300 years ago?
        
             | boltzmann_ wrote:
             | > constant
             | 
             | Yeah about that..
        
           | tantalor wrote:
           | Do you know what website you're on? You should have used $128
           | or $256.
        
             | WJW wrote:
             | Real hackers are not limited to numbers that are powers of
             | two.
        
               | TimTheTinker wrote:
               | Real hackers maintain their ability to hack decimal
               | architectures.[0]
               | 
               | [0] https://en.wikipedia.org/wiki/IBM_7070
        
           | tzs wrote:
           | > It sounds weird but it's not a bad idea, no. In essence an
           | infinite set of future payments has a finite present value,
           | due to inflation.
           | 
           | Is it really due to inflation?
           | 
           | Even without inflation, wouldn't there still be interest on
           | loans to compensate the lender for not having the use of
           | their money and for the risk that the loan will not be paid
           | back. The present value of a future payment would thus still
           | be discounted, and a stream of payments under a fixed
           | interest rate would still lead to a convergent geometric
           | series for the present value of the total stream.
        
             | lordnacho wrote:
             | Yes it's due to the interest rate, which is loosely
             | connected to inflation. But you're right, even with no
             | inflation, you'd discount by future interest rates, leading
             | to a finite number.
        
         | lostlogin wrote:
         | I know nothing about finance but kept thinking in this.
         | 
         | There is a wiki on it which says " Perpetual bond, which is
         | also known as a perpetual or just a perp, is a bond with no
         | maturity date. Therefore, it may be treated as equity, not as
         | debt."
         | 
         | However the wiki notes that they have no voting rights so
         | aren't as good as equity.
         | 
         | https://en.m.wikipedia.org/wiki/Perpetual_bond
        
           | Scoundreller wrote:
           | Aka << preferred shares >>, but they often have rules about
           | being redeemed for par value.
           | 
           | But in bankruptcy, they get paid after other creditors. The
           | payments are dividends which may have tax
           | advantages/disadvantages.
        
         | dougmany wrote:
         | I bought some shares in our local coop when they were building
         | a new store to move into. Each share gives 3% interest with no
         | expiration and I can sell it back if I want.
        
         | wahern wrote:
         | In addition to what others have said, from a historical
         | perspective such bonds were the functional equivalent of stock.
         | That is, these particular bonds effectively represented equity,
         | not debt. Joint-stock, limited liability corporations are
         | relatively recent, _especially_ in terms of market liquidity
         | and legal norms. Whereas the laws regarding bonds and bond
         | payments are much older and were (and in many ways remain) much
         | more consistent across all of Europe and, today, the world.
         | 
         | A bond is a type of negotiable instrument, and laws regarding
         | negotiable instruments--which also include checks, letters of
         | credit, mortgages, etc--go back to at least the Medieval period
         | in their _literal_ terms, and in general terms to the Lex
         | Mercatoria (i.e. merchant laws of the Mediterranean trading
         | nations, including the Roman Empire, that were organically
         | preserved through the Medieval period and even up to today).
         | Other commercialized civilizations also had substantially
         | similar laws. Bonds are a relatively safe investment for more
         | than the reasons commonly recited today--e.g. hedging market
         | volatility, etc.
        
         | mywittyname wrote:
         | There are some practical and legal difference between the two,
         | but this "water bond" is more akin to a modern stock
         | certificate. The interest payments are derived from an
         | ownership stake in the a series of dykes and canals, which are
         | managed by a water board.
         | 
         | Replace water board with board of directors and interest
         | payment with dividend and nobody would bat an eye at the
         | perpetual aspect.
         | 
         | The big difference is that stock certificates usually don't
         | have dividend entitlements outlined on them, while bonds do.
         | However, historically, stock certificates _could have_ either
         | face values or distribution entitlements listed directly.
         | Especially stocks in railways.
        
         | golergka wrote:
         | Isn't it practically investment?
        
         | howeyc wrote:
         | I believe the water authority could offer to purchase the bond
         | (and then write it off once they own it). It would be up to the
         | current owner to decide if they are willing to sell.
        
           | gotsa wrote:
           | The price of the bond itself is at least 100x the value it
           | would have to pay for eternity
        
             | mminer237 wrote:
             | 100x the annual yield would be assuming a 1% interest rate,
             | so I'm guessing it's worth quite a bit less than that.
             | Long-term government bonds give 2+% returns and fixed term
             | annuities/MYGAs are giving ~4% returns, as far as I know.
             | So I would expect a value more like 30-50 times its eternal
             | annual payments. Heck, inflation is around 2%, so
             | eventually this will be worthless.
        
       | cameldrv wrote:
       | You can really see how much inflation has impacted this.
       | 
       | Th note was written for "1,000 Carolus Guilders of 20 Stuivers a
       | piece." I believe the Carolus Guilder was a copy of the Golden
       | Florin, which was 3.5 grams of gold. A gram of gold is about $50
       | today, so that would make the value of the note $175,000.
       | 
       | At the reduced interest rate of 2.5%, the coupon should be $4375
       | per year. Instead they got $153 for 12 years of interest, a
       | devaluation of 343x.
        
       | kchoudhu wrote:
       | CUSIP?
        
       | Ericson2314 wrote:
       | If only there was a temperature clause so when the gulf stream
       | fails the bond is void.
        
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       (page generated 2021-03-23 23:00 UTC)