Slope of Hope Blog Posts

Slope initially began as a blog, so this is where most of the website’s content resides. Here we have tens of thousands of posts dating back over a decade. These are listed in reverse chronological order. Click on any category icon below to see posts tagged with that particular subject, or click on a word in the category cloud on the right side of the screen for more specific choices.

World Macro Inflation

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As suspected the surge in USD/JPY and Nikkei is causing global
markets to factor in an inflationary boom. World bond markets and
interest rates are showing a change in trend. Banks and housing remain
very strong while most commodities are making all time highs.

While
the S&P 500 has started to stall at resistance levels the past few days (Editor's Note: this was written Thursday), I
am out of the VIX calls because I only suspect it will be a pullback
and nothing more. I am thinking it will be the last pullback before the
market truly takes off.

While I hate to be so sure of
the future, every single market that factors in inflation is looking
very strong while bond markets in my eyes have started topping out. Now
the only thing left in a huge inflationary boom is the fall of the US
dollar and the rise in silver and gold. You can take your bets now if
you want, but I need to see the chart's confirmation before I place my
bets on those.

(more…)

Goldilocks Ends and ‘Currency Wars’ Begin

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Below is a copy of this week’s free eLetter that went out this morning.

Goldilocks Ends & ‘Currency Wars’ Begin

Amid continuing inflationary policy, the US Dollar is at a critical
juncture by both daily and weekly charts.  Euro targets 142+ and the Yen
approaches our target.  Currency war kicks off; gold just sits there
biding time.

From last week’s eLetter:

“A Goldilocks atmosphere was expertly created in large part due
to the fact that Operation Twist (yes, we are still dealing with its
effects) by its very definition held long-term interest rates down
(buying long-term T bonds) while sopping up any money supply
implications and inflationary signals by sanitizing the process with the
sales of equal amounts of short-term bonds.”

(more…)

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