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.

Semiconductor Sector’s Excitement Continues

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Dialing back to January of 2013, I am looking for clues about the coming phase for the economy, mostly as an input into whether or not I can think about turning bullish on gold again (here we remind you again of gold’s best investment case, which is counter not pro cyclical).

The answer, from a contact in the Semiconductor sector (AMAT, LRCX, MKSI, etc.) food chain was that the Semi equipment companies, which we called “canaries on the [economic] coal mine”, were ramping up and thus NFTRH’s view became bullish for the economy, at least short-term. (more…)

Remember This?

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I grew up in the deep south, in a fiercely anti-union household, and I clearly remember the utterly cornball “Union Label” that appeared on television with surprising frequency. Even as I kid, I wondered why so many men were hanging out at the International Ladies Garment Workers Union. Suffice it to say, their quest for “decent wages” to “feed and kids” and “run the house” priced them right out of the market.