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.

The Best of the Best (Part 3 of 3)

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Preface: 2015 was a dynamite year for the Slope of Hope. Some of the year’s highlights:

  • The celebration of our 10th anniversary;
  • A surge in the popularity of Slope Plus, our subscription-based offering
  • A king’s riches in fantastic posts from many authors, the best of which I am highlighting during this long weekend. (Slope has had literally tens of thousands of posts in its lifetime).

Here are today’s highlights, some of which you might want to re-read. This took a huge amount of time to put together (to say nothing of the time it took to write the posts in the first place), so I hope you enjoy it.

And that’s it! I certainly hope you will re-read some of these gems!

Semi Book-to-Bill Ratio Decelerates

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I see analysis out there discussing the Semiconductor sector as a whole as being under valued relative to other stock market sectors. This seems to be based on the fact that the SOX chart has not made nearly the catch up move that for example, the NDX has in its post 2000 recovery.

While charts can provide many helpful views to probabilities, they cannot get inside an industry and divine the importance of a sub-sector (Semi Equipment; AMAT, LRCX, etc.) within a sector as a whole. The equipment companies (which I am short) are the Canary’s Canary, with the Semi sector in general being an economic Canary in a Coal Mine.