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.

Early Inflation Signals

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We have been tracking the coming of an economic bounce phase for a few months now. This dates back to pre-Brexit when market sentiment was over bearish but leading economic signals from the Semiconductor Equipment sector and manufacturing were arguing for economic firming. Voila! We have since had ‘economic surprise’ indexes turn up and it is now two strong Payrolls reports in a row. Funny how leading indicators… lead.

But another component of this economic view is the prospect that this firming could come with an old friend that always shows up eventually after policy makers have been given too long a leash (and since inflationary policy has been in effect in one form or another since Q4 2008, I’d say that is a pretty long leash). Yes, our plan is currently operating to the Greenspan era blueprint, an inflationary blueprint that can see asset markets from the Precious Metals to Emerging Markets to Asia to US Technology rise in tandem.

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Neo Rio

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My pre-dawn dog walks are the closest thing I get to meditation, and as I walked this morning, something occurred to me: for the months leading up to the Olympics, ZeroHedge posted dozens upon dozens of articles about how catastrophic it was going to be. Everyone was going to get the Zika virus. Everyone was going to be held at gunpoint. There would be Islamic terrorists. The water was going to get everyone deathly sick. And on and on and on.

0816-zhol

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