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.
Even though my Twitter account has nearly 18,000 followers, most of the things I tweet out get a handful of retweets and maybe a dozen “likes”. For some reason, however, there’s something I tweeted out recently that seems to have caught the public’s imagination. I got way more likes and retweets than anything else I’ve ever done.
Preface from Tim which has nothing to do with the post below: if you missed my mentioning it earlier, SlopeCharts now has text notes and searching (try a search of “Top“, and you see lots of charts from me………obviously). I hope you check it out!
———————————————————————————————————-
With the Semiconductor sector below but hailing its all-time highs, a lot of images come to mind; chief among them the 1999-2000 stock market bubble…
In early 2013 we noted a progression that would go on to birth the current economic expansion and stock market boom (of course, I didn’t come close to envisioning the extent of the boom that followed). I’ve belabored it often since, but here’s the short version of the progression yet again…
Fiscal Cliff drama resolves into market relief after Q4 2012 and this occurs right around the time we noted that Semiconductor Fab equipment bookings were ramping up → which projected a ramp in the cyclical Semiconductor industry → which would lead general manufacturing → which projected broader economic firming → which projected improving employment → and with ISM currently booming and the Semi cycle in full swing, voila, we are still on that continuum. (more…)
