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.

Buying Opportunity?

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Due to the California wildfires, and their associated liability, Pacific Gas & Electric has gotten absolutely torched, having lost a heart-stopping 70% of its value. This is a UTILITY company, people. If you’ll look at the left portion of the graph, it has suffered such shock events before, only to come roaring back. I’m not going to do it myself…………..angels fear to tread, and all that………….but you might consider if this is a “blood in the streets” type buying opportunity. As General Electric has proved, though, just because something looks cheap doesn’t make it a bargain.

PCG

The Google Machine Inspires a Discussion about Inflation and Deflation

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The following is excerpted from the Opening Notes segment in this week’s edition of Notes From the Rabbit Hole, NFTRH 525 (out on Sunday, November 11). It pretty much came out of nowhere after I did a comparison of Google searches for “inflation” and “deflation” while checking Google Trends for another aspect of the report.

The Google Machine Inspires a Discussion about Inflation & Deflation

Switching gears, while I was in the Google machine I decided to compare two terms that are at the heart of our investment management going forward; “Inflation” and “Deflation”.

inflation and deflation

It is no surprise that inflation is always much more often searched for because well, they are inflating in one form or another constantly. Whether it is through outrageously experimental monetary policy under the Bernanke Fed or supposedly sound fiscal policy under the Trump administration, it is all designed to raise prices and enrich asset owners, while leveraging debt (which is where the potential for deflation comes in). (more…)