The final, six-month performance of our top ten names from August 6th, with three precious metals ETFs circled (Screen capture via Portfolio Armor).
(more…)Precious Metals: Time To Move On
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.
Fiscal Ouroboros
Martha Stewart. You all know her, of course. She was always the perpetually smiling, endlessly creative star of the 1980s and 1990s. Men and women alike seemed to like her – – she was pretty, successful, seemed friendly, and always had new things to teach and show. Basically a throwback to the perfect wife of the 1950s without anyone admitting as much. And she’s still a fixture on the cultural scene to this day.
Big Oil Resistance
I present below a variety of large energy companies that seem very prone to a prolonged downturn, particularly the megacaps, which have merely powered their way back to their broken trendlines:
Credo Puts
There is nothing less fashionable these days than being an equity bear. Wearing polyester slacks and a rayon shirt with an enormous collar would be more fashionable. And yet, I persist. Below I offer to you the ten equities against which I own puts. These are not WSB-style short-dated puts. On the contrary, they expire many months from now, and they are all in the money. Thus, in a weird way, this is a conservative portfolio. Here you are:
Set It/Forget It
There is a growing consensus that asset inflation will persist for years to come, until – – for reasons unimagined – – the Fed is powerless to stop a downturn (barring worldwide nuclear war, I can’t imagine what this might be). If you buy into this, might as well make use of this SlopeCharts filter……….
