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.
I cannot imagine any other time in the history of this country where people felt so confident, so placid, and so assured about their investments. And why wouldn’t they be? Every year, every month, every week, and every moment, it has been made crystal clear to “investors” that their risks will be rewarded, and their losses will be reversed. Sure, at first, people doubted it, because that’s not how markets work. But after the past 33 years – – this all began in earnest in 1987 – – people have been “saved” countless times, and it is considered a truism that there’s really no such thing as risk anymore.
Join me on a brief fantasy, however, and a thought experiment. I’d like you to embrace your most imaginative self and briefly accept a circumstance in which the following has taken place.(more…)
Inflation has permeated the macro markets; where to from here?
Apologies in advance for some of the possibly confusing content to follow. But if this were easy anyone could do it, eh? There are a lot of balls in the air; balls known as inflation vs. deflation and most of all time frames.
The media present inflation as this guy picking out higher priced fruit. Wait til he gets to the meat department! You can click the graphic for the article at CNBC.(more…)