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.

COVID-19: 4th Wave

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Before this week’s COVID mutant headlines served well to take more enthusiasm out of a frothy market that we have been noting to be at longer-term ‘structural’ (as opposed to varying short-term) sentiment risk, we took a look at COVID-19 from a different perspective.

NFTRH 682 discussed the contrary deflationary or dis-inflationary view that could re-set the Fed from its current hawkish pretense. #682 also presented the case for continued inflation. Both macro conditions were covered and will be covered until things shake out one way, the other, or both, or neither (read: Goldilocks) along with strategic stock highlights as they relate to the macro environment and, assuming a stable market over the next several weeks, some seasonal buy opportunities due to tax loss selling.

I thought it was interesting that today’s COVID mutant news has piggy backed on top of an already concerning situation as noted last weekend. From the November 21 edition of Notes From the Rabbit Hole

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Busy and Weird Week Ahead

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Let me explain the two adjectives. The first, “busy”, is because not only will we surely be dealing with the reverberations of the thunderbolt that struck on Friday morning, but there are a lot of scheduled events, including multiple speeches by Pencil Dick.

The “weird” is in my personal life. I may have some unexpected (and bizarre) travel from Thursday to Sunday. That remains to be seen. Whether I do or not, believe me, there’s a forthcoming post about the entire experience.