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.
The year 2022 has been generally downward-sloping, but it sure hasn’t been a steady ride. Indeed, the only sustained trend with any longevity was within the months of April and May. Besides that chunk of time, it’s had a getting-jerked-around feeling to it.
As we get into the meat of the earnings season (although, let’s confess, Netflix used to be SUCH a huge deal, and now no one really gives a crap about this totally trashed security).
With this kind of exchange rate, going back to Thailand, where I just happened to be fortunate enough to visit just a few months before Covid ruined the world, sure is seeming enticing……….
I’m definitely not feeling the unvarnished zeal for this market that I was even just two days ago, but I’m poking it with a stick here and there and maintaining a 20% cash position. Here are a couple of semi companies against which I’ve bought puts (AMD November, Micron January)
