Energy’s Changing Composition
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.
SVB Is a Number Two
Goldilocks Now, Deflation Later
The NFTRH view has been for a macro transition from inflation (past) to ‘Goldilocks’ (present) to deflation (later)
Since projecting the Q4-Q1 broad market rally back in November, we have been managing a macro transition within this rally. Based on the leadership of the Semiconductor sector and Tech, it has been dubbed a “Goldilocks” (inflationary pressures not too hot, not too cold) transition, as inflationary pressures ease (the inflation has come and gone, while it’s lagging supply chain and services related effects linger on) and the former inflation trades under-perform.
There is a word for what supply chain and related services are doing and it’s called “gouging” by opportunistic entities squeezing the inflation hysteria for all it is worth. But I digress.
(more…)Earth’s Strongest Stock
While thumbing through charts, I was stopped in my tracks by Cadence Design Systems (CDNS) which is at lifetime highs. Not only that, but this thing hasn’t even stopped to catch its breath.
