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.

Markets One (by Silver Singularity)

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Note from Tim: the Sloper known as Silver Singularity was kind enough to construct an epic post, which I am breaking into two parts. The second part, which is a doozy, comes out tomorrow. Everyone be sure to thank SS for his post, and encourage him to keep at it!

Let’s start by the guiding principle. What can we expect from a leveraged economy in a rising interest rate environment using current and past data/cycles?

Having lived my whole career as a trader in a low interest rate environment combined with monetary stimulus and listening for a long time to people like Peter Schiff, I was finding myself in the camp that the FED and the ECB were toast.

That is to say they, too, were in the same predicament as the BOJ and couldn’t raise interest rates anymore… even a tiny bit.

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The Invisible Man

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Whenever I’m feeling particularly nostalgic or, as recently, severely melancholic, I get out my old high school yearbook from when I was a senior. In the words of Paul Simon:

Sonny sits by his window and thinks to himself
How it's strange that some rooms are like cages
Sonny's yearbook from high school
Is down from the shelf
And he idly thumbs through the pages
Some have died
Some have fled from themselves
Or struggled from here to get there
Sonny wanders beyond his interior walls
Runs his hand through his thinning brown hair

My hair isn’t thinning, but the rest of the imagery is spot-on.

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