Oppenheimer Not a Bomb
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.
Good Luckin
I’m a Pecan Man
And don’t you DARE mispronounce it.
Copper/Gold Ratio: Still Counter-Cyclical
The Copper/Gold ratio has been indicating an oncoming counter-cyclical environment since breaking down in June, 2022
Copper: Cyclical, inflation sensitive and a material of positive economic progress.
Gold: Much more counter-cyclical, less inflation sensitive and a ‘liquidity haven’ material of long-term monetary value.
I have not posted the monthly chart of the Copper/Gold ratio probably since last year, as 2023 has been all about disinflationary Goldilocks recovery, rather than a deflationary liquidity crisis. However, as Goldilocks matures into old age, it is worth keeping tabs on the original thesis, which is Inflation > Disinflationary Goldilocks > Deflation scare/liquidity crisis.
(more…)Forbes’ Unbroken Track Record
The lesson is clear: appear on Forbes, and you’re doomed. Ask Elizabeth Holmes. Or SBF. Or Charlie Javice. Or Adam Neumann. Or CZ, who just paid a $4.3 billion criminal fine and has been kicked out of his own company.
