Just in case equity bulls didn’t’ have enough good news, Super Micro (SMCI) announced after the close on Monday, and it did not disappoint:
Super Duper Micro
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.
The Aging Island
Here’s an interesting graphic which illustrates how, in Japan, the working age population (lower portion of graph) is having to bear the burden of an increasingly large older, non-working population (upper portion). Japanese are known for their longevity, and this pretty much spells demographic doom.
Sino-American Giants
I confess, I haven’t heard of most of these. State Grid? That sounds like a perfect made-up name for a corporate in China. Giant. Cold. Unfeeling. Brutal. And I bet there’s no equivalent of “People of Walmart” for State Grid!
Colliding Waves (by Silver Singularity)
A Note from the Publisher: Over the weekend, long-time Sloper Silver Singularity composed an epic post. Indeed, it is so epic that I sought and received his permission to make it visible ONLY to paying members. It’s a long one, so I’m going to leave it up for a while to give folks a chance to read it.
I’d like to offer a couple of deep discounts to encourage people to subscribe (and get immediate access to this post). Click here to get BRONZE for 99 cents for the first month (you can swing that!) and a permanent discount thereafter, or click here to get GOLD for the same can-you-believe-how-cheap 99 cents for the first month as well as a permanent discount. And, hey, this article by itself has got to be worth 99 cents, so even if you don’t intend to use a membership, you can always cancel before a month passes and still try out all the membership benefits! C’mon!
Hey Slopers, happy new year and I’m back with some crispy food for you!
This is certainly the most interesting time since I’ve been in the markets, I think we are at a very critical time and let me explain why:
Here we are back at all time highs for the three big indexes after a rapid digestion of the pullback we had this summer, pullback that was once again driven by long term rates.
And today you know the narrative: “soft landing, rates are going down because the inflation fight is over and the FED is going to be our friend again so we’re so back baby!”
Btw the bond market has become such a holy temple of volatility nowadays that it has become a little scary. Crazy how the market has been getting used to it at first glance.
(more…)So Why Does AMD Have a 1400 P/E?
Honestly, this guy is the King of Kings and the Host of Hosts when it comes to AI, and even his admonitions that peope are out of their minds isn’t making any difference.
