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.
Rising and Falling Riches
Tech, tech, and more tech.
Cupid’s Cycles
It’s a Bubble, and it’s Intact
The bubble in ‘no holds barred’ monetary policy (birthed under Alan Greenspan) and the bullish markets it benefits are in their third decade
Gold, meanwhile, will not be ready until the “post” bubble
Introduction
This is an article from a source, yours truly, who considers it his job to define the ‘top down’ macro before trying to pick stocks. In other words, it is important to get the big picture macro, as well as its shorter-term rotations, right before trying to select stocks and the sectors they reside in. In an extreme example, the gold mining sector has been most often impaired by the ‘bubble on’ macro, including its inflationary phases, not helped by it. “Post-bubble” will be a different story. But you can’t change the macro because of ‘want’. It will change when it is good and ready.
(more…)Mad Hatter Bar
