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.

Expensive Capital Investments (by LZ)

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What do CHTR and SBAC have in common? Expensive infrastructure. Cable and cell tower networks, respectively. Maybe there’s more to the story, but they have performed similarly. 

CHTR looks more at risk here given the top is complete and back tested, moreover we all know cable is bleeding subscribers. Real median income is already down more than 4% back to the 2019 level thanks to inflation (1990, 2000, 2008 recessions and now highlighted). If there is a recession ahead, my hunch is cord cutting will surge again.