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.
Money Growing on Trees
I’ve done a bunch of posts about “dollar stores” (like this one a couple of months ago), and DLTR has been my most profitable position. My $145 puts are up about 130%, and I think there’s plenty more weakness to come in these incredible depressing warehouses of utter crap.
Everyone Can Pronounce “Slope”
Some of these are kind of surprising. How exactly could I maul the words “Tommy Hilfiger”? Or BMW??
Reserves (by LZ)
The ratio of the S&P 500 to the Federal Reserve’s balance sheet doesn’t matter until 2008. Since then, the market has often returned something similar to the reserve growth. The slope of that ratio line is less than 1 percent annualized.
(more…)Oklo Blocko
The evidence that we have time-traveled back to 2021 is getting stronger by the day. It isn’t just AMC, or GME, or Bitcoin. Now it’s SPACs. I present to you Exhibit A, the stock of OKLO, which has followed the SPAC playbook perfectly: be at $10 for months, blast higher for a few weeks, and then utterly collapse, taking shareholder value down to the grimy, grease-ridden bottom of the dumpster.
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