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.
My two unabashed bullish calls – – gold and bonds – – have been doing fine. I think precious metals are going to ease back for a while, but bonds seem well positioned to make another push higher.
My general theme is that not only are interest rates going to fall, but they’re also going to keep falling to the point where it finally dawns on us all we’re in a severe deflationary environment. All this celebration and back-slapping about interest rate cuts is going to lead up to a holy-crap moment.
A cool new take on a classic 80s song:
Of all the ETFs I follow, I think the homebuilders are the most primed for a long-term follow. It is absolutely crushed against its long-term resistance trendline.
