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.
Easing Energy
Sigh. Same old, same old. I’m overly confident and strident when the market has been falling for an extremely lengthy period of time (such as two and, sometimes, three days) and my spirit is demolished when the market is at insanely overpriced levels, which makes me too scared to short.
What I wouldn’t give for a good old-fashioned two-year bear market, like in the old days. This two-day shit is for the birds.
Anyway, we’re red across the board this morning, with my energy plays doing nicely thanks to oil petering out.
PTSD Friday
Good morning, everyone. That’s not something I would have typed yesterday, and given my experience twenty-hours ago, I was bracing myself for God-knows-what this morning. For the moment, at least, everything is down (ever, ever, so slightly) as we’ve been during a very slow burn all night long leading up to this massive OpEx day.
The Best and Worst of Fast
Megatrends
Allow me to share with you the Manufacturers’ Value of Shipments from our friends at the Federal Reserve. This data lags badly, so the chart below is updated through July. The update for August will be tacked on early in October. Still, the data set goes back a full third of a century, so it’s a fascinating cycle which even a 1st grader could see moves in broad sweeps up and down.
