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.

The China Syndrome

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I have a vivid illustration of the difference between me and many other market observers. Just yesterday on the Goldman-loving permabull site ZH, one chap deigned that, yes, the Chinese stock market mega-rally might peter out “a few weeks” after Golden Week is over. In other words, in about a month.

In contrast, yesterday, in the face of the 13th day in a row of Chinese stocks melting up, I declared both in print and on my tastylive show that not only was I holding my Chinese shorts, I was adding to them, because my sense was that the rally would flame out just like the one in May had.

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