Just to be clear how much we import from Mexico and Canada. It’s amusing that the #1 concern during the election was “inflation” and yet most of our imports are about to instantly go up 25% in price.
The Tariff Bite
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.
Shoehorn
May I suggest CROX as a short-sale idea? I may? Thank you!
The Next Leg Down
Well, semiconductors are once again my friend! It’s exciting, because the entire industry is starting to crumble. This is beautifully represented by my biggest position, SMH $265 puts. I’ve drawn a new rounded top to illustrate what has just happened this morning.
Defrosting the Morning
Happy Pre-Thanksgiving, everyone. I suspect a lot of kitchens out there are in a state of preparation and pre-panic. We’ve still got a full trading day in front of us, although it’s probably going to be a quite one. The only event in front of us is the PCE, half an hour into the trading day.
Bitcoin has crawled back over $3,000 from its nearly five-figure sell-off. I’ve got a lengthy “Best of Slope” crypto-related post waiting in the wings, which I’ll publish after today’s close.
