I’m trading like a sumbitch today, so here’s some filler content showing how dependent automakers are on U.S. citizens. Yep.
Who Needs Us?
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.
Lugnut
When a Commerce Secretary had to be selected, the chosen one was Howard. His mission is simple: protect his rich friends. In any case, he will fail. God loves me way more. Onward.
The Return of the International
The market’s strength continues to unveil new opportunities. One relatively low-risk one is EFA. This is the same missed opportunity from April 2nd which I decried repeatedly. Well, the same gap trade has returned, albeit at a lower level.
This We Can Handle
This weekend was peppered with the will-she/won’t she silliness of the tariff war. The entire landscape is murky (or some more generously describe the situation as “fluid”), but it’s quite evident that all the he-man, tough-guy, don’t-mess-with-me nonsense from this administration is nothing more than bluster, and the bluster is worth exactly what it costs.
As such, markets are celebrating since D.C. has done everything but surrender at this point. (If you want huge laffs, just watch the Liberation Day speech again, which was offered up with the same gravitas as Operation Overlord). Equities are up about 1.5% to 2%, more or less. On in particular, Apple, has shot up by double digits, since the notion of triple-digit tariffs has vanished with the weekend.
