
China Out-Suds Germany

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.
Greetings, my Slope brethren. I’m not usually a fan of sequels, but sometimes they’re good. Diehard 2 comes to mind. The Empire Strikes Back was pretty good. But, an oil sequel? “Oil? Oil? Who said anything about oil?”. Wasn’t this the one commodity that was going down these days? I didn’t expect to do any market writing at the moment, and then I saw this tweet from the President.
I ended the trading week with twenty bearish positions and an overall commitment level of 98%. Here are half of the positions, zoomed in on what I believe are the most germane parts: