We live in a world more dominated by day-to-day politics than I can ever recall. Here are a few assets very subject to these political winds:
Political Assets Update
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.
Still in the Game
I’ll start off with this item: JP Morgan laid out in great detail precisely how likely various CPI results would be this morning and what the consequences of the number would be for equities. Kindly direct your attention to the highlighted portion.
Ice Cold CPI
Equity bulls have been getting nothing but good news for over two months, and this morning was just icing on the cake, as the CPI came in vastly below expectations.
Peak Uncle Warren
x
Lutnick Bupkis
When this week began, I mentioned there were going to be three big “events” over the next nine days. First, the announcement from the US/China trade talks; second, the CPI report (coming out tomorrow morning before the open), and third, the FOMC Kabuki Theatre next Wednesday. Of these three, it was the first one that had me by far the most worried. Thus, when I saw the equity futures start gyrating wildly, I rushed back to my computer to see what the news was. And…………..
