This is quite mesmerizing, and it’s particularly striking how little energy China makes (except for filthy coal) versus what it consumes.
Where Oil Flows & Goes
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 Incredibles
In my writing, I lean on metaphors and analogies quite a lot, and I’m afraid I need to employ the same crutch here for the tiny handful of ingenious young men that are getting paid a fortune by Meta. I’ll just call this group The Incredibles.
Chatbot Nation
Estee Lower
Just another follow-up to a successful short-sale idea: Estee Lauder (EL), which is tumbling hard today.
Jackson Hole Week – with Implications
Jackson Hole week is often used as a policy bull horn
It is clear that the market is taking some froth off the top of several recently over-bullish areas (everything from Palantir/AI to MP Materials/REE are taking haircuts) and it is doing it with fear of the Fed as rationale. This could paint the current market turbulence in these and other areas as brief, depending on what comes out of the Fed’s orifice at week’s end.
The Fed has traditionally used this getaway as a pulpit from which to hint about coming policy. With slipping economic signals (everything from employment to commercial real estate) continuing apace, I don’t think that the inflation jitters instigated by last week’s PPI report will stack up against the decelerating economy. That report was not inflation, after all. It was the effects of fiscal (tariff/trade) policy.
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