Very clean right triangle with a gap (click chart to see larger version which features the precise value of the horizontal line and its anchor gap).
Right Triangle Rubrik
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.
Lows Beget New Lows
It’s the Truth!
Circle Jerk Nearly Over
Bessent wants you to think the stablecoins are going to be the cure for our $38 trillion of national debt. Uh-huh. I’ll just mention that Circle Internet (CRCL), which is all about stablecoins, is down 75% from its recent lifetime high.
Commodities & the Next Major Macro Phase
As the macro backdrop evolves, our investment orientation will include more commodity-related investments and speculations
It comes down to a question of when (not if, in my opinion) the broad markets will swing toward a coming inflation trade in a wider segment of the commodity world. Currently, per the work done in this week’s edition of Notes From the Rabbit Hole, NFTRH 889, and many reports that preceded it, we are in an interim disinflationary phase. This has been indicated by yield curves, among other measures we use.
The 10yr-2yr yield curve had steepened with a mildly disinflationary underpinning, as evidenced by the downtrends in its nominal 10- and 2-year yield components. Currently, as the curve travels sideways, neither steepening nor flattening, the question is whether Goldilocks may get an interim bid to end the year.
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