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.
Frisco Follies
New Macro; Gold, Stocks & Debt
The new macro features real assets over paper/digital assets
I have harped upon the symbolic picture of the new macro since 2022. That was the year that the trend in long-term Treasury bond yields was broken in a fierce rebellion by a bond market that had enough of the previous decades of monetary and fiscal chicanery.
It’s over folks. What was – a disinflationary continuum in declining yields permitting the Fed and government alike to print/bailout/inflate at will – no longer is. Period.
Sit on My Lap Bar
Tech Stock Top
Thank God.
