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.
Over the past couple of decades, semiconductors have been the superstar of the equity world. I went through the twenty-five biggest components of the SMH (ETF for semiconductors) and plucked out the ones which seemed to be the most jaw-droppingly consistent in their performance (you’ll notice NVDA isn’t here, which has been pretty raspy for a half year now).
Before the market opened, Meta announced big deals with three nuclear energy providers (Oklo, Vistra, and TerraPower, which is private). I’ve put OKLO and VST below along with a related company, Nano Nuclear, all of which blasted higher. I wasn’t short any of this, mercifully, although I did short into strength for OKLO. I wanted to get into VST as well but, sadly, thinkorswim (my source for portfolio quotes) is still throwing out random garbage numbers for VST, which makes it impractical, so – – that’s the silliest reason ever for not taking a position, but that’s the truth!
Since the SCOTUS ruling didn’t happen, it’s a pretty dull day (and annoyingly green, I must say). Here are a trio of charts I found for you which have one thing in common: distribution tops that have been grinding away for years and may well represent major peaks that last for a very long time as they work their way lower. For your consideration……..
Slopers are enjoying the new Trader’s Diary feature on the site, and we’ve just added something new: a grade graph. Those of you who have used the feature know that you can give yourself a grade at the end of each day based on your own assessment of your behavior and performance. What the grade graph does is plot out, over your entire diary history, how your self-assessment looks over the long haul. Since this is such a new product, it isn’t much to look at yet, but you can imagine how helpful it would be to see your chart over, let’s say, a six-month period to see how you are tracking in your own estimation!
