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.
In spite of everything I said in the last post (in which I dismissed the notion of any market weakness in 2026), I’ve got to say that, looking at these long-term ratio charts, I asked myself one simple question: when was the last time that the market was configured like it is right now? The answer is either September 2007 or August 2008, depending on the chart. Hmmm. Gosh. What was about to happen back then?
I’ll begin by stating that the following post does not violate my self-imposed sanction against political snark on my part. This is a neutral and objective piece, intended to offer thoughts about how the forthcoming election will affect the market. You will be delighted to know it is certified snark-free.
I will begin with what I believe are a few fundamental truths about the relationship of politics and equities:
Below is a video I have made for you reviewing all of my positions in one of my key portfolios. It is visible to all paying members. If you would like to view it and you have a free account, I encourage you to try a paid membership risk-free for instant access.
