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.

Gold’s Leadership Handoff

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Gold’s leadership was on display last year, but it’s a new phase in 2026

Before beginning this article, it is time to introduce a short note to precede my posts:

Never will you read one word of my material that has been edited or altered, let alone written by, AI. It is unfortunate that this even needs to be stated, but it’s out there, folks. Content written by machines. Outside of ‘quant’, you cannot automate real market analysis.

Gold’s utility includes…

  • Inflation protection? Yes, over the long-term because central banks and governments are agents of inflation over the long-term. Over any shorter-term phase, it’s inflation utility is suspect, or secondary to other items like silver and commodities.
  • Disaster protection? Yes, if you define disaster as the economic condition we are heading headlong toward as a result of the above. War? Terror? Pestilence? Please.
  • Insurance? Yes, look no further than its leadership role in 2025, as it alone kicked off the next macro phase while most markets tanked on global trade fears.
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Phase Two: Commodities

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Macro shifts in favor of commodity related stocks

This is not Grandpa’s macro, and these are not Grandpa’s commodities. The traditional commodity complex has shifted to more critical status, amplified by progressing technology, and it probably goes without saying, global trade tensions/wars.

Phase 2; Gold’s Handoff to the Wider Commodity Spectrum

We are in the next phase, whereby gold led (as usual) all markets in H1, 2025, silver then took over from gold (Silver/Gold ratio exploded upward) and the positive market effects spread to commodities, and in our particular area of interest, critical or strategic commodities (like Cu, Ni, Li, REE, u3o8, etc.).

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