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.

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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The Four Horsemen

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Cotton, Wheat, Corn and Soybeans

There were four big setups, each covering multiple tickers, that I was looking in my bi-weekly The Bigger Picture webinars last year and at the start of this year that looked very strong, but I was struggling to come up with any decent fundamental reasons why they might play out.

That changed when the US attacked Iran on 28th February, and since then I have been looking at these four big setups as follows:

War – I looked at the oil setups in my posts on 3rd and 13th March. Those setups have made the first targets but haven’t yet made the extension targets at retests of the 2022 highs on $BRENT, $WTIC and $GASO.

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Uranium Normal During War Drama

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Now Resuming its Bull Market

The Uranium sector is breaking upward from a bull flag/corrective consolidation channel

While some stocks went up (especially in the Oil/Gas and Fertilizer/Ag sectors) and many went down during the worst of the war related headlines (and in software, the AI-mageddon hype), stocks in the Uranium sector maintained an orderly correction/consolidation that began pre-war.

The sector finally came to a technical “buy” as it generally tested the uptrending 200 day moving averages (orange line on the chart below) and maintained its major uptrend. When is an optimum time to buy a market or stock? During a correction within an intact uptrend, that’s when.

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