A Novel Look at Commodity Returns
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.
Q4-Q1 Rally Led by Miners
Copper and Gold miners are leading the Q4-Q1 rally in broad asset markets
Back in October we began to plan the prospect of a relief rally that would be fueled by over-bearish sentiment (contrary bullish), ‘Fed hawk’ relief as we anticipated inflation signals to ease, and a post (mid-term) election seasonal pattern that is bullish for stocks. This public article had a lot to say about that on November 10th:
(more…)King of the Juice
I present to you the best-performing asset (first) and worst-performing asset (below) of 2022:
Balsa Wood
Amazing how lumber went from the hottest thing in the entire universe in the Spring of 2021 to absolutely trash these days. Zero homebuilding demand will do that, I guess.
ETF Focus: Commodities
Let’s look at a few commodity ETFs together. In general, they have remained in an uptrend for two years. This channel needs to break in order for commodities to start a downtrend, which is going to require oil to lead the way (which it hasn’t).
