I’m going to break protocol and run Slim tonight instead of the traditional Saturday night. I need the rest.
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.
Peak Economy
If you believe in cycles – – and I tend to – – please take note of this chart based on data straight from our friends at the Federal Reserve: it illustrates the capital goods manufacturing in the U.S. economy. To my eyes, this looks like a very regular, reliable cycle, and I’d say it looks rather on the toppy side. Not that fundamentals MATTER anymore, but still………….
Markets One (by Silver Singularity)
Note from Tim: the Sloper known as Silver Singularity was kind enough to construct an epic post, which I am breaking into two parts. The second part, which is a doozy, comes out tomorrow. Everyone be sure to thank SS for his post, and encourage him to keep at it!
Let’s start by the guiding principle. What can we expect from a leveraged economy in a rising interest rate environment using current and past data/cycles?
Having lived my whole career as a trader in a low interest rate environment combined with monetary stimulus and listening for a long time to people like Peter Schiff, I was finding myself in the camp that the FED and the ECB were toast.
That is to say they, too, were in the same predicament as the BOJ and couldn’t raise interest rates anymore… even a tiny bit.
(more…)The Automatic Earth
Here’s an interesting suggestion for long-term cycles. I think it’s a bit simplistic, but if you believe it, well, it’s 2023, so buy everything in sight!
