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.

The Final Flag

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Well, that’s that.

The Liberation Day fanfare from just over a month ago has been rendered an utterly pointless exercise. Although merely a week later, on April 9th, the trade wars were effectively cancelled (as well as all the tariffs that ostensibly would have made the IRS unnecessary), there was one gargantuan issue still remaining: China.

Now, with a 90-day pause (read: a total Ctrl-Z of what was executed, with 90 days being enough time for folks to forget anyone even mentioned it), the trade wars are kaput, as is all the anxiety around them, as plainly illustrated by a VIX which has, yes, returned to the teens.

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Crappy Days Are Here Again

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At the risk of sounding morose, I’m getting the sinking feeling that the teeny yellow sliver of time, lasting only about 39 trading days, is going to be “it” for the bears. After all, the entirety of the plunge was based on the trade wars, and now that we’re in only the very earliest stages of negotiations with trading partners all over the world – – and considering the mega-rally which has taken place based on solving merely one (relatively minor) country – – it gives me pause to think of what’s next.

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