Promises made. Promises kept.
“Like You’ve Never Seen Before….”
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.
Brave New World
I’ve been mulling over how to do this post for a while because I don’t want to offend readers who might be very sensitive to any criticism, direct or implied, of the Trump administration, and I tend to stay away from any political discussions. However, any objective review of the likely effect of some of that administration’s policies requires an honest discussion of those policies and their likely impact.
Given that I now believe that the odds of seeing a serious bear market this year are high and that a full market crash is increasingly on the cards. I need to do that objective review, and my apologies if anyone is offended. I am just describing the geopolitical and economic realities here as I see them and am not planning to make political commentary a regular feature in my analysis going forward.
(more…)Mason Reese’s Pieces
I’m amazed this week is almost over. It’s been quite an intense week, particularly psychologically, as I stood alone as the last bear in the solar system as of Tuesday, in spite of plenty of doubters and dissenters hither and thither.
Just the past couple of days have been exceptionally positive for my portfolio, but the real potential is Friday, which could be either glorious or dreadful. The magic moment happened on Wednesday, and, God willing, that will mark the end of Wave Two so we start to have some real fun.
The BFD of the PCE
Well, the presumed big event of this week is coming up in the morning, before the opening bell: the PCE report, which is basically real inflation divided by, I dunno, three or four. As you can see, this concocted, totally fake inflation data doesn’t budge very much from month to month, but for some reason all life on Earth depends on what this data point turns out to be tomorrow.
Chinese Inflation and Ours
