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.

Pendulum

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Allow me to start off what is intended as an economic musing by referring to a favorite comic of mine, Patton Oswalt. He has a fairly new bit in which he explains the Trump phenomenon as a totally understandable response to the Obama presidency.

The political pendulum in America, deep in the throes of the financial crisis, had swung so far that the United States elected its first black President, and a rather progressive one. After eight years of that, the “mirrored” response was to elect a political novice known principally as the billionaire star of a reality television show.

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An Ideological Path To A Liquidity Crisis In U.S. Markets

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Look out, corporate and middle America!

There’s a new economic and capitalism threat occupying your (Congressional) House…namely, Alexandria Ocasio-Cortez, who has been busy sucking all the oxygen out of Democrats’ House with the unveiling of her socialism-on-steroids “Green New Deal” this past week. As 2020 Democrats jump on board with her plan, Democratic House Speaker, Nancy Pelosi sarcastically referred to it as the “Green Dream.”

If you want to create a liquidity crisis in U.S. equity markets, then go ahead…adopt and enact the ideological measures put forth in that deal/bill. If you want to create an economic crisis, in America, as well as the rest of the world, then go ahead…adopt and enact the ideological measures put forth in that deal/bill. Foreign and domestic investment in the U.S. will disappear. (more…)

Semiconductor Sector

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As in January of 2013 (ahead of an economic up cycle) and Q4 2017-Q1 2018 (ahead of an economic ripple that began in 2018) the Semiconductor sector and in particular its Semi Equipment sub-sector are front and center in forming our analysis about coming events. Excerpted from the January 20th edition of Notes From the Rabbit Hole, NFTRH 535

Semiconductor Sector – Watch the Early Bird in 2019

This one is special for me. I started my work life many moons ago as a participant with the Semi sector [circa 1983-1993], painfully learning first hand how violent the cyclical turns can be. Dialing ahead a couple decades, in January of 2013 NFTRH began a narrative that saw the then up-turning Semi Equipment bookings (this data is unfortunately no longer published) lead the sector, general manufacturing and eventually the whole raft of components that make up the economy into a cyclical up-turn.

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