
Riding The Natural Gas Rollercoaster

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.

I have built up a comically HUGE position in SLV February puts. I’m talking crazy-big.

I enter the new year the same way I left the old one: that is to say, so short energy that I could jump off a dime. The two ETFs below are indicative of the subtle shift taking place in the sector which was the only meaningful winner for bulls in 2022.

The year 2022 was great for tech bears. The old school stocks, however – – like DE, IBM, CAT – – they’ve hardly even felt the sting of a bear market at all. They’re doing great. My view is that this is going to change in 2023. Time for the “classic” equities out there to join the fun.
