What So Proudly We Hail
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.
China Starts to Stumble
First things first. Let’s try to put this into perspective by way of the Chinese ETF symbol FXI.
Africa, Not So Much
The China Syndrome
I have a vivid illustration of the difference between me and many other market observers. Just yesterday on the Goldman-loving permabull site ZH, one chap deigned that, yes, the Chinese stock market mega-rally might peter out “a few weeks” after Golden Week is over. In other words, in about a month.
In contrast, yesterday, in the face of the 13th day in a row of Chinese stocks melting up, I declared both in print and on my tastylive show that not only was I holding my Chinese shorts, I was adding to them, because my sense was that the rally would flame out just like the one in May had.
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