Let’s take a look at the past few weeks, shall we?
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.
Front Page Follies
Long-time readers are acquainted with the fact I’m not fan of government. I’m not speaking of the present government in particular; I am referring instead of government in general. The reasons are multitudinous and varied, but instead of going through those, allow me to share the front page of our little hometown paper, Palo Alto’s own Daily Post.
Revisiting The $64 Trillion Question
The Bigger Picture on US Treasuries
Part One: The Setup
On 10th November last year I wrote a post entitled Strange Days on US Treasuries. In that post I was looking at a very important inflection point that looked likely to be coming up on US Treasuries over the next few months to a year. I would suggest you read that post for the detailed analysis there of the outlook for US debt levels and interest payments as I’ll be looking at those in less detail this week.
This is currently a series of (likely) four posts reviewing the US Dollar, US Treasuries, and why the US Dollar may lose its status as the world’s main reserve currency. I published the first post in this series on the US Dollar on Monday last week and you can see that here.
After writing a lot of this review on bonds it has become clear that I can’t fit it into one post so I am dividing it into two. This post will look at historical bull and bear markets on bonds, the setup for a major increase in bond yields over coming months and years, and why that might play out rapidly rather than slowly.
(more…)In God We Trust
