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.

The Bigger Picture on the US Dollar

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I’ve been mulling over the best way to do my review of the US dollar, US treasuries, and why the US dollar may lose its status as the world’s main reserve currency, and how that might look, and I’m splitting this into three posts this week.

The first post is this one and will look at the US dollar and where it may go from here.

The second post will look at US treasuries and where they may head from here.

The third post will be looking at the US dollar’s status as the main reserve currency, US treasuries as the main reserve asset for US dollars, why that may already be changing, and what other options might replace it over the next few years.

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Yo-Yo

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It’s honestly like living in some kind of madhouse. There’s virtually no point in even following the news anymore, since it changes every few hours.

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The Masque of the Red Death

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The title of this post is a reference to a story by Edgar Allen Poe, which I would strongly recommend and, not wishing to give much away in the way of spoilers, is about a very exclusive party given by a Prince Prospero that ended extremely badly for all participants. It seems an appropriate title today,

As I suspected Trump did go ahead with the April 2nd ‘Liberation Day’ tariffs and seems determined to persist with these for several months at least. In practice this is the largest peacetime tax hike on US citizens in history and it seems unlikely that this experiment will go well. Before I look at the markets today I’d like to put these tariffs into some factual and historical context.

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