Out of Africa
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.
Just a Minute……
It wasn’t that long ago that the release of the Fed Minutes was the most unimportant non-event of any given month, but these days, the entire financial world teeters on the edge of its Aeron chairs to pick apart every word, phrase, and semi-colon. As I’m typing this, the ES and NQ are roaring higher.
This Side of Jerusalem
Black Robes Matter
In the Thick of It
I would like to offer up one possibility about next month. Specifically, I believe that the earnings reports are going to start to make crystal clear to the investing public that the tide has turned, and it is no longer a good time to be in stocks. I suspect an important selloff will gain acceleration as one bad report follows another.
But here’s the interesting twist: it just so happens that the next FOMC announcement and press conference is on July 27th, which is right at the tail end of the meat of the earnings season. In other words, about 80% of all the really cool and interesting companies will be done reporting. If, in fact, the market is getting blown to smithereens, it makes a certain amount of sense that the Fed will pull something out of its hat at that meeting to stem the flow of blood.
It’s just a thought.
