Late in 2016, there was this widely-disseminated canard that proposed the “deep state” arranged Trump to get elected so that the economic collapse could be blamed on him. Although I’m not a conspiracy kook, in a fever of confirmation bias, I sort of “bought” that claim as well. Let’s see how the Deep State is doing, shall we? Here’s the Dow Industrials..….
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.
How to Spin a Bomb
I guess I’m past the point of pretending there’s a decent bone left in my body. Whenever I see news of another nuclear bomb test or missile launch, I stand on my chair and cheer. Anything – ANYTHING – to get this market to fall. So long as it doesn’t hit Palo Alto.
Now that I’ve finished being charming, I’ll mention the obvious, which is that, as of this moment, the ES and NQ are weaker and gold is stronger thanks to Kim returning to his shenanigans. Until this chubby, hairless blob of a man-child actually starts blowing things up besides fish in the Pacific, this dips are going to get tinier and tinier.
Hopefully Trump’s chiding and poking will push him over the edge. Of course, Trump has a HUGE incentive to send Kim into a frenzy, since that would be the perfect, made-to-order distraction from anything pesky Mueller might serve up.
Rumblings
Over the past month, there’s a boring, tedious pattern that seems to be repeating itself:
(1) The impoverished, backwards, freakish hermitage known as North Korea threatens the world with some ill-conceived rumblings about a nuclear weapon;
(2) Worldwide markets (with ever-decreasing size) have a knee-jerk reaction;
(3) When it’s clear that Kim Jung Un is completely full of crap, for the 398th time, things go back to normal within a few days (or hours……) and the market goes to new lifetime highs.
We’ve got round three of this going right now on this holiday weekend……. (more…)
Do Companies With More Women Leaders Outperform?
Is There Alpha In Gender Disparities?
The conventional wisdom for years, as this Harvard Business Review post exemplifies, has been that having more women as senior executives and directors would improve corporate performance. It appears that this may be untrue. I elaborate below, and discuss whether awareness of this may be a potential source of alpha. (more…)
Daddy Donald vs. Kid Kim – The Rumble in the Dumble
FWIW, the following is my arm-chair quarterback pass at The Donald vs. Kid Kim showdown………..
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