As I’ve mentioned in the past, the two giant “long” investments in my life that have thrived (mainly because I’ve been stuck with them, and my dumb self hasn’t had the chance to dump them) are my house in Palo Alto and a venture investment I made in a thriving high-tech web business. (more…)
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.
Homebuilders Remain Vulnerable
One of the very few bright spots for me today was Ryland, shown below, which is a homebuilder. As interest rates continue to creep up, real estate and related industries are looking increasingly prone to slippage. I’ve tightened up my stop to 41.56 and could see this getting to the mid- or lower-30s in the next couple of months. (more…)
The Future of Real Estate
Silicon Valley Home Prices Now Parabolic
A good friend of mine sent me the ad below (he’s in the real estate business himself):
Host Hotels & Resorts
A few folks on the blog are irked that I dare keep posting short ideas, since the market just keeps going up. OK, OK, here’s a good long idea – Host Hotels & Resorts, which has a very clean breakout above a descending trendline. Sheesh!


