I believe the entire cruise industry has topped out; each of these three cruise giants have stalled beneath years of overhead supply and, I believe, are sailing into treacherous waters:(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.
Let’s start with the conjecture that bonds, by way of TLT, are going to have a multi-week bounce as interest rates ease back.(more…)
As a follow-up to yesterday’s electric car disaster:(more…)
As I’ve mentioned endlessly, my favorite short these days is the semiconductor fund symbol SMH (which, appropriately, is Internet slang for Shaking My Head). The pattern isn’t done yet, but it could not be more clear what levels are required to (a) disprove this as a trade (b) affirm this as a completed pattern:(more…)
Not long ago, all you needed to to as a company to guarantee success as a financial entity was to somehow associate yourself with electric cars. That’s over. Just take a look at the corrosive erosion taking place across the entire sector. My view is that this collapse has only just started, and I’m not even including the outright frauds you already know and shan’t be repeated here.(more…)