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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.
Lead Us Not Into Techtation
I know, I know, FAANG is all the rage again. That’s the flight to safety. I hear ya. But I’d like to present a fresh NDX/SPX chart to illustrate that, yes, tech has bounced strong lately, but the glory days of tech are past. It’s going to weaken all that much faster when the turn sets in.
Finally, Semi….
There are some here who have been asserting that the strength in semiconductors is indicative of a new bull market. I take, surprise, surprise, the utterly opposite view. I believe semis are the last holdout before all holy hell breaks lose. It’s nice to see my two positions start to behave themselves today.
Just Pull the Plug
These Tesla wanna-bes keep circling the drain, even in this bail-everyone-out environment we’re cursed to live within. I’m not sure why they have zero traction, but clearly the whole sector is in grave trouble. I suspect many of these would never have gone public if the whole “Build Back Better” fiasco had never been proposed in the first place.
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