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.

Getting It On

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The market is ripping higher today based on the delusion that a combination of (a) fake statistics generated by Trump-installed shills in data-generating departments of government and (b) lower interest rates are both going to make the market rage higher until the end of time. Nope! Indeed, government data will soon be completely ignored, since people will recognize it as manufactured for political purposes. What a crock.

My big winner today is On Semiconductor (ON) which is down about 10%. Here are some views.

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Liberation Day II

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This week has been absolutely action-packed. Between AAPL, AMZN, META, MSFT, the FOMC, and the August 1st tariffs commencement, I had totally forgotten that the jobs report was even coming out. In quieter times, this would be an “all hands on deck” situation, but it’s been a madcap week. This morning, the big event is that August 1st is here, and tariffs are finally kicking in. How fondly we recall when the tariffs were first announced four months ago, hosted by the President’s press secretary, Sydney Sweeney.

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