Below is the opening segment of this week’s edition of Notes From the Rabbit Hole (NFTRH 246). My friend’s request for a ‘simple’ road map ended up a bit wordy, but I think the chain is logical. (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.
How to Play the FOMC? Risk Management
How to play the FOMC? Does it matter beyond “manage risk?” asked the robotic blogger.*
The Fed has been using its jawbones as well as talking out of every other orifice over the last month or two with regard to ‘taper or not to taper’. The stock market is at the moment on a tout that sees them saying ‘never mind about the taper stuff for now. We were just floating a trial balloon to prick the speculative atmosphere’. (more…)
QE ‘Taper’ to T Bond ‘Carry Trade’, More Thoughts
The following is the opening segment to this week’s premium letter, NFTRH 242. The balance of #242 went on to discuss the technical status of US and global stock markets, key commodities, the current status of ‘inflation expectations’, precious metals and currencies; all in detail. (more…)
A ‘Carry Trade’ Returns?
As I was charting long-term Treasury yields in NFTRH 241, I ran a chart of the ratio between the banks and the S&P 500 and what do you know? The ratio had broken out to the upside right along with long-term interest rates. ‘Hmmm…’ said I, ‘maybe this is relevant to the analysis.’ 😉
Excerpted from NFTRH 241: (more…)
I Helped Wreck America, Now I am Here to Tout its Virtues
Here’s the JPM guy that is at the heart of the problem cheer leading for Team America.
The United States is Still in an Extraordinarily Good Position (more…)
