This weekend, I’m going to try something different. I’ve made two videos about market direction. One is purely bullish. One is purely bearish. I think there are arguments to be made on both sides, and I’d like to present both sides to you for you to weigh the body of evidence for yourself. Here is the bullish argument, and I’ll present the bearish one on Sunday.
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.
Clean Bullish Base
Just to mix things up, a long idea for a change. This is Clean Harbors. It isn’t cheap (p/e ratio of 60!) but if it pushes above that horizontal, it’ll be a very impressive breakout.
Erring Cautious
Happy Monday, everyone. I had an enjoyable and productive weekend. I hope most of you saw the news that SlopeRules now has optimization for almost all its indicators (which took gazillions of calculations, but Slopers are worth it). The Slope Development Train is chugging along, and you can expect a continuous series of new improvements and features.
For my own portfolio, I was pleased to see that the Mueller report, ironically, did nothing to bolster bullish bets. However, I’ve eased back this morning from nearly 200% invested to 128%. The risk of some kind of counter-trend bounce is too high for me to just sit around.
Minding Miners (by Violet)
As fractures and fissures appear in the life cycle of USD fiat, Gold looks to be beginning its third bull market in 50 years.
To profit from the rise in Gold, perhaps the best way to invest is through mid-tier and junior mining companies.
An investment in popular GDX may seem the obvious [and easiest] choice, but for superior gains it may not be the best. Others who have done the 10-Q and 10-K research to vet the numbers, conclude that the largest gold miners face serious challenges of growing production, which is fundamentally linked to company growth and thus stock price.
(more…)The Twenty Year Long
I don’t talk a lot about long ideas here on Slope, but the semiconductors fund caught my eye:
