Yesterday…….
And today, with the reveal………..
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.
Phenomenal
Response to a Reader
I recently received an email from a reader who has been on Slope for nearly a decade and very politely asked me to lighten up on Trump. His letter was well-crafted, well-reasoned, and courteous. I wrote him back, and after doing so, I thought I’d share my thoughts with you, since it doesn’t cross any privacy lines. I wouldn’t want to waste all that typing without making a post out of it. So here goes:
It’s good to hear from you, and I appreciate your readership all these years.
Slope isn’t a political blog, but there is some political talk from time to time, and I certainly use it to express my own point of view.
Jean-Clown Drunkard for Dinner
Jean-Claude Juncker: “In Europe, the choice is to eat what’s on the table or not come to the table at all.”
You sure about that, Jean-Creep Druncker?
Certainly, the choice in Europe is to eat the EU baloney sandwich. However, we could cook for ourselves, or we could eat elsewhere, or we could order take-out, or we could get someone else to cook for us, or we could go to a fast food joint, or we could microwave a TV dinner, or even go on a diet………etc. (more…)
Peak Trump
The following is the opening segment of this week’s edition of Notes From the Rabbit Hole, NFTRH 437. While I think several proposed Trump administration policies would have positive down the road effects for corporate America and the asset ownership class, the administration will have to survive intact in order to implement them. This is one erratic and shall we say, fluid, situation and this is not a leader who inspires confidence, speaking personally at least.
Peak Trump
Last week we reduced the charting in favor of increased talking. That was because I had some things to say about the at-risk gold sector and its incomplete macro fundamentals.
There was also a lot to say about stock market sectors that would be favored or avoided if the long-term bond yield environment continued to shift to declining (bonds bouncing). Last week dealt a blow (in the form of Trump’s triumphant speech to congress and unusually aggressive Fed jawboning) to bonds, but did not break the play.
