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.

Chirp Chirp, Chirp Chirp… Silence?

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The canary chirped in 2013 as its equipment sector ramped up its bookings and we kept up with the bullish data every step of the way after that with updates like this one.

Semi Sector & Stock Market (2014)

The canary chirped again, as we noted amid much resistance if not outright contempt (this is when a supposed tech “expert” was held up in stern refutation of my stance, by a former subscriber whose trusted experts were then bullish gold and bearish Semi *).

AMAT Chirps, b2b Ramps, Yellen Hawks and Gold’s Fundamentals Erode (2016)

Then in November 2017 it was time to begin a new narrative as the MSM pumped a fund manager who, though bullish the FANGs, thought he’d found some great relative value for 2018 in the Semi sector. The link below clearly refutes that and gives reason to believe that these goofy troubadours in the MSM are going to lead a lot of new market participants to slaughter. (more…)

Give Auto Parts a Try?

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In spite of what you’ve heard, shorting stocks in 2017 has not been like shooting yourself in the foot. Don’t believe it. Because at least when you shoot yourself in the foot, it causes some excitement and, later, sympathy.

In spite of this, for those foolish enough to give it another whirl, the two big auto parts retailers are rocketing up toward massive amounts of overhead supply.

1129-azo (more…)

Semi Equipment Spending Record, 2018 Growth, But…

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What got me checking into the SEMI data is a goofy MarketWatch article featuring a fund manager who owns the FAANG type stocks at 30 multiples, but has found relative value in AMAT and LRCX, the two Semiconductor Equipment stocks that I was bullish on 1.5 years ago. I know, I know… I sold too soon and that is my issue and I have to own it. But the point is that it was hard to buy then, unlike now.
amat, lrcx (more…)