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.

Post-Debate Election Risk

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With the first Trump-Biden debate of 2020 in the books, we’ve headed into the final stretch of the 2020 election. Let’s note the election risk and then look at how to protect against it. 

Election Risk

A couple of weeks ago, a Finnish business journalist asked me which candidate would be worse for the market. I told her that the risk in the near term wasn’t either candidate winning, but neither candidate winning: that the best thing for near term returns was a decisive election night victory. In a Wednesday article (“As Election Looms, Investors See Uncertainty. They Don’t Like It.”), investment professionals interviewed by the New York Times made similar points. For example:

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