Slope of Hope with Tim Knight

Morning Musings

Tim Knight — Wed, 02 Sep 2026 18:03:01 +0000

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An Annoying Sameness

Tim Knight — Wed, 02 Sep 2026 16:42:43 +0000

FEEDSince when did gold become an equity ETF? My hand to God, if you look at the charts of the SPY (top) and GLD (bottom) below, they’re in lockstop. Good Lord! The chart of the correlation between these two tells the story: it has moved steadfastly up to nearly fully-correlated. Annoying!!!!

Until Now

Tim Knight — Wed, 02 Sep 2026 15:00:00 +0000

FEEDRead the text from their ads that they run all over the place, then look at the chart. Heh.

Quiet Riot

Tim Knight — Wed, 02 Sep 2026 13:01:50 +0000

FEEDThings have been going quite well ever since Warsh’s speech on Friday, although the overnight session was quite tepid in spite of continued Iranian hostilities. As I’m typing these words about half an hour before the opening bell, the /ES and /RTY are effectively unchanged, while the tech-heavy /NQ (my focus) is down about a

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The North Forty

Tim Knight — Wed, 02 Sep 2026 04:00:00 +0000

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Californication

Tim Knight — Wed, 02 Sep 2026 02:00:00 +0000

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PREMIUM: K-Shaped Market

Tim Knight — Wed, 02 Sep 2026 01:50:48 +0000

FEEDThis content is only available to Slope+ users.