Factors and Semiconductors
A friendly warning. Momentum is outperforming all factors this year, and Semiconductors are a large part of that. Markets always act erratically,...
628 Views
EM by EM #43: Rand’s Reckoning?
Just as the markets were speculating about which spring month would see the first Fed rate cut of the cycle, a surprisingly high CPI report from...
448 Views
First Run of Tech/Semis' Guidance Tells Us What Industries and Companies to Avoid
First Run of Tech/Semis' Guidance Tells Us What Industries and Companies to Avoid; Weaknesses to be seen in industrial, general non-AI server semi,...
1.3k Views
AI Industry Structure and Business Model: What Inning is It?
What inning is AI in? If history is a guide, it’s hard to predict the twists and turns of a new market growing from nothing...
499 Views
Semiconductor Outlook 2024: AI's Adolescence
Its time to jog your memory. We've gone through the downturn, what does an upturn look like? The year 2023 began with a significant downturn in the...
1k Views