Bearish Tech Stance Still Performing, as 5G Rollout Looms
 âThe âPeak Smartphoneâ theme justified an underweight stance back in Q4 across the most heavily exposed Asian supply chain stocks, with DDR4 DRAM...
430 Views
Trade War/China Stocks/ Consumers & Singlesâ Day/Tech Worries
China News That Matters Two to tango in Buenos Aires? Equities slide; foreigners want in Records fall yet consumer caution rises Censors tighten...
438 Views
Can Japan Inc Protect Earnings on the Downside?
If and when the downturn does come, it is likely to be painful around the world. Based on past experience it is likely to be very painful in Japan,...
523 Views
U.S. Equity Strategy & Sector Commentaries: Defensive Sectors Leading = Unhealthy Market
The âBigâ rally has now faded less than a week from its start. While many point to a robust economy, strong GDP, and a strengthening U.S. dollar as...
484 Views
TSMC (2330 TT): A Generalist's Guide
Smaller, Faster, Cheaper, Denser has become the motto of the foundry industry. I think Daft Punk and the TSMC wafer fab technicians would...
1.7k Views