Global Bottoming Process Continues; Remain Overweight China
The MSCI ACWI and ACWI ex-US have managed to break above their respective 200-day moving averages, and are now bumping up against overhead...
645 Views
Global Equity Strategy: Constructive Outlook Intact, Bottoming Process Continues
We remain constructive overall and continue to believe that global equities (MSCI ACWI) are going through a bottoming process. Opportunities exist...
672 Views
Micron's Guidance Bombshell Signals Troubled Times Ahead For Beleaguered Semiconductor Segment
After months of skirting around inventory build-up and a weakening demand outlook, Micron used their latest earnings report to call closing time on...
998 Views
Buy the Chip Equip Dip
The capital equipment space offers moats and growth at favorable prices.In April 2016, we published a report on the wafer fabrication equipment, or...
822 Views
Samsung Earnings Call Leaves Cause to Worry
Samsung's October 31 earnings call should give investors reason for concern since management appears not to understand the basis for semiconductor...
1.2k Views