Nasdaq Rebalance, Nanya, Camtek, Nordic Semi, Aehr Test, and Positioning
A quick discussion of the companies that have reported so far, and my thoughts on the semiconductor stock space Pretty much the entire index is...
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Taiwan Tech Weekly: Major Week of Earnings; Apple's Edge AI Could Make Your Current IPhone Obsolete
Taiwan rebounded strongly last week alongside Nvidia and U.S. tech. This week will be another major earnings week. Apple's edge AI for user privacy...
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Positioning Watch – Spread-trades are the way to play the current environment
Very interesting dynamics in markets lately, with the NFP report Friday shocking markets at first glance before sending them back into rally-mode,...
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China: Sliding Market Leads to Passive Selling
A rapidly falling market could be upwards of 74 China stocks being deleted from passive portfolios. These stocks have underperformed the headline...
432 Views
Mint Macro Roundup: Inflation Cools in US, UK, & Japan Accentuating Central Bank Policy Divergence
Inflation falls sharply in the US, UK and Japan. With inflation on the decline, central banks faced with navigating diverging economic outlooks....
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