What Oct US SEMI Equipment and Sep SIA/WSTS Global Sales Tell Us?
What Oct US SEMI Equipment and Sep SIA/WSTS Global Sales Tell Us? Telling us early signs of semi equipment and global semi sales recovery and we...
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The “ AI Revolution” : A Cautionary Tale and Its Investment Consequences
The re-emergence of AI as a topic of hype, caution and investment contains, in equal parts, the re-discovery of a pre-existing technology, but now...
ISM Down, Rates Up, Valuation Ballooning; What Could Go Wrong?
The AI Boom remains real, but so is deteriorating Macro, extreme SKEW, the MOVE-VIX divergence, and lofty Big Tech valuation.
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Bubble or Breadth: Evaluating the State of the Stock Market
No current stock market boom is evident, but concerns arise regarding market breadth and concentration of market value in a few major stocks.
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Before You Call Artificial Intelligence a Bubble, Understand that Bubbles Are Rare!
Exercise caution when calling something a market bubble. Bubbles are less frequent than commonly believed, and booms often persist longer than...
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