Lithography Leader ASML's Latest Record Results & Outlook Reinforces A Virtually Unassailable Moat
Dutch lithography giant ASML last month recorded its strongest quarter ever with revenues of €2.74 billion, up 30.4% YoY. ASML leads the wafer fab...
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Global Ex-U.S. & EM Continue to Point to Risk-Off Environment
YTD sideways congestion for the MSCI ACWI ex-US and an intact downtrend for the MSCI EM index continue to point to a risk-off environment for...
495 Views
Intel Q2 2018 Earnings Call Review
Q2 2018 was arguably Intel's best quarter ever in what is shaping up to be the company's best year ever. In addition to increasing the full-year...
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EM Strategy: MSCI EM Approaching Resistance; India Breaking Out to New Highs -- Add Exposure
The MSCI EM index has recovered over the last couple of weeks and is now approaching a logical resistance level. We reiterate: avoid broad EM...
610 Views
SEC and TSMC Break Points
Samsung Electronics (SEC) is teetering pivotal pattern break points while TSMC in Taiwan has formed a bearish flat that has some clear breakout...
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