Daily Archives: October 10, 2014

NFTRH Interim Updates

NFTRH; Semi Industry Direct Info

Reference back to January of 2013.  In an NFTRH update we talked about a contact of mine who supplies the equipment sector of the Semiconductor industry, who advised that the industry was on a “ramp up”.  The equipment companies are the likes of AMAT, MKSI and LRCX who gear up for Semiconductor Fab cycles.

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October 10, 2014
NFTRH Interim Updates

NFTRH; Macro Pivot (w/ Important Edit)

From yesterday’s update…

[edit]  Please accept my apologies.  Futures are down, but not nearly as drastically as what was earlier noted.  MarketWatch showed indexes down around 2.5% but Bloomberg had them at around -.5%.  A check of the actual prices shows the Bloomberg data is correct.  So take everything below as a future game plan in case the August lows are breached.

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October 10, 2014