USD Updated

Uncle Buck popped above key resistance at 98 the other day and unsurprisingly turned down.  The thing is though, he made a higher high and at least theoretically keeps a…

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SOX-SPX; Now or Never

The Semi's have led the broad market ever since 2012.  That is not the be-all, end-all but it is notable.  The market has other leaders now, like the speculative momentum…

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Semi Equip b2b & Market Notes

The Semiconductor Equipment book-to-bill data are out and while June eased a bit it did nothing to cause any disturbance to Q2’s numbers.  This means that through the April-June quarter the reported data of the 3 month averages remained strong.  Bookings have however gone on a slight declining trend over the last 3 reports.

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