November 23, 2015 - Notes From the Rabbit Hole

NFTRH; Semiconductor Equipment Book-to-Bill Ratio

The latest SEMI data are out for October and the ratio of bookings to billings has contracted for the first time in 4 months. In the past during other b2b…

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November 23, 2015

Inflation & Deflation

Deflation Phase to Expire When…

Copper has a long-standing target of 1.50/lb. That is the marker that would take the "copper is very bearish, technically" out of the equation. Might 30 bucks a barrel contain…

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November 23, 2015