Who among us is surprised? Volatility, noise and emotion close out another policy and media intensive week. I continue not to see much of a
Day: September 23, 2016
Semi Equipment Still Robust, Book-to-Bill Trend Intact and Thoughts on the Market
SEMI snuck its August Equipment book-to-bill report by me, releasing it earlier than usual on the 15th. No matter, we got bullish months ago (despite