continuum

As Good as it Gets; Like 2000 With a Twist

With the Semiconductor sector below but hailing its all-time highs, a lot of images come to mind; chief among them the 1999-2000 stock market bubble… In early 2013 we noted a progression that would go on to birth the current economic expansion and stock market boom (of course, I didn’t come close to envisioning the extent of the boom that followed). I’ve belabored it often … Continue reading As Good as it Gets; Like 2000 With a Twist

continuum

Intel, SOX and the Prospect of an Upside Acceleration, Blow Off

Sometimes I look at individual stocks and ask myself something like this, using Intel as the current example: ‘how, if the market is going to go bearish [in Q4] can Intel be targeting 40 (and 44, on a longer-term chart)?’ The answer is of course that ‘there are no absolutes sir, so your Q4 market projections could be wrong’. These are the financial markets with … Continue reading Intel, SOX and the Prospect of an Upside Acceleration, Blow Off