Daily Archives: March 15, 2018

Read more about the article No Longer a Bond Holder, But There Remains a Lesson Here
Bonds

No Longer a Bond Holder, But There Remains a Lesson Here

The lesson is that when the media loudly trumpet Thing 1 (in this case the bond bear that Bill, Ray and Paul were alarming everybody about) you might want to…

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March 15, 2018
Read more about the article Semi Equipment Industry: China or Bust?
Economy

Semi Equipment Industry: China or Bust?

From SEMI, see... Stunning growth for fab equipment spending – four years in a row "SEMI’s World Fab Forecast data point to an improbable eye-watering fourth consecutive year of fab…

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March 15, 2018
Read more about the article More on Larry…
Economy

More on Larry…

An NFTRH subscriber kindly forwarded me this WaPo article filling in the details of why Larry is so funny; so funny it hurts. Accuse the post of playing politics or…

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March 15, 2018