Semiconductor Sector; a Market & Economic Leader

The signals have persisted since the May lows in the Semi sector and in the broad markets. Nominal Semiconductor (esp. Semi Equipment) stocks and the sector’s market leadership have remained intact into our window for a projected cycle bottom, which was the 2nd half of 2019. This post shines a favorable light on the Semiconductor sector while at the same time acknowledging that may have … Continue reading Semiconductor Sector; a Market & Economic Leader