Short-term Sentiment is reset, long-term is still structurally over-bullish In a positive contrary indication the latest readings in the AAII and NAAIM have logically recoiled
Day: May 13, 2021
Semi Chip Making Capacity Initiative
Calls for funding US chip production The market will show me to be wrong if the likes of AMAT and LRCX break down. I hold
Inflation: Going Stag
Stagflation in the offing, unless it’s not different this time… As corporations continue to raise wages, market participants fear the Fed is wrong about supposedly