On Semiconductor Fab Equipment

The Semiconductor Equipment sector is part of the solution to the Semiconductor supply shortage problem Per NFTRH 656 and several editions previous to it, we have been viewing the Semi Equipment stocks in a fundamentally positive light, regardless of the technicals. Today, the technicals are starting to prove out as well. From #656, including the ‘leadership’ chart below. “Staying with a weekly market view let’s … Continue reading On Semiconductor Fab Equipment

Your Macro guide, the 30yr Treasury yield

30yr Treasury yield and markets/internals tied to it What markets and market internals are dependent upon an inflationary rise in long-term yields? Anyone? Beuller? For “best of breed” top down analysis of all major markets, subscribe to NFTRH Premium, which includes an in-depth weekly market report, detailed interim market updates and NFTRH+ dynamic updates and chart/trade setup ideas. You can also keep up to date … Continue reading Your Macro guide, the 30yr Treasury yield