Semi sector’s nuts & bolts are starting to fly off
Semiconductor Equipment, Test & Materials are flipping bearish The Semiconductor sector is a cyclical leading edge. Its Equipment sub-sector is the tip of that spear. It and some other picks,…
Semiconductor Equipment, Test & Materials are flipping bearish The Semiconductor sector is a cyclical leading edge. Its Equipment sub-sector is the tip of that spear. It and some other picks,…
GDX/GLD ratio is not confirming gold's bounce And so, considering what at least has a chance to shake out as my preferred macro scenario - complete with gold herds, stock…
While headliners SPX and DJIA miraculously recovered and ticked new highs yesterday (NDX recovered near the high), the median of 1700 stocks, AKA as the Value Line Geometric index, stayed…
With the Gold/Silver ratio and USD up, the good Doctor is breaking down again All logical as the thus far minor summer "liquidity alarm" continues to sound. It looks like…
The 10yr-2yr Yield Curve has had its first interruption of the new steepener During this summer in which some of my indicators are at war with each other (as I…