The Semiconductor Equipment sub-sector is the bedrock, the picks and shovels of the Semiconductor industry. Semi companies - especially the makers of this expensive manufacturing equipment - have taken a…
The Semiconductor sector has an internal warning... As if the economic cycle and thus the stock market did not have enough internal problems (e.g. the CESI divergence to the S&P…
This article calls junk bonds a canary in a coal mine. Analysts often view ructions in the high-yield, or “junk-bond,” market as a canary in the coal mine, or an…
I am not talking my book (well, I guess I am if I am a counter-cyclical gold bug) because I am significantly more long than short the market at the…
As in January of 2013 (ahead of an economic up cycle) and Q4 2017-Q1 2018 (ahead of an economic ripple that began in 2018) the Semiconductor sector and in particular…
I have so many charts that I use for NFTRH's Market Internals segment that I have had to start a new system, color coding the various internals indicators thusly... As…
When we were originally alerted to the coming slowdown in Semi Equipment, my industry contact had been working to a Q4 2018 to Q1 2019 game plan for cyclical recovery.…