Macro shifts in favor of commodity related stocks This is not Grandpa's macro, and these are not Grandpa's commodities. The traditional commodity complex has shifted to more critical status, amplified…
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…
We have been tracking the loss of leadership by the Semi sector, at the front end of the SOX > NDX > SPX leadership chain since the cyclical indicator's top…
Semi led Tech in Q4, 2022 and Tech led the broad after that, but now the Semiconductor index, the leader, is showing signs of weakness Is the negative divergence in…
The NFTRH view has been for a macro transition from inflation (past) to 'Goldilocks' (present) to deflation (later) Since projecting the Q4-Q1 broad market rally back in November, we have…
US stock market leadership using SMH > QQQ > SPY This is a chain I have generally liked to see intact over the years if I am going to be…
The Semiconductor sector is one of my favorite sectors for reasons we have covered over the last few years. Generally, it boils down to the fact that Semis are the…
As the Biden administration obsesses on faulty and fantastical green initiatives (and all that carbon needed to implement them), the US is falling behind in the critical Semiconductor space This…
I had held AMD in Q4 2021, and when I saw NVDA start to slide ugly I noted in NFTRH that it and my AMD holding could flash a negative…
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[edit] Upper gap filled. Lower gap open. Hold immediate support or it's going to get uncomfortable. My view of the Semi sector is that it is much less cyclically volatile…
TSM moves higher, Semi sector toppy but intact In an NFTRH update on Monday I had expressed a view that the SOX index might have more downside as long as…
Semiconductor Digest, December 2021 I am under the weather and not really in a writing frame of mind. But I am slowly getting back into a reading frame of mind,…
A brief sector review While I hold a special place (in my thoughts and in NFTRH) for the gold stock sector due to its counter-cyclical nature, it's a big market…
The Semiconductor sector appears to be re-taking leadership The broad Semiconductor sector is hinting to take back its leadership over big Tech and possibly the broad SPX as well on…