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…
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…
Through hard and thorough work we are right with the macro. Nobody that I know of was talking about a summer cool down back in the spring. We were, it…
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,…
The tip of the spear that is the cycle leading Semiconductor sector is fading fast If broad Semi is a market leader, Semi Equipment is a leader within the Semi…
Semiconductor sector following through after our bullish preview Here is the updated chart of SMH (originally presented per the excerpt below), which I almost don't believe (if it were a…
NFTRH 666(6) took a focused look at Semiconductors, updated/added more details to the gold stock view (adding new weekly miner/royalty charts), did a full Commodities segment and updated the current…
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…
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 both of them because while…
In a nod to the Trump administration, on which I am often very hard, I now understand why they would seek to impair parts of the US Semiconductor Equipment industry…
The global Semiconductor segment has blown away all other segments in 2020, the year of... well, you know. Sure, all those game boys are sitting on the couch blowing each…
Gold bugs will remember 2012 as the last year of hope that gold was still in its bull cycle as it managed to hold key support around 1550 into year…
The graphic shows you that the media have now, months later, caught up to the story. As we have been noting all year, Semi leads and Semi Equipment and Materials…