Semiconductor Leadership Has 1 Year Birthday
NFTRH has tracked the intact leadership chain for the US stock market for all of 2019 and indeed since Q4 2018, with the front end (SOX/NDX) and the back end…
NFTRH has tracked the intact leadership chain for the US stock market for all of 2019 and indeed since Q4 2018, with the front end (SOX/NDX) and the back end…
It was nearly 2 years ago when we noted that Wall Street and the financial media were leading people astray in a trend chasing exercise with a Semi sector that…
The signals have persisted since the May lows in the Semi sector and in the broad markets. Nominal Semiconductor (esp. Semi Equipment) stocks and the sector's market leadership have remained…
The chart tells you why it was time for me at least, to take a nice profit on this up trending and bullish stock. They say don't be greedy. So…
Glimmer: noun; a faint sign of a feeling or quality, especially a desirable one The Semi sector as a whole remains in a growth contraction. I happen to hold equipment…
On July 18th we had an NFTRH update (still pw protected) discussing the Semiconductor sector and secondarily, its implications for the gold sector. Those implications have to remain private for…
We are now into H2 2019. It's amazing how time flies. The Semi industry has been targeting H2 2019 for a bottom and/or upturn, and here we are. For reference,…
One upon a time we had a sector that was kicked to the curb and left as an also-ran. But in 2013, after gauging the coming of a positive cycle…
Excerpted below is the Opening Notes segment from this week's Notes From the Rabbit Hole, NFTRH 555. The report followed up this opening with extensive coverage and strategy for US…
I took my SOXX short off, that is. The gain was 8% on an index ETF and that is good enough as the chart hammers at the 200 day average.…
As noted many times along the way since 2013 a reliable leadership progression in the US stock market has been this chain... Semi→Broader Tech→Broad Market (SPX). So let's check up…
Well, you can't get much closer than this as SOX pops above and then closes a hair below the previous high of 1464.61. Like it or not, Semi is a…
We used this weekly chart in NFTRH to note the ugly top in Semi Equipment leadership to broad Semi well before the Q4 broad market correction started. Here is a…
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…