The Canary Croaked
Ref. my post from last January that itself includes a link to my post from a year ago criticizing a media headline about a fund manager who thought he found…
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November 19, 2018
Semi Sector 9+ Months On…
On November 21, 2017 we noted... Semi Equipment Spending Record, 2018 Growth, But… With the key being the "but... " Per that post... What got me checking into the SEMI…
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September 10, 2018
Semi Sector: A Warning or a Buy?
We began tracking this negative divergence in NFTRH last year as the leadership of two premier Semi Equipment companies began to decelerate vs. the broad sector. Over time the ugly…
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August 27, 2018
NFTRH; SPX/Gold Ratio… What If? (priority: high)
Reading Callum Thomas's ChartStorm this morning something occurs to me that can benefit NFTRH and therefore me, and maybe you as well. Callum uses this chart to speculate that SPX…
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August 6, 2018
About the Semiconductor Sector
I've bludgeoned you over the years about how the Semi signal in January of 2013 was the first real proof that the positive economic cycle that is so readily obvious…
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July 24, 2018
A Bull in a China Shop
Following is the opening segment of this week's edition of Notes From the Rabbit Hole, NFTRH 504. For months now we have been tracking a divergence in the key cyclical…
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June 18, 2018
NFTRH; Semi Canaries’ Chirping Grows Quieter (high priority)
The play on words with the title is not about the general Semi sector but rather, the Semi Equipment segment within the sector. While I have been forced to cover…
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June 7, 2018
Semiconductor Canaries: Chirp, Warble… Soon a Croak and Silence?
In light of earnings reactions in the Semiconductor Equipment sector, it's time for an update of a theme we have had in play since November, 2017 The canary is no…
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May 18, 2018
Semi Bearish?
Don't look now but some of our leaders over in Semi land are getting pretty ugly. This does not look like a normal pullback from the SMA 50. Subscribe to…
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April 19, 2018
Semi Equipment Industry: China or Bust?
From SEMI, see... Stunning growth for fab equipment spending – four years in a row "SEMI’s World Fab Forecast data point to an improbable eye-watering fourth consecutive year of fab…
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March 15, 2018
Semi Wrong
That would be err... me. Semi wrong about the recent abdication of leadership by the Semiconductor sector. Yet AMAT and LRCX are still in something of a breakdown mode vs.…
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March 9, 2018
Semi Bearish?
Over the last several years, beginning in 2013 I've made post titles like 'Semi Bullish' in response to the bullish leading edge economic cycle indicator, the Semiconductor Equipment sector and…
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February 19, 2018
NFTRH; Sensitive Cycle Signal Negative, But Risk On/Off Signals Differ S/T
A quick view of some signals the market is giving us during the expected relief rally. We used two premier Semi Equipment companies as a gauge in ratio to the…
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February 13, 2018
Semiconductor Sector Indicators Led the Correction
Amid the sick theater that has been the US political sphere and by extension, the stock market, I just tried to stay unbiased (in action, at least) and churn the…
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February 5, 2018