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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Semi Canary Still Chirping, But He’s Gonna Croak in 2018

Since January 2013 we have been using the worldwide Semiconductor Equipment industry as a leader within the Semiconductor sector, which is an economic cyclical leader itself. That month we noted…

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Still Watching the Semis and Market Leadership

We began our little exercise back in November, noting a dangerous MSM article pumping the views of a fund manager who promoted the great relative value the Semi Equipment stocks,…

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Semiconductor Bounce, On Cue

Well, if you could not tell by the VIX 'Micro Blips' theme noted in the previous post, the market is predictable enough. On Thursday we noted that Semi was due…

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Semi Bullish?

As an email from Bespoke entitled "Cyclical Indicators Soar" hits my inbox, I thought I'd update a cyclical indicator of another kind. You know, the friggin' cyclical indicator that preceded…

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Chirp Chirp, Chirp Chirp… Silence?

The canary chirped in 2013 as its equipment sector ramped up its bookings and we kept up with the bullish data every step of the way after that with updates…

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Semi Equipment: Any Questions?

Back on November 21 I noted that MarketWatch was playing the usual mainstream media role of bringing people to the party way too late and indeed, endangering them. They put…

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Mutant Canaries Chirping in Semi Sector?

I am having trouble logging into Fidelity and thus managing my own affairs, so time is limited and this post contains no fundamental facts to back up the title other…

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SOX & NDX Leadership Harpooned

Contrary to how it may look, I do not sit here and look at a computer all day. Therefore I am not always up on all the ins and outs…

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Semiconductor Bubble: I Feel Responsible

After all, it was over a year ago that NFTRH was getting bullish the sector against the admonitions of a former subscriber who had a bearish Fred Hickey (a tech "expert"),…

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