SEMI snuck its August Equipment book-to-bill report by me, releasing it earlier than usual on the 15th. No matter, we got bullish months ago (despite some expert bearish views I…
Here is the daily BKX stringing several up days together, but starting to get over bought. I have held the Regional Bank fund KRE (per NFTRH+ notes in the weekly…
We have been using the Semis as a one of several economic signposts, and as an investment/trading destination since the Semi Equipment 'bookings' category in the Book-to-Bill ratio began to…
While some might want us to focus solely on the big layoff at Cisco, why don't we stay with what is actually happening. What is actually happening is that there…
The title of this segment is actually the subject line of an email sent by subscriber ‘RK’ on Friday, after the post-Payrolls update that included the following statement that RK…
Thing 1 is Lam Research, a Semiconductor Equipment company. I have held it for weeks but given the market's short-term risk profile, am taking well earned profit as I did…
I decided that it was time to take the rest of the reward for having taken the risk (and advising same in NFTRH) when it seemed most did not want…
It was hard to be bullish the Semi sector a couple months ago (unless you looked at the Equipment booking data). Today it is easy; real easy... too easy. Therefore,…
For those who don't watch this stuff as obsessively as I do, here's the June Semi.org b2b data. Oh no, b2b dropped and so did bookings! As an economic indicator…
The Semiconductor Equipment book-to-bill ratio for June came out last night and it remains solid. While bookings eased a bit they remained elevated and billings were the highest since 2011. So the question of whether this earnings season should be solid for Semi Equipment companies is answered; it should be because the April-June quarter was significantly better than Q1.
As we have noted for months in NFTRH, the two most bullish sectors have been the Semiconductors and Healthcare. First, we tracked an Ascending Triangle and blue sky breakout in…
"Spooky"... that is the word I used in an email to a subscriber who commented on yesterday's post about the Breadth Thrust data sent by another subscriber. The post was…
[edit] Subscriber Joe advises that Hickey says the b2b is a lagging indicator. But I assume he means vs. Capex from the likes of Intel, etc. I am using b2b…
I am prompted to write this article because TA's are starting to pick up on the Semiconductor index's bullishness and even the overwhelmingly bearish website, the Daily Reckoning is calling…