NFTRH 348 Out Now
A good report, as usual. That may sound smug but #348 is another report helped me personally because as usual I don't go into these things so much trying to…
Comments Off on NFTRH 348 Out Now
June 21, 2015
SEMI Book to Bill for February
SEMI has released the Semiconductor equipment sector's book-to-bill ratio (b2b) for February and it continues to be stable. The implication is that the industry as a whole is still upgrading…
Comments Off on SEMI Book to Bill for February
March 23, 2015
Semi Equipment Book-to-Bill Ratio Moderating
Excerpted from the November 23 edition of Notes From the Rabbit Hole, NFTRH 318: Semiconductor Equipment Book-to-Bill Ratio Moderating Since we were the only ones (so far as I could…
Comments Off on Semi Equipment Book-to-Bill Ratio Moderating
November 24, 2014
SOX Weekly
Checking in on the Semiconductor sector, where all the bear hype started in October, we find the weekly SOX at an interesting juncture. Of course you just knew - or…
Comments Off on SOX Weekly
November 11, 2014
NFTRH Update, Quick Market Roundup…
Data came in weaker this morning with a home sales drop of 3.3% in February. The ‘all one market’ market is cheering to banish the evil spirits released by Janet Yellen last week. Those would be the rising short term interest rate spirits and they are key to our fundamentals.
Comments Off on NFTRH Update, Quick Market Roundup…
March 25, 2014
Watch Semiconductors’ Market Leadership
In January of 2013 NFTRH used the Semiconductor sector as a 'canary in a coal mine' to a potential coming phase of US manufacturing strength and an economic bounce. This…
Comments Off on Watch Semiconductors’ Market Leadership
March 5, 2014