[edit] I neglected to include the link and this quote... "Year-to-date, the bookings and billings reported in the SEMI North American equipment book-to-bill report indicate a solid year for the industry,"…
NFTRH 355 takes the balls in the air, tops spinning on the table and the up and down market whipsaw and attempts to distill it all into a sensible narrative…
Well folks, they never make it easy do they? As of now the SOX is firm as apparently the Intel hype could not break the chart (though it did put…
The Semi's have led the broad market ever since 2012. That is not the be-all, end-all but it is notable. The market has other leaders now, like the speculative momentum…
We have had the pulse of the precious metals every step of the way. We have mostly stayed on the right side of stock markets too. We have indicators and…
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…
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…
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…
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…
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.
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…