I'm busy working on my blog posts. Watch this space!
April 26, 2019
Guide-downs from the leading semiconductor cos.(Intel, Samsung, TXN Xilinx, NVDA etc.)are telling us underlying (global) economy's not good. End mkts: Industrial production, communications, PCs, autos, smartphones all weak. There's a reason semi stocks typically lead stock market declines and I don’t think this is any exception.