Semi rout after months of decline in orders for business capX proxy From INTC to TSM to SNDK, semi heavyweights pointing out biz slowdown SMH shorts stand no chance until longs are bothered by worsening earnings scene It is not … Continued
Dollar continues to act well technically, amid signs of overcrowded trade U.S. exports’ share of GDP near all-time highs, means higher risk/reward to economy Strong greenback has not resulted in higher current account deficit last three years, a trend to … Continued
As company with 80k customer base, Microchip’s Friday 3Q14 warning caught majority by surprise Commentary from other tech outfits suggest things slowed down in September Too soon to say it is trend in making, but deserves close watch Did things … Continued