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Sell The Semi Equipment Exuberance (Part 2)
The contracting ISM manufacturing survey signals that relative share price momentum running at a 60%/annum clip is unwarranted and bound to return to earth. The same holds true for relative forward profit and revenue growth expectations, especially given…
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Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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