Semiconductor Equipment
Is Japan A Threat To The US Bull Market…
A Continued Cool Wind From the East…
Early Signs Of A Global Growth Relapse In September…
Semiconductors Distort The Message From Asian Trade…
Bifurcated Demand For Semiconductors…
China Is Stockpiling High-End Memory Chips…
There has been a decoupling within the global semiconductor industry. Demand for AI and advanced chips has been booming. Yet, sales of legacy and non-AI semiconductors have failed to recover. Given their spectacular run-up, share prices of high-end and AI-chip producers might continue selling off even if their sales continue to grow rapidly.
Will Semiconductor Stocks Continue To Decline…
Our political forecasting scored wins in 2023 but we failed to capitalize on it adequately in our trade recommendations.
The Netherlands has a healthier and more stable economy and demography than its European peers. Investors should stay overweight developed European equities, including Dutch equities, relative to emerging European equities.