U.S. Equity Strategy: Upgrading Equal-Weight Energy Sector; Semis Are Leading Tech
Of the ten items highlighted in last week’s Compass that we would like to see in order to turn more bullish, two have happened -- equal-weighted...
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Semiconductors Are Breaking Out -- Add Exposure/Overweight
Relative strength for the PHLX Semiconductor index began a bottoming process in November of 2018. In mid-December. Since then we have expanded our...
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U.S. Tech Stocks Are Leading Market Higher.
The S&P 500 remains just short of formidable resistance at its 200-day MA. Yet, there are signs of continued breadth improvement. Technology...
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TSMC (2330 TT): A Generalist's Guide
Smaller, Faster, Cheaper, Denser has become the motto of the foundry industry. I think Daft Punk and the TSMC wafer fab technicians would...
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NXP Semiconductor N.V. – Riding the Autonomy Wave
Although Nxp Semiconductors Nv (NXPI US) was left at the altar by Qualcomm Inc (QCOM US), the jilted bride has enough oomph left to attract other...
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