MSCI ACWI, STOXX 600 Breaking Out, Adding Fuel for Further U.S. Equity Market Rally
In today’s report we reiterate our bullish U.S. investment thesis, recap significant technical levels across indexes, and highlight attractive...
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Micron Expresses Hopes for Better Quarters Ahead
In the company's December 18 earnings call Micron executives provided a guardedly-positive outlook, explaining that the industry is approaching a...
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Samsung Elec Is Getting Hot: Pairs Trading Approach with KODEX 200
Samsung Elec is running away now. The shares are up a whopping 15% since Dec 4. We all know why. The memory chip stocks are quite active lately,...
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What a 5% DRAM Wafer Cut Really Means
Over the past few quarters leading DRAM and NAND flash makers have outlined their plans to cut wafer production by small percentages. This can...
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Micron. Lowering Expectations Ahead Of Earnings
Micron CEO Sanjay Mehrotra participated in a fireside chat at last week's Credit Suisse 23'rd annual technology conference. During a wide-ranging...
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