Category Archives: Uncategorized

Going Back To Houston…

#CKStrong Carol K. was slated to be discharged from a Boston hospital this week after a 5 1/2 month stay in isolation from a stem cell transplant (SCT) to treat her Acute Myeloid Leukemia (AML). Her comorbidities — ovarian cancer, … Continue reading

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TSMC’s $100 Billion Plan To Fix The Chip Shortage

#CKStrong Must view, folks. “Real men have fabs”

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The U.S. Budget Deficit

#CKStrong The U.S. Treasury findly released their monthly statement on Friday, which closed the books on the government’s 2021 fiscal year (October to September).  The deficit came in at $2.8 trillion (12.0 percent of GDP, based on our Q3 GDP … Continue reading

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How Container Shipping Works

#CKStrong

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What Are Bond Yields & Breakevens Telling Us?

#CKStrong    Carol K.’s ANC broke above 1200 today.  Absolute Neutrophil Count (ANC ) measures a type of white blood cell that kill and digest bacteria and fungi to help the body fight infections and heal wounds. At a time … Continue reading

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Hot Retail Sales Not Supply Chain Positive

#CKStrong The market view on Carol K. is starting to consolidate that she just may become is the GOAT of Comeback Kids. What a fighter!  Do you believe in miracles?  Go Neutrophils! Summary – The market narrative explaining the breakdown in … Continue reading

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5G Marketing Outpaces Service Reality

#CKStrong The low 5G usage numbers in the one-minute video will surprise.  Has the market mispriced them, either over or under?  In telecommunications, 5G is the fifth-generation technology standard for broadband cellular networks, which cellular phone companies began deploying worldwide in 2019, and is the … Continue reading

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Are “Woke” Central Bankers Transitory?

#CKStrong   Bullish on CK,  ANC > 1100! Can anyone spot which Age was transitory? Woke Central Bankers  “We have a generation of central bankers who are defining themselves by their wokeness,” Summers, who is now a professor at Harvard University, … Continue reading

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Can You Tell The Difference Between AI And A Human?

#CKStrong How do you know if Carol K. or myself are not ChatBots? The [pandemic] crisis accelerated the adoption of analytics and AI, and this momentum will continue into the 2020s, surveys show. Fifty-two percent of companies accelerated their AI … Continue reading

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Semiconductor On Wheels

#CKStrong Source: Bloomberg

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