Tag Archives: Semiconductors

The Great Misread: Secular Lower Prices In Semiconductors

Just a quick note on what we believe has been one of the largest factors, along with globalization to the disinflationary forces over the past 30 years. That is the secular decline in the price of semiconductor prices.  Semiconductors are … Continue reading

Posted in Disinflaton, Semiconductor prices, Semiconductors | Tagged , , | 1 Comment

Getting Long Semiconductor ETF – SMH

Going long 5K shares of Semi index, SMH at $96.95.  Stop at $94.77. Taking another facial with S&P short.   Market trades like its offside as Trump is going to cave on shutdown.   China will sense weakness and play harder, however. … Continue reading

Posted in Trades, Uncategorized | Tagged , | 3 Comments

Nonlinear Thinking: The Silicon Engine

Great background video.   William Shockley had a difficult personality?  Sound familiar? (click here if video is not observable)

Posted in Apple, Nonlinear Thinking, Technology | Tagged , , , | 1 Comment