Semiconductor

Uncategorized, Weekly Update

Smallcap Stocks Fail to Find Buyers


Published May 31, 2019

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At the beginning of this month of May we concluded our weekly blog with the following:

“Were smaller, riskier stocks to find strength, it would be a real boost to the market’s rally effort as there is clearly some “wall of worry” built into this market.”

By the end of the month, the market’s answer was clear: there would be no boost from small and midcap stocks. (more…)

Uncategorized, Weekly Update

Large-cap stocks struggling


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Published April 20, 2018

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The bullish case for stocks rests on surging corporate earnings.  The bearish case rests on fears of rising interest rates, uncertainty about trade policy, and a general hangover from a very strong 2017.  Early on in the quarterly earnings cycle, companies are providing the strong results.
(more…)