These gadgets–along with many others, including LED lighting–all need semiconductors. From a long-term perspective, the demand for semiconductors is continuing to grow as the devices become ubiquitous in anything that runs electric current. The problem with investing in makers of semiconductors is that the group had become overbought with the
The battle is about to begin between those who in one form or another end up following the leading indicators and those who in one fashion or another end up following the lagging indicators. Time has proven that the ZYX Global Multi Asset Allocation Model was spot on when it declared
The key to generating wealth over a long period of time is to identify when one macro cycle ends and a new macro cycle begins. In economics, a macro cycle is defined as a cycle of big picture economic performance, structure, and behavior. No bell is rung at the end
INTEL reports earnings next week. Commentary from the Wall Street is almost universally positive. In the middle of this bullishness, our screens, especially fund flows, show that the smart money is selling into strength. If the earnings are good, the probability is that the good earnings are the result of