China Analog Update

China Analog Update

Wanted to provide a quick update on our previously cited China analog, which builds off the original logic about the region being at a major cyclical low first postulated in early July of this year here. There sure has been…...

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Semis On Deck

Semis On Deck

Our views on semis have evolved as follows over the past year+: 10/15/12: “…we believe semiconductors have more¬†relative¬†downside left vs. the broader market…” 7/16/13: “…we are ready to make a high conviction industry call on semi-conductors and suggest over-weighting the…...

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