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…...
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…...