Semis On Deck

2013-12-27 · by · in Companies, Equities, Fundamental Analysis, Nasdaq, Ratios, Sectors, Semiconductor, Spread Trade, SPX, Statistical Analysis

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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