Semi Out-Performance Thesis Has Reached a Critical Juncture

2014-07-23 · by · in Companies, Equities, INTC, Sectors, Semiconductor, Technical Analysis

We’ve been vocal proponents of over-weighting semis vs. the broader market this year and thus far, that trade has paid off handsomely.  For instance, INTC, the group bellwether, has outperformed both the SPX and Nasdaq by 26% YTD. Having said…

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