The canary chirped in 2013 as its equipment sector ramped up its bookings and we kept up with the bullish data every step of the way after that with updates like this one.
Semi Sector & Stock Market (2014)
The canary chirped again, as we noted amid much resistance if not outright contempt (this is when a supposed tech “expert” was held up in stern refutation of my stance, by a former subscriber whose trusted experts were then bullish gold and bearish Semi *).
AMAT Chirps, b2b Ramps, Yellen Hawks and Gold’s Fundamentals Erode (2016)
Then in November 2017 it was time to begin a new narrative as the MSM pumped a fund manager who, though bullish the FANGs, thought he’d found some great relative value for 2018 in the Semi sector. The link below clearly refutes that and gives reason to believe that these goofy troubadours in the MSM are going to lead a lot of new market participants to slaughter. (more…)




