Semis, Semis Everywhere … Sometimes Too Much, Sometimes Not Enough

November 10, 2022 in Market Intelligence, Signal from Noise

“One day, semiconductor demand and supply will match up – for all of 30 minutes.”– attributed to Andy Grove, former CEO of Intel (1987 – 1998) It’s difficult to think of an aspect of our daily lives that doesn’t involve a semiconductor somewhere. From the device you’re using right now to read this to the refrigerator you’re about to raid …

What Does The Fed’s November Hike Mean For Markets?

in Fed Watch, Market Intelligence

“As investors, we also always have to be aware of our innate and very human tendency to be fighting the last war. We forget that Mr. Market is an ingenious sadist, and that he delights in torturing us in different ways.” – Barton Biggs The Federal Reserve held their highly anticipated November FOMC meeting on Wednesday. As expected, the world’s …