Latest Insights on TSM
Apple’s Ho-Hum Doldrums; Nvidia Arm’ed, Sony Overshot
September 15, 2020 Great StuffTime Is on Our Side I saw her today at the market open, some Apple shares in her hand. I knew she was opening her Robinhood app. At her feet was a Starbucks latte… No, you can’t always get what you want. The market rallied today, but we certainly aren’t dancing in the streets. There […]
All Bets Are On; Taiwan Inside; Hasbro’s Has-Been Hotel
July 27, 2020 Great StuffThe Boys of Summer Nobody on the road. Nobody on the beach. We can feel it in the air. COVID-19 has put the summer out of reach. Or so we thought… The boys of summer aren’t gone. They’re just a little late to the pandemic party. Yes, dear reader, baseball is back … social distancing […]
This Chipmaker Will Soar as U.S.-China Tech War Heats Up[3-minute read] One company stands to benefit the most from the American manufacturing resurgence.
Danger Ahead: The Fed’s Great Modern Monetary Experiment[22-minute video] The economy and markets as we know them could soon be flipped upside down … and this shift might have already begun.
Make Big Gains From the U.S.-China Tech WarAfter taking a backseat to the pandemic crisis, trade tensions between the U.S. and China have flared up once again. There are serious concerns that China won’t make good on promises to buy American energy and agricultural products. And if that happens, the Trump administration may nix the big phase 1 trade deal. So once […]