Avoiding the Disrupted Overcomplicating things is seldom on the path to investment success. The stunning ascension of Tesla has confounded, in a manner no less than stupefying, the investment thesis of many. We don’t profess […more]
Pausing for a look down from Semiconductor Stocks
Technology stocks in general, and semiconductor stocks in particular had a stellar performance in 2019 with a particularly strong finish during the last quarter. What can one expect for 2020? While the old adage that forecasting is hard, particularly with respect to the future, seems true; we can say that standing here in the present there appears to be a lot of good fortune prices in a number of semiconductor stocks. […more]
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