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Research – Macro

DRAM & NAND: Betting On The Semiconductor Supercycle

October 14, 2020October 14, 2020 by Brandon Beylo
memory chip

DRAM & NAND: Betting On The Semiconductor Supercycle

“Digital technology, pervasively, is getting embedded in every place: every thing, every person, every walk of life is being fundamentally…

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Categories Research, Research - Brandon, Research - Macro, Research - Value Tags ai, dram, nand, semiconductors

Is It Time To Buy Intel? [DIRTY DOZEN]

August 9, 2020August 3, 2020 by Alex Barrow

Is It Time To Buy Intel? [DIRTY DOZEN]

The few who can understand the system will be either so interested in its profits, or so dependent on its…

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Categories Research, Research - Alex, Research - Macro

Big Breakout in Bitcoin [DIRTY DOZEN]

January 8, 2021July 27, 2020 by Alex Barrow

Big Breakout in Bitcoin [DIRTY DOZEN]

Spreadsheets make everything look linear and controlled, but the real world oscillates, overshoots, collapses, and rebounds. A company with operational…

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Categories Research, Research - Alex, Research - Macro

Monday Dirty Dozen [CHART PACK]

August 9, 2020July 20, 2020 by Alex Barrow

Monday Dirty Dozen [CHART PACK]

Through bitter experience, I have learned that a mistake in position correlation is the root of some of the most…

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Categories Research, Research - Alex, Research - Macro

Momentum Versus Mean Reversion

August 9, 2020July 16, 2020 by Alex Barrow

Momentum Versus Mean Reversion

*** The following is an excerpt from Alex’s weekly Market Note *** The Nasdaq is 3 standard deviations above its…

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Categories Research, Research - Alex, Research - Macro

Monday Dirty Dozen [CHART PACK]

August 9, 2020July 13, 2020 by Alex Barrow

Monday Dirty Dozen [CHART PACK]

I have a friend who has amassed a fortune in excess of $100 million. He taught me two basic lessons….

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Categories Research, Research - Alex, Research - Macro

Monday Dirty Dozen [CHART PACK]

August 9, 2020July 6, 2020 by Alex Barrow

Monday Dirty Dozen [CHART PACK]

That is the nature of pattern recognition, asking ‘What can I infer about this situation based on similarities to what…

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Categories Research, Research - Alex, Research - Macro

Monday Dirty Dozen [CHART PACK]

August 9, 2020June 29, 2020 by Alex Barrow

Monday Dirty Dozen [CHART PACK]

All men dream: but not equally. Those who dream by night in the dusty recesses of their minds wake in…

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Categories Research, Research - Alex, Research - Macro

Monday Dirty Dozen [CHART PACK]

August 9, 2020June 22, 2020 by Alex Barrow

Monday Dirty Dozen [CHART PACK]

You cannot trade the market. Instead, you can only trade your beliefs about the market. However, you can only do…

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Categories Research, Research - Alex, Research - Macro

The Narrative Pendulum

August 9, 2020June 20, 2020 by Alex Barrow

The Narrative Pendulum

Fractalized sine waves are encoded into the very fabric of our reality. Like the Golden Ratio and the second law…

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Categories Research, Research - Alex, Research - Macro, Theory, Theory - Alex, Theory - Macro
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