Macro Research

memory chip

DRAM & NAND: Betting On The Semiconductor Supercycle

“Digital technology, pervasively, is getting embedded in every…

Is It Time To Buy Intel? [DIRTY DOZEN]

The few who can understand the system will be either so interested…

Big Breakout in Bitcoin [DIRTY DOZEN]

Spreadsheets make everything look linear and controlled, but…

Monday Dirty Dozen [CHART PACK]

Through bitter experience, I have learned that a mistake in position…

Momentum Versus Mean Reversion

*** The following is an excerpt from Alex's weekly Market Note…

Monday Dirty Dozen [CHART PACK]

I have a friend who has amassed a fortune in excess of $100 million.…

Monday Dirty Dozen [CHART PACK]

That is the nature of pattern recognition, asking 'What can I…

Monday Dirty Dozen [CHART PACK]

All men dream: but not equally. Those who dream by night in the…

Monday Dirty Dozen [CHART PACK]

You cannot trade the market. Instead, you can only trade your…