Tag: #SemiShortage

Semis Made in the USA ??

March 27, 2022 Ryan JueResearch, Weekend Update#COVID19, #MadeintheUSA, #RisingYields, #SemiShortage, #UkraineCrisis

Weekend Update 3/27/2022 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Strong semi rally on Senate hearing for US foundry manufacturing funding ? Biden visits NATO. President Biden traveled to NATO HQ in Belgium for discussions on ongoing #UkraineCrisis. Cautious market optimism with more Read More

Fed’s No Comment Comments ?

January 26, 2022January 26, 2022 Ryan JueMarket Musings, Research#COVIDRecovery, #Flight2Safety, #InflationFears, #RisingYields, #SemiShortage, #SupplyScare

Market Musings 1/26/2022 Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store! Fed commentary alluded to increasingly aggressive stance, but didn’t provide much concrete details. We continue to believe Fed will need to get more aggressive through 2022 to combat #InflationFears. #RisingYields fear has fueled Read More

How the Supply Chain is Stealing Christmas ?

November 3, 2021November 3, 2021 Ryan JueMarket Musings, Research#COVID19, #COVIDRecovery, #Earnings, #InflationFears, #SemiShortage, #SupplyScare

Market Musings 11/3/2021 Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store! We expect supply chain improvement starting early next year, but unfortunately, #SupplyScare is likely peaking in the all-important Q4 holiday season. It was a recurring theme this #earnings season. Company after company reported Read More