Section
Semiconductors
3 posts
China's Long Game: Doomberg on the Energy Chess Match the West Doesn't Know It's Playing
There is an old joke about the person who loses a chess match in twelve moves and spends…
The Rally Nobody Trusts—and Why It Keeps Going Anyway
Scott Rubner of Citadel Securities spent seven weeks in front of institutional investors across three continents. What he heard wasn't confusion. It was nervous consensus.
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Parabolic Semiconductor Rally Is Pricing In 2028 Already
by Lance Roberts, RIA The parabolic semiconductor rally crossed a line this week. SOXX, the iShares Semiconductor ETF,…