AMAT Stock Is Vastly Outperforming the Semiconductor Industry. Here’s Why.

Shares of Applied Materials Inc. (NASDAQ: AMAT) peaked at six-week highs this past Tuesday, extending a solid relief rally that began at the start of June. Whil... Read More»

Little Hope Left as Trade War Escalates Into a Tech War

I am currently looking wrong on the U.S.-China trade dispute. The view here had been to expect a deal on trade between U.S. and China because of Donald Trum... Read More»

3 Technology Stocks to Shield Against the U.S.-China Trade War

Wall Street and global stocks declined sharply in May after trade negotiations between the United States and China broke down suddenly after Beijing stepped bac... Read More»

HP Surges after Strong Quarterly Earnings Quell Fears of Trade-War Spillover

Shares of HP Inc. (NYSE: HPQ) rose sharply on Friday after the California-based tech giant reported better than expected corporate results, easing concerns that... Read More»

A Truce on Trade Between China and the U.S.

Investors have been intently focused on the outcome of the G20 Summit in Buenos Aires on Dec. 1 — specifically the announcement that a 90-day deadline has b... Read More»

Expect Markets to Rally Thanks to Mid-terms and an Impending China Trade Deal

There is clearly the potential for more of a technical rally in stock markets with the bogey month of October having now concluded. The S&P500 has risen... Read More»

China’s Domestic-Driven Economy Will Insulate it from Trade Warriors’ Attack

It remains obvious that events of late have continued not to move in the direction of the base case here, namely that Donald Trump will, sooner or later, tu... Read More»

US vs China: The Surging Greenback and the Trade War Favour the US

The immediate focus of markets of late has been the resurgent US dollar (see following chart) amid the collapse of the Turkish currency, down 23% against th... Read More»

US vs China – Is it ‘Art of the Deal’ or Economic Warfare?

If monetary tightening remains the main risk for global stock markets, the threat of a trade war continues to dominate the headlines. The Donald's De... Read More»