Latest Manufacturing Data Offers Insight for 2 Holdings
Takeaways support our decision to exit the shares of Builders FirstSource.
Asia’s Response to ‘Nvidia Effect’ May Surprise You
It has been a scary summer of moves in either direction for Asia’s chip sector and the reaction to Nvidia’s guidance may come as a shock.
Latest Manufacturing Data Shows Acceleration That Can Boost 2 New Holdings
After adding our two newest positions, let’s discuss some key data we’ll be following.
SoftBank Overtakes Toyota as Japan’s Largest Company
Tech-stock gains have pushed TSMC, Samsung and Hynix into the $1 trillion club, while SoftBank is the largest Tokyo listing by market cap.
Flash May PMI Report Raises Fears of Stagflation
Input and output price pressures climb in May, while job creation declines. That’s not a good mix.