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Largest Semiconductor IDM Stocks Down In June; Up 13% YTD

Largest Semiconductor IDM Stocks Down In June; Up 13% YTD

An IntroductionAn integrated device manufacturer (IDM) is one of the 5 segments of the semiconductor value chain whose pure-play constituent stock performances are tracked and commented on by munKNEE in its frequent articles on the category. The other four segments are semiconductor foundries (3); fabless semiconductor companies (6): equipment and materials suppliers (4); and electronic […]
Currency Speculators Raised Their Bets For Canadian & Australian Dollars 
                    
Weekly Speculator Bets led by Canadian & Australian Dollars
 
COT Currency Roundup:
Currencies Net Speculators Leaderboard
Strength Scores led by Australian & New Zealand Dollars
New Zealand Dollar & Australian Dollar top the 6-Week Strength Trends

Currency Speculators Raised Their Bets For Canadian & Australian Dollars Weekly Speculator Bets led by Canadian & Australian Dollars   COT Currency Roundup: Currencies Net Speculators Leaderboard Strength Scores led by Australian & New Zealand Dollars New Zealand Dollar & Australian Dollar top the 6-Week Strength Trends

Here are the latest charts and statistics for the Commitment of Traders (COT) data published by the Commodities Futures Trading Commission (CFTC).The latest Commitment of Traders (COT) data is updated through Tuesday June 25th and shows a quick view of how large market participants (for-profit speculators and for-profit speculators) were positioned in the futures markets. All currency positions are in direct relation to […]
One Year Ahead Inflation Expectations Stable

One Year Ahead Inflation Expectations Stable

Image Source: PixabayWith Michigan final June survey out, we have this picture:Figure 1: Year-on-year actual CPI inflation (bold black), and expected inflation from University of Michigan (red), NY Fed (light green), Survey of Professional Forecasters (blue +), Coibion-Gorodnichenko SoFIE mean (sky blue squares), and unit cost growth rate (chartreuse), all in %. Source: BLS, U.Michigan via FRED, Philadelphia […]
June’s Crypto Collapse

June’s Crypto Collapse

Image Source: UnsplashI wanted to take a moment to acknowledge what a wretched June crypto had. Bitcoin, shown below, lost about 15% of its value from June 5 to June 28th, just a few weeks’ time. Quite clearly, the fever has broken, although there’s no limit to how low this thing would go before the crypto […]
Scale AI Labels Its Way To Unicorn Status

Scale AI Labels Its Way To Unicorn Status

Photo by Steve Johnson on UnsplashAccording to a recent report, the global AI market is estimated to grow at 36% CAGR from $214.6 billion in 2024 to $1.339 trillion by 2030. This has accelerated the growth of companies like Scale AI that are providing resources for development of AI solutions.Scale AI’s OfferingsSan Francisco-based Scale AI was founded in 2016 […]
The Working Poor – The Price Of The American Dream

The Working Poor – The Price Of The American Dream

Image Source: Pexels The Working Poor And The Price of the American Dream: A Harsh Reality  A disturbing paradox has emerged in the land of opportunity: the working poor. Once known as the middle class, a growing segment of the American population finds itself trapped in a cycle of wage jobs and financial instability, their dreams […]
The Working Poor The Price Of The American Dream-Dreams Shattered

The Working Poor The Price Of The American Dream-Dreams Shattered

Image Source: Pexels The Working Poor The Price of the American Dream: A Harsh Reality  A disturbing paradox has emerged in the land of opportunity: the working poor. Once known as the middle class, a growing segment of the American population finds itself trapped in a cycle of low-wage jobs and financial instability, their dreams of […]
JPMorgan Chase Dividend Increase

JPMorgan Chase Dividend Increase

Image Source: PixabayOn 28 June, JPMorgan Chase (JPM) announced plans to increase its quarterly dividend by 8.7%, from $1.15 to $1.25 per share.The new dividend will be paid in the third quarter of 2024, pending board approval. JPM’s contribution to DivGro’s projected annual dividend income will increase by $30 to $375.I own 75 shares of JPM at an average […]
Pure-Play Custom Design Software Stocks Up 7% In June; Now Up +23% YTD

Pure-Play Custom Design Software Stocks Up 7% In June; Now Up +23% YTD

Photo by Mohamed Nohassi on UnsplashWhat Is Custom Design Software?Given that today’s chips contain more than a hundred billion transistors compared only a few thousand back in the 1970s, electronic design automation (EDA) software is now used to assist engineers in the custom design and development of such complex chips.How Big Is the EDA Market?According to research by […]
Massive Data Dump Could Strengthen 1st Half Market Trends

Massive Data Dump Could Strengthen 1st Half Market Trends

Image Source: UnsplashOn Sunday we’re going to be getting the French parliamentary elections and these matter quite a bit to risk assets, especially currencies.Video Length: 00:30:31More By This Author:Global Markets Diverge For Now Stocks Continue To Defy All The OddsThe S&P 500 Continues To Defy All The Odds