Latest ideas and analyses related to localizing world

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
INTC , TSM , AMD

+32 pts



$INTC $TSMC $AMD - Stifel says localization (growth in US-based capacity) supports long-term growth of the industry

By bbern3 on Aug. 25, 2021, 1:01 p.m.
Tagged topics: secular growth , Stifel , semiconductors , localizing world

Views: 1842, Votes: 1, Responses: 0, Attachments: 2
US Macro , Global Macro

+38 pts



Goldman says buy commodities (oil, copper, soybeans) because this 'super-cycle' is global and no longer China-centric (deep dive)

By phenphen on May 27, 2021, 4:54 p.m.
Tagged topics: China , commodities , Goldman Sachs , supercycle , localizing world , decentralized production , CNY , renminbi

Views: 190, Votes: 5, Responses: 0, Attachments: 10