2023.08 Thoughts on a flattening yield curve & Semiconductors
telltales.substack.com
We discuss the yield curve and make a case for rates being higher for longer (& long bond ⬆️), and we review the dynamics of the semiconductor industry $NVDA $TSM $INTC
2023.08 Thoughts on a flattening yield curve & Semiconductors
2023.08 Thoughts on a flattening yield curve…
2023.08 Thoughts on a flattening yield curve & Semiconductors
We discuss the yield curve and make a case for rates being higher for longer (& long bond ⬆️), and we review the dynamics of the semiconductor industry $NVDA $TSM $INTC