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The Market Ear on equity internals.
Got chips?
Is this the beginning of something bigger or not? Either way, global chip stocks had a poor week this week. Note that most names are trading at the same levels we traded at almost a month ago. Is the perceived AI bull stronger than the actual one?
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About the author
David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific's leading geo-politics and economics portal.
He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.
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