The environment is reminiscent of mid-2011 when the U.S. credit rating was downgraded for the first time in history and the gold bull rallied higher.
Tag: Taiwan
Sanctions, Supply Chains, and Recession Sentiment Decimate Microchip Stocks
No matter what silver lining analysts mention to lessen the blow to semiconductor sentiment, I wouldn’t recommend bottom-picking at this time.
Preparing for War With China at All Costs – Pelosi’s Part 3
What eventually happens in August will definitely have the world’s attention, with China and U.S. careening towards a potential faceoff.
Preparing for War With China at All Costs – Part 2
“If the US and the West impose destructive sanctions on China like sanctions against Russia, we must recover Taiwan. We must seize TSMC.”
Supply Chain Crisis Will Not End Anytime Soon – Part 4
The global economy will experience a new supply chain disruption due to renewed lockdowns across China with Shanghai worse than Wuhan.
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