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As previously noted, i really read everything that #ZoltanPozsar puts out...His Aug 24th piece was terrific again. In this #thread I summarize the most important takeaways: 🧵
https://twitter.com/RonStoeferle/status/1562816315269971968https://nitter.it/RonStoeferle/status/1562816315269971968 <-- Shows the thread in a single, easy-to-read, web page
Great summary. Exactly what I was looking for!
Pozsar's writings always contain so much information I either wasn't aware of or wasn't really paying attention to.
For example, he links to this, from a few months back:
ASML CEO: Industrial conglomerate buying washing machines to rip out semiconductorshttps://www.theregister.com/2022/04/21/asm_ceo_industrial_conglomerate_buying/
https://twitter.com/RonStoeferle/status/1562816315269971968
https://nitter.it/RonStoeferle/status/1562816315269971968 <-- Shows the thread in a single, easy-to-read, web page
Great summary. Exactly what I was looking for!
Pozsar's writings always contain so much information I either wasn't aware of or wasn't really paying attention to.
For example, he links to this, from a few months back:
ASML CEO: Industrial conglomerate buying washing machines to rip out semiconductors
https://www.theregister.com/2022/04/21/asm_ceo_industrial_conglomerate_buying/