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Technology Stocks : Semi Equipment Analysis
SOXX 299.81+2.7%Dec 19 4:00 PM EST
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To: Return to Sender who wrote (86238)1/8/2021 1:49:04 PM
From: The Ox1 Recommendation  Read Replies (1) of 95616
 
Yes, as we know inflation is a good but lagging indicator. Hard to balance rising commodity prices with the possibility for a lack of demand, if the pandemic's course runs longer than is currently expected.

Short term, anything goes and it doesn't matter if I think a pause should be forthcoming or not!!<g>

Longer term, unless we suddenly see demand for semis fall off a cliff, the industry looks very strong.
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