Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 305.47

+3.1%

Nov 5 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

Recommended by:

Return to Sender

To: Return to Sender who wrote (94544)	6/15/2025 9:11:23 PM
From: Johnny Canuck	1 Recommendation of 95368

The elements are there for a major correction, maybe even a 2000 dot.com correction that takes 2 years to playout, but the central banks have been pretty good at intervening to kick the after effects down the road. We have not had a traditional 7 years cycle since the early 2000s. I think the short term calls are easier to make and the central banks are less likely to intervene if the pullbacks are shallow. That being said the US bond market will probably be the trigger. It looks like the Trump administration is trying to devalue the dollar. If it gets out of control and spills into the bond market where traders want a premium to hold US debt, then that could get out of control easily. The Japanese carry trade is an example of what could happen. The only saving grace is pretty much every central bank and country is in the same boat. High debt to GDP is the norm. It becomes about relative safety in a world where ever country is over leveraged.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next