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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (4208)	7/26/2016 2:57:52 PM
From: Kirk ©	Respond to of 26503

80% cash for EVERYTHING? or just your trading account? So I'm sitting with 80 % cash and now playing Cohu @ 2.6% Brks at 4.4 % and CY at 6.0 + %.. Thanks for sharing. BTW, Do you benchmark yourself against just buy and hold say 60% in SPY or VTI and 40% in Total Bond or cash earning interest? I see so many traders advertising this or that service... one E-Waver on Seeking Alpha is getting a HUGE monthly fee for what he says are 3,000 subscribers and yet he won't publish a simple record of how starting with $10K of real money and just traded with SPY does vs buy and hold.... If he has 3,000 people picking patterns out of clouds (my interpretation of most ewave) and you are bound to get 10 or 20 who do really well and write rave reviews with how they trade the daily, hourly or even more updates.... The model has worked to keep Cramer on TV and selling subscriptions even though I have hard evidence his portfolio under performed the buy and hold....

To: robert b furman who wrote (4208)	8/3/2016 11:20:15 AM
From: Kirk ©	Read Replies (1) \| Respond to of 26503

Global Semiconductor Sales Increase in Second QuarterQ2 SALES UP 1 PERCENT FROM PREVIOUS QUARTER, DOWN 6 PERCENT COMPARED TO Q2 OF LAST YEAR Published Tuesday, August 2, 2016 8:00 am by Dan Rosso Excerpt from my next Newsletter: WASHINGTON—Aug. 2, 2016—The Semiconductor Industry Association (SIA), representing U.S. leadership in semiconductor manufacturing, design, and research, today announced worldwide sales of semiconductors reached $79.1 billion during the second quarter of 2016, an increase of 1.0 percent over the previous quarter and a decrease of 5.8 percent compared to the second quarter of 2015. Global sales for the month of June 2016 reached $26.4 billion, an uptick of 1.1 percent over last month’s total of $26.1 billion, but down 5.8 percent from the June 2015 total of $28.0 billion. Cumulatively, year-to-date sales during the first half of 2016 were 5.8 percent lower than they were at the same point in 2015. All monthly sales numbers are compiled by the World Semiconductor Trade Statistics (WSTS) organization and represent a three-month moving average. “Global semiconductor sales increased slightly from Q1 to Q2 but remain behind the pace from last year, due largely to global economic uncertainty and sluggish demand,” said John Neuffer, president and CEO, Semiconductor Industry Association. “Sales into Japan and China have been a bright spot midway through 2016, and a modest rebound in sales is projected during the second half of the year.” Regionally, sales increased compared to June 2015 in China (1.7 percent), but fell in Asia Pacific/All Other (-11.0 percent), the Americas (-10.8 percent), Europe (-5.5 percent), and Japan (-1.3 percent). Sales were up slightly compared to last month in the Americas (3.0 percent), China (2.2 percent) and Europe (1.7 percent), but down somewhat in Japan (-1.0 percent) and Asia Pacific/All Other (-0.6 percent). To find out how to purchase the WSTS Subscription Package, which includes comprehensive monthly semiconductor sales data and detailed WSTS Forecasts, please visit semiconductors.org. June 2016 chart and graph