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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (94544)	6/15/2025 9:11:23 PM
From: Johnny Canuck	1 Recommendation Recommended By Return to Sender Respond to 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.