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Taiwan Semiconductor

This tag is associated with 7 posts

D&D Note (7.13.2022) ~ CPI Report is Hotter than Expected with Inflation Rising 9.1% in June ~ #stockmarket

D&D Note (7.13.2022) ~ CPI Report is Hotter than Expected with Inflation Rising 9.1% in June ~ The CPI Report on Inflation came out this morning higher-than-expected at 9.1% compared to estimates of 8.8%. This was the fastest pace for inflation since November 1981. After the spike in gasoline and rents last month it is … Continue reading

D&D Note (5.27.2022) ~ Stocks Continue to Rise with Inflation Showing Deceleration ~ #stockmarket

D&D Note (5.27.2022) ~ Stocks Continue to Rise with Inflation Showing Deceleration ~ The markets biggest worry right now is inflation, so when we got a positive read in todays report stocks took off to rally. But is this just an oversold bounce with month end rebalancing? The Core Personal Consumption Expenditures Price Index rose … Continue reading

D&D Note (7.27.2020) ~ Stocks Rise And Gold Hits Intraday All Time High ~ #StockMarket #Gold

D&D Note (7.27.2020) ~ Stocks Rise And Gold Hits Intraday All Time High ~ Stocks rose today being led by tech stocks. Apple gained 2.68% and Taiwan Semiconductor continued its climb up 14.48% today. With the move today in TSM our position has now moved ahead of Amazon as our 2nd largest holding. The big … Continue reading

D&D Note (7.6.2020) ~ Global Rally Carries Over Into US Trading Pushing Up Markets & Tech Stocks ~ #StockMarket #MSCI

D&D Note (7.6.2020) ~ Global Rally Carries Over Into US Trading Pushing Up Markets & Tech Stocks ~ The MSCI gained 2.59% led by major buying in the Chinese markets, some would even say panic buying on China based ETFs with the biggest gain since 2009. The global market rally carried over into the US … Continue reading

D&D Note (5.13.2020) ~ Disconnected Market With Highest Valuations in 18 Years Yet Falling Profits ~ #StockMarket #Valuations

D&D Note (5.13.2020) ~ Disconnected Market With Highest Valuations in 18 Years Yet Falling Profits ~ The market is clearly overpriced with current valuations the highest in 18 years even though we know corporate profits still face further decline. Billionaire investor David Tepper today called this market the second-most overvalued market in his lifetime since … Continue reading

D&D Note (6.5.2018) ~ Apple Closes In On One Trillion Dollar Valuation ~ #StockMarket #Apple

D&D Note (6.5.2018) ~ Apple Closes In On One Trillion Dollar Valuation ~ The world’s most valuable company Apple is only about 5% away from being the first company to hit a One Trillion Dollar valuation. With its transition from a hardware company to a services company it might have a lot more room to … Continue reading

D&D Note (4.19.2018) ~ Taiwan Semi Report Sends Chips Crashing ~ #StockMarket #Semiconductors

D&D Note (4.19.2018) ~ Taiwan Semi Report Sends Chips Crashing ~ The Taiwan Semiconductor report sent chip stocks crashing today after TSM guided down sighting weak high end smartphone demand. Investors all saw that as pointing to week iPhone X sales. That sent Apple and the supply chain all down as well today. TSM fell … Continue reading