U.S. & Japan: at the core of computing and sensing U.S. companies account for 36% of the market. Their primary activities are in analog, memory, and high-end SoCs solutions. Nvidia, AMD, and Qualcomm ...

"The corollary of rising long-term rates is a shockingly fast swing from equity 'cheapness' to unusual expensiveness. Goodbye to the post-global financial crisis TINA [there is no alternative] world ...