EPISODE · Apr 10, 2023 · 16 MIN
The Chip Cycle & Short Exposure | April 10, 2023 - Daily Market Briefing
from The Morning Market Briefing · host Narwhal Capital Management
Ben and Tom discuss the microchip cycle as Samsung is first to announce a reduction in chip production. This comes in light of a massive shortage taking place during/following COVID and WFH ramping up the need, so this is a likely indicator of what's to come in the tech space (at least from a consumer standpoint). Since March, the short exposure on the S&P has been slowly increasing, and it's now at it's highest point since August of last year.For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures:https://www.narwhalcapital.com/disclosure
What this episode covers
Ben and Tom discuss the microchip cycle as Samsung is first to announce a reduction in chip production. This comes in light of a massive shortage taking place during/following COVID and WFH ramping up the need, so this is a likely indicator of what's to come in the tech space (at least from a consumer standpoint). Since March, the short exposure on the S&P has been slowly increasing, and it's now at it's highest point since August of last year.For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures:https://www.narwhalcapital.com/disclosure
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The Chip Cycle & Short Exposure | April 10, 2023 - Daily Market Briefing
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