Shortage 10% of the global semiconductors demand comes from the automotive industry. The onset of the current chip shortage lies in covid-induced global shutdowns. The shutdown led to a drastic reduction in global demand for semiconductors. But rather unanticipated, demand for chips recovered in Q3/20 as consumers increased their use and purchase of electronics, especially […]
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It is now 2021… and no matter who you are, you’ve probably heard about “Bitcoins” somewhere at some point in recent years, whether from a friend/family, the media (most common), your co-worker, or Bob the-always-half-naked-dude down the block. Yet despite how ubiquitously “bitcoin” seems to be plastered everywhere, most people still couldn’t really wrap their […]
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Commodities supercycles are decades long periods in which certain commodities experience price appreciation at paces and magnitudes greater than those experienced in other periods of typical up and downswings. A few instances of commodities supercycles in recent history include the era of 1910s (in which rapid urbanization of the US drove demand for various commodities), […]
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Arconic Inc. is a company that I’ve been following and am invested in since Oct 2020. It spun off of Howmet in Apr 2020 and is a manufacturer of aluminum sheet rolled products used in ground transportation, industrial packaging, and building construction. The stock languished since November 2020 and still trades at a relatively sizable […]
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