Watch the Semis for an Entry Point
The much-discussed outflow of capital from bonds has slowed during the past few sessions. Yields have fallen ever so slightly on the 10-year and 30-year Treasuries, marking not a reversal but perhaps a pause. Moves are more sustainable when they're allowed to retrace, and some backing and filling is in order.
Money that had been sprinting from long-term bonds is taking a breather, and perhaps it's time for a few sectors to do the same. I've got my eye on some individual stocks in the red-hot semiconductor sector, but as usual, I want them at my price, or not at all....358 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.
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