Daily Alpha · Substack
· Premarket Alpha · by Buzzberg Research
Rooster asked whether SK Hynix has bottomed, and Capital Flows called interest-rate risk the main dynamic to manage into FOMC.
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Substack - Rooster Global Portfolio Mastery Club
Rooster asks whether SK Hynix has bottomed and says a bottom would be positive for semis
The argument is conditional: a bottom in SK Hynix would be a positive signal for the semiconductor sector.
The framing is explicitly conditional, not an unconditional bullish recommendation on SK Hynix or semis.
Watch Whether SK Hynix forms a bottom.
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full text
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Substack - Capital Flows
Capital Flows says passive central banks make interest-rate risk the main dynamic to manage into FOMC
The newsletter focuses on global interest rates, FX flows and macro liquidity, and says uncertainty in the system is only going to increase.
It puts interest-rate risk at the center of the period into the FOMC.
Watch The FOMC meeting.
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public excerpt
386 chars read