PhonlamaiPhoto/iStock via Getty Images In TSMC’s (TSM) Q1 2022 earnings call, CEO C. C. Wei remarked: “we see this kind of tool delivery problem unexpectedly from beginning of this year. And we are working very […]
Instants/E+ via Getty Images Dear Investor, The first quarter of 2022 could be described as “all hell breaking loose” as inflation skyrocketed and war broke out in Europe. The stock market actually held up pretty […]
Just_Super/iStock via Getty Images Thesis Now is an interesting and challenging time for investors. Equity valuation is near a historical record high and inflation is enough to make real treasury rates negative. To top it […]
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