FED LIQUIDITYReserve balances, repo dynamics and front-end funding volatility back at the centre of the macro debate•
US EQUITIESMega-cap index concentration stays extreme as leadership narrows to a handful of AI-linked names•
PRECIOUS METALSGold holds near record highs as central-bank buying and fiscal deficits underpin hard-asset demand•
CHINA POLICYBeijing stimulus and balance-sheet repair remain the swing factor for global trade and EM risk•
FX & RATESDollar cyclicality and rate-cut pricing drive the G10 carry and cross-asset positioning debate•
CREDITPrivate-credit spreads and liability-management activity keep restructuring desks fully occupied•
FED LIQUIDITYReserve balances, repo dynamics and front-end funding volatility back at the centre of the macro debate•
US EQUITIESMega-cap index concentration stays extreme as leadership narrows to a handful of AI-linked names•
PRECIOUS METALSGold holds near record highs as central-bank buying and fiscal deficits underpin hard-asset demand•
CHINA POLICYBeijing stimulus and balance-sheet repair remain the swing factor for global trade and EM risk•
FX & RATESDollar cyclicality and rate-cut pricing drive the G10 carry and cross-asset positioning debate•
CREDITPrivate-credit spreads and liability-management activity keep restructuring desks fully occupied•
Directory/Topics/Semiconductors
3 Publications

Best Semiconductors Newsletters & Research Desks

3 semiconductors publications, ranked by Research Authority Score and mapped by type, asset class, niche, price and founding date.

USAnalysis

Stratechery

Analysis of the Business & Strategy of Technology

Niche · Technology platforms & strategy

Equities
$15/mo · $150/yr
2013
Visit
USAnalysis

SemiAnalysis

Semiconductors, AI Compute & Supply Chain Research

Niche · Semiconductors & AI compute supply chain

Equities
~$500/yr
2020
Visit
USAnalysis

Kakashii's Materials

AI, Semiconductors & the Magnificent 7 — Due Diligence & Red Flags

Niche · AI/semis red flags & the Mag-7 bear case

Equities
~$20/mo
2026
Visit

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