VRA Investment Update: Q2; JP Morgan Misses, Taiwan Semi Beats. Team Lockstep. "Quite Frankly" Interview.
/Good Thursday afternoon all. Yesterday's recovery move higher, on the backs of that horrendous CPI report, was intriguing. Yes, each index finished lower but “well” off of their lows as the semis actually finished up nearly 1% with internals that were only slightly negative.
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