Don't forget to dig down into specific company fundamentals. electronics purveyors cut production two months ago because of inventory not moving out of warehouses because retailers were not selling. This is just one example but the supply chain goes all the way back to basic materials such as silicon (sand)...
Don't forget to dig down into specific company fundamentals. electronics purveyors cut production two months ago because of inventory not moving out of warehouses because retailers were not selling. This is just one example but the supply chain goes all the way back to basic materials such as silicon (sand)...