EWT: Taiwan Has No Trigger Till Semis Recover (Archive) Semiconductor softness keeps Taiwan’s equity rally on hold, leaving EWT a watchlist candidate.
GXC And MCHI: COVID Casts Doubt On China Again (Archive) COVID’s resurgence clouds China’s reopening, leaving GXC positioned weaker than MCHI.
BKCH: Declining With No Respite (Archive) BKCH stays under pressure until crypto sentiment and central bank policy meaningfully improve.
COMT: Watching The Commodities From The Sidelines (Archive) Rangebound COMT: waiting for clearer commodity and technical breakouts before entering.
WCLD: Cloud Computing Is Not Recession-Proof (Archive) Cloud software’s growth tailwinds clash with recession risks and Fed-driven valuation headwinds.
VDY: O Canada! How Your Dividends Tempt Me So! (Archive) Bullish fundamentals, but I’m patiently waiting for technicals to align before buying VDY.
IWO: Small-Cap Growth Is Under Pressure (Archive) Small-cap growth faces sustained bearish pressure amid higher rates and recession risks.