Demand is being destroyed on a very large scale.
The US Dollar- The best looking horse in the glue factory
This too shall pass.
The US Dollar- The best looking horse in the glue factory
This too shall pass.
When the bottom falls out, the impact can be both real and psychological...it can be both cyclical & generational...Do pre‐crisis assumptions still hold?
We are bullish on stocks... semicaps should lead recovery
Moore’s Law doesn’t apply in analog and it hasn’t hurt prosperity.
I am very optimistic about where we are going.
Things will get worse, could get a lot worse
Start each day with a smile and get it over with.
You can’t save your way out of a recession, you have to invest out of it.
The semiconductor suicide hot line is open.
Demand is only deferred, not destroyed.
Do not let a crisis go unused. This is our moment!
The economy accelerates trends.
Option #1: Wait around for the next “killer” app.
Option #2: Create the tools to enable innovation.
Real men build power plants
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