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Client Update Letter - January 2020

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In this Client Update Letter I (1) explain why I reversed course and jumped on Santa’s sleigh before he ran me over, (2) cover some stocks in your portfolios and the related opportunities I see, and (3) share some unique perspective on the coming decade.

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Overview of the Semiconductor Capital Equipment Industry

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In this Letter, an excerpt from the Premium Edition, I provide an overview of the semiconductor capital equipment industry. Semi-caps produce the equipment used to create the building blocks of the new technologies we use every day.