In this True Vine Letter I shake things up a bit with my recent review of The MIning Investor’s Handbook by Robin Bromby. It was my first book review and I thoroughly enjoyed it.
I recently went on the Seeking Alpha Marketplace Roundtable Podcast to discuss my investing approach and opportunities with industrial metals and miners.
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.
This educational Letter helps investors understand the basics of bonds and places extra focus on explaining why bond prices and yields move in opposite directions.