Why this fundie doesn’t fear the Fed

We are seeing a huge opportunity in memory chips, specifically what’s known as DRAM.

Demand for DRAM has fallen in 2022 and all the main players have been quick to adjust their capital expenditure plans, and thus supply plans, for next year. Memory pricing is likely going to be tough for a couple of quarters, but the market being balanced is visible on the horizon. We expect the market to then begin to tighten up quickly, as the memory chip cycle is typically very fast, and supply takes 12-18 months to respond.We are steering clear of companies with poor balance sheets.

We’ve had experience launching funds in periods of heightened volatility. Firetrail launched our Australian small companies fund on 20th February 2020, which was the peak of the market before the sharp COVID-19 crash.

Does he has some sort of head trauma?

Australia Latest News, Australia Headlines

Similar News:You can also read news stories similar to this one that we have collected from other news sources.

Want to own James Bond's iconic Aston Martin DB5? You'll need around $2 millionFrom an Aston Martin DB5 stunt car to costumes worn by actor Daniel Craig in the movie No Time to Die, an array of James Bond props and memorabilia is being offered at a charity auction soon as the film franchise celebrates 60 years. Cashing in before the next Bond flops for being woke , wise move
Source: SBSNews - 🏆 3. / 89 Read more »

Pakistan v England: fifth men’s T20 cricket international – liveOver-by-over report: Who will forge ahead in what is already a classic series? Join James Wallace to find out
Source: GuardianAus - 🏆 1. / 98 Read more »

Superyacht operator charged with manslaughter over diver's death near cocaine haulJames 'Jimmy' Blee has been charged with manslaughter over the death of a scuba diver who was found in Newcastle Harbour surrounded by $20 million worth of cocaine. 9News
Source: 9NewsSyd - 🏆 23. / 51 Read more »

Superyacht operator charged with manslaughter over diver's death near cocaine haulJames "Jimmy" Blee, 62, was initially arrested attempting to board a flight to Singapore in May, after the diver was found next to a $20 million cocaine haul.
Source: 9NewsAUS - 🏆 10. / 72 Read more »

Superyacht operator charged with manslaughter over drug diver deathJames Blee is accused of being responsible for the death of a Brazilian diver who allegedly drowned while attempting to retrieve 54 kilograms of cocaine from a ship.
Source: brisbanetimes - 🏆 13. / 67 Read more »