It pleases me that Siltronics (WAF GY) is now also confirming the break out in SUMCO. I always prefer to invest in industries where all players are moving the same way...
Bond markets are responding to fiscal policy. For the first time in 3 years, Swiss and US bond yields are diverging. This should be bullish for Swiss Franc
Sold 100%
Just going to focus on short ideas in Slice from now on