Market Watch Archive

From 2001 through 2006, Financia Capital’s Stephen Brennan authored the monthly Market Watch column in Semiconductor Magazine.

Please click here to read a special Market Watch postscript by Stephen Brennan, "A Case for Deflation" (June 2007).

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2006

• March 2006 - Chips & Dips
• February 2006 - A Mixed Bag
• January 2006 - The 2006 Rally and 2007 Crash

2005

• December 2005 - Ready To Run
• November 2005 - After The Storm
• October 2005 - The Law of Relativity for Stocks
• September 2005 - The Bond Bubble II
• August 2005 - Half-Time Adjustments
• July 2005 - Dragon by the Tail
• June 2005 - About the Timing
• May 2005 - The Contrarian Case
• April 2005 - Show Me the Money
• March 2005 - The Innovation Era
• February 2005 - Information Vs. Noise
• January 2005 - Getting Ahead of the Crowd

2004

• December 2004 - Just Getting Started
• November 2004 - Two for the Road
• October 2004 - Whipsawed
• September 2004 - Nightmare on Main Street
• August 2004 - Logic Disconnect
• July 2004 - The Rise and Fall of Tech
• June 2004 - Fighting the Fed
• May 2004 - Another Hurrah for Tech
• April 2004 - Picking Stocks
• March 2004 - Unintended Consequences
• February 2004 - The Good, The Bad, The Lucky
• January 2004 - Something Old, Something New

2003

• December 2003 - Curves Ahead
• November 2003 - Size Matters, And So Do Values
• October 2003 - The Sun Also Rises
• September 2003 - Surprising on the Upside
• August 2003 - The Outcast Portfolio
• July 2003 - The Bond Bubble
• June 2003 - A Silent Stampede
• May 2003 - A Tale of Two Economies
• April 2003 - The Flip Side
• March 2003 - Don't Worry Now, Worry Later
• February 2003 - Learn or be Doomed
• January 2003 - Year of the Bull

2002

• December 2002 - The Economy's Linchpin
• November 2002 - Waiting for a Spark
• October 2002 - Does October Hold a Surprise?
• September 2002 - Climbing a Wall of Worry
• August 2002 - Go Long in Second Half
• July 2002 - Technology: A Two-edged Sword
• June 2002 - Beware Bear Rallies
• May 2002 - Semiconductor Stocks Rising?
• April 2002 - The Enron Effect
• March 2002 - Reality Check on Predictions
• February 2002 - Taiwan and China: Rivals or Partners in IC Production?
• January 2002 - Using SOX to Measure Industry Performance

2001

• December 2001 - The Shape of Things to Come
• November 2001 - Can We See the Light at the End of the Tunnel?
• October 2001 - Keeping an Eye On Those Leading Indicators