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TSM's largest customer is Apple, and it's second largest is Huawei.
This shutdown is starting to feel different from those that we have experienced in the past, is it not?
The firm needs to realize benefit from lower fuel prices while they can.
Do we have to run for the hills? Not necessarily.
Citigroup bats lead-off for the banks, who as a group will bat lead-off for the entire sphere of public equities.
This is the kind of reversal that happens in a bull market.