The Future of Semis, Banks & Cows

Check out the accompanying pdf and chart collection. (1) Wind in semi sales’ sails. (2) Analysts forecast semiconductor earnings rebound in 2021. (3) Shares have priced in lots of good news. (4) Q2 bank loan loss reserves may have peaked if Covid-19 cases plateau. (5) Low interest rates and less net interest income weigh on bank earnings. (6) Revenues from capital markets trading and underwriting save the day. (7) Old MacDonald had … factory-grown protein molecules? (8) Fans tout the environmental benefits of returning pastures to Mother Nature. (9) Impossible Foods’ secret sauce: genetically altered yeast.