FAQs 23/02/18

I was marketing in the UK recently. Here were some of the questions I was asked

Q: Is Your Call That Semiconductor Prices Are About To Fall Again A Bit Like Your $10 Oil Call In 2005? Eventually Right But A Decade Out? If So, Are Rising Semi Prices Eventually This Cycle’s Inflationary Shock?
A: More Moore’s Law Not Less.
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Q: Any New Views On Brexit?
A: Still Boring As Hell.
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Q: UK Banks?
A: About To Follow The US Rerating.
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Q: What About Your Hong Kong And China Retailers?
A: Coming Off The Pause That Refreshes.
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