Holger Zschaepitz(@Schuldensuehner):My favourite chart from Goldman’s Mark Wilson’s latest Weekly Mash: Micron’s gross margins. Post-GFC consolidation has turned one of the market’s most cyclical industries into a business-school case study – margins have now hit 85%. The catch? Even better cyclicals are still cyclicals.

Holger Zschaepitz

@Schuldensuehner

Holger Zschäpitz is market maniac @Welt and Author of 'Schulden ohne Sühne?' a book on states' addiction to debt. Pics:

参加 May 2009

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Holger Zschaepitz@Schuldensuehner

2026.06.27 00:16

My favourite chart from Goldman’s Mark Wilson’s latest Weekly Mash: Micron’s gross margins. Post-GFC consolidation has turned one of the market’s most cyclical industries into a business-school case study – margins have now hit 85%. The catch? Even better cyclicals are still cyclicals.