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Recent Signals and Tematica Model Confirmation Points
Examining recent targeted exposure model confirmation points
Aug 14
5
Model Factsheet Update [July]
For paid subscribers, here are the latest performance and valuation updates on the suite of Tematica Select Models
Aug 3
Recent Signals and Tematica Model Confirmation Points
Examining recent targeted exposure model confirmation points
Jul 23
4
Model Factsheet Update [June]
For paid subscribers, here are the latest performance and valuation updates on the suite of Tematica Select Models
Jul 2
2
1
Recent Signals and Tematica Model Confirmation Points
Examining recent targeted exposure model confirmation points
Jun 27
7
3
Latest
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Discussions
Micron's $100B Supply Deals, "Irrational Exuberance" & the Market's Next Move
Bank stress tests, dividend increases and looking through the May PCE Price Index data
Jun 26
5
2
Micron Gets the Nod from Barron's Not Once but Twice
ING economist Min Joo Kang argued on Monday that the memory-chip boom should keep going at least into next year.
Jun 22
4
2
12:12
Chatting EPS Diplomats and Fed Chair Warsh's Debut
Some thoughts on SpaceX, and why 2H 2026 margins and EPS growth should be on investor minds.
Published on Tematica EPS Diplomats
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•
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Jun 20
CORRECTION: Exciting News and More Tematica Model Confirmation Points
Examining recent targeted exposure model confirmation points
Jun 19
4
1
Exciting News and More Tematica Model Confirmation Points
Examining recent targeted exposure model confirmation points
Jun 17
4
4
Chatting EPS Diplomats and Fed Chair Warsh's Debut
Some thoughts on SpaceX, and why 2H 2026 margins and EPS growth should be on investor minds.
Jun 15
3
3
Recent Signals and Tematica Model Confirmation Points
Examining recent targeted exposure model confirmation points
Jun 14
10
7
Here Come SpaceX Shares... Now What?
Waiting for a new Fed Chair and his imprint on monetary policy
Jun 12
4
1
Apple's AI Stumble? What WWDC Really Means for AAPL Stock
Let's get ready for the May CPI and PPI reports
Jun 9
9
1
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