Archive - Tematica Signals

July 14: More Tariff Turmoil, Fed Pressure

Q2 earning season kicks off but will it be overshadowed?

12 hrs ago •

and

10:15

July 13: Last Week's Thematic Signals

If you missed out on this week's signals, we've got you covered

22 hrs ago •

and

TSM 2Q 2025 Revenue Stuns, Costco Delivers, Delta Raises the Bar

But a complacent stock market is creeping back into overbought territory

Jul 10 •

and

Will Q3 2025 Guidance Feel The Brunt of Trump’s Attempt to Regain the Trade Narrative?

Samsung's Q2 profit miss, but guidance from Foxconn reinforces these two models

Jul 8 •

and

July 7: A Big, Beautiful Week? Pennsylvania Ave Visits Wall Street

This week - Big for sure, but beautiful? It could very well be for some sectors.

Jul 7 •

June 2025

June 23: How Our Models Stack Up Against the S&P 500 QTD

This week - watching Iran, June Inflation data, Powell's Testimony, Trump's Bill

Jun 23 •

and

June 22: Last Week's Thematic Signals

If you missed out on this week's signals, we've got you covered

Jun 22 •

and

June 17: From Nvidia to Axon - Stocks Fueling the Future

And a few words on thematic investing, plus a call with famed investor Peter Lynch

Jun 17 •

and

Space Economy, Nuclear Energy & Uranium, and Cybersecurity Models Lead the Way on June 16

Market Recap for June 16

Jun 17 •

and

June 16: Last Week's Thematic Signals

If you missed out on this week's signals, we've got you covered

Jun 16 •

and

June 16: Crude Spike, Volatility Vectors Continue to Shift

Light earnings this week, but there's still plenty to chew on.

Jun 16 •

and

12:46

Trade Deal Realities Bring Potential Market Headwinds

We have growing concerns about 2H 2025 earnings expectations for the market

Jun 12 •

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