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Tematica Select Model Suite Midday Update (Sept-9-2025)
A quick hit on the day.
Sep 9
•
Mark Abssy
and
Chris Versace
3:45
Last Week's Signals Today
Examining recent targeted exposure model confirmation points
Sep 8
•
Mark Abssy
and
Chris Versace
2
Tematica Select Model Suite Midday Update
A quick hit on the day.
Sep 4
•
Mark Abssy
and
Chris Versace
2:42
Tematica Select Model Suite - August
A busy month provided some clear leadership across the suite as well as some collateral damage in some recently strong strategies.
Sep 3
•
Mark Abssy
and
Chris Versace
2
9:12
How This Week's Data Deluge Could Impact a Fed Decision
Plus a rash of signals for our thematic and targeted exposure model
Sep 2
•
Chris Versace
and
Mark Abssy
1
4:11
August 2025
Gone fishing... See you after Labor Day!
Enjoy the rest of your August, and we’ll do the same.
Aug 21
•
Chris Versace
2
Last Week's Signals Today
Examining recent targeted exposure model confirmation points
Aug 18
•
Mark Abssy
and
Chris Versace
1
A 🔥July PPI Report, But How About Those AI and Digital Infrastructure Model Signals
We've also got some signals for two other models as well
Aug 14
•
Mark Abssy
and
Chris Versace
1
5:02
Why Is The Market Ignoring the July Core CPI Print
Two earnings reports to watch for our AI and Digital Infrastructure models
Aug 12
•
Mark Abssy
and
Chris Versace
1
3:18
Last Week's Signals Today
Examining recent targeted exposure model confirmation points
Aug 11
•
Mark Abssy
and
Chris Versace
The Age of Tariffs is Upon Us
Still a lot of "unknown unknowns" but markets are moving upwards and onwards.
Aug 10
•
Mark Abssy
and
Chris Versace
15:03
Exemption Relief Over Trump Chip Tariffs Continues the Market Climb
Earnings on deck we're watching for our targeted exposure models
Aug 7
•
Mark Abssy
and
Chris Versace
3
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