Recent Thematic Signals

Just in case you missed a recent communique:

• Government Shutdown or no Government Shutdown?

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The Strategies Behind Our Thematic Models

• Aging of the Population - Capturing the demographic wave of the aging population and the changing demands it brings with it.

• Artificial Intelligence – Software, chips, and related companies that facilitate the collection and analysis of large data sets and autonomous generation of solutions given non-machine language prompts.

• Cash Strapped Consumers - Companies poised to benefit as consumers stretch the disposable spending dollars they do have.

• CHIPs Act – Capturing the reshoring of the US semiconductor industry and the $52.7 billion poised to be spent on semiconductor manufacturing.

• Cloud Computing – Companies that provide hardware and services that enhance the cloud computing experience for users, such as co-location, security, and edge computing.

• Core Holdings – Companies that reflect economic activity and are large enough to not get pushed around by day-to-day market trends. Low-beta, large-cap names able to better withstand economic turmoil.

• Cybersecurity - Companies that focus on protecting against the penetration of digital networks and the theft, ransom, corruption, or destruction of data.

• Data Privacy & Digital Identity - Companies providing the tools and services that verify authorized users and safeguard personal data privacy.

• Digital Infrastructure & Connectivity - Companies that are integral to the development and the buildout of the infrastructure that supports our increasingly connected world.

• Digital Lifestyle - The companies behind our increasingly connected lives.

• Digital Payments - Companies benefitting from the accelerating structural adoption of digital payments and financial technology (FinTech).

• EPS Diplomats - Profitable large capitalization companies proven to produce above-average EPS growth and provide investors with the benefit of multiple expansion.

• EV Transition - Capturing the transition to EVs and related infrastructure from combustion engine vehicles.

• Guilty Pleasure – Companies that produce/provide food and drink products that consumers tend to enjoy regardless of the economic environment and potential long-term health hazards associated with excessive consumption.

• Homebuilding & Materials – Ranging from homebuilders to key building product companies that serve the housing market, this model looks to capture the rising demand for housing, one that should benefit as the Fed returns monetary policy to more normalized levels.

• Market Hedge Model – This basket of daily reset swap-based broad market inverse ETFs protects in the face of market pullbacks, overbought market technicals, and other drivers of market volatility.

• Nuclear Energy & Uranium – Companies that either build and maintain nuclear power plants or are involved in the production of uranium.

• Luxury Buying Boom - Tapping into aspirational buying and affluent buyers amid rising global wealth.

• Rebuilding America - Turning the focused spending on rebuilding US infrastructure into revenue and profits.

• Safety & Security – Targeted exposure to companies that provide goods and services primarily to the Defense and security sectors of the economy.

• Space Economy – Companies that focus on the launch and operation of satellite networks.

The Strategies Behind Our Dividend Income Models

• Monthly Dividend Model – Pretty much what the name indicates – this model invests in companies that pay monthly dividends to shareholders.

• ETF Dividend Model – High-yielding ETFs that provide a range of exposures from domestic equities, international equities, emerging market equities, MLPS, and REITs.

• ETF Enhanced Dividend Model – A group of high-yielding ETFs that utilize options to enhance yield through collecting option income.

Don’t be a stranger

Thanks for reading and if you have a suggestion for an article or book we should read, or a stream we should catch, email us at info@tematicaresearch.com. The same email works if you want to know more about our thematic and targeted exposure models listed above.

Recent Thematic Signals

Just in case you missed a recent communique:

• September Flash PMI and Powell Take The Stage

The Strategies Behind Our Thematic Models

• Aging of the Population - Capturing the demographic wave of the aging population and the changing demands it brings with it.

• Artificial Intelligence – Software, chips, and related companies that facilitate the collection and analysis of large data sets and autonomous generation of solutions given non-machine language prompts.

• Cash Strapped Consumers - Companies poised to benefit as consumers stretch the disposable spending dollars they do have.

• CHIPs Act – Capturing the reshoring of the US semiconductor industry and the $52.7 billion poised to be spent on semiconductor manufacturing.

• Cloud Computing – Companies that provide hardware and services that enhance the cloud computing experience for users, such as co-location, security, and edge computing.

• Core Holdings – Companies that reflect economic activity and are large enough to not get pushed around by day-to-day market trends. Low-beta, large-cap names able to better withstand economic turmoil.

• Cybersecurity - Companies that focus on protecting against the penetration of digital networks and the theft, ransom, corruption, or destruction of data.

• Data Privacy & Digital Identity - Companies providing the tools and services that verify authorized users and safeguard personal data privacy.

• Digital Infrastructure & Connectivity - Companies that are integral to the development and the buildout of the infrastructure that supports our increasingly connected world.

• Digital Lifestyle - The companies behind our increasingly connected lives.

• Digital Payments - Companies benefitting from the accelerating structural adoption of digital payments and financial technology (FinTech).

• EPS Diplomats - Profitable large capitalization companies proven to produce above-average EPS growth and provide investors with the benefit of multiple expansion.

• EV Transition - Capturing the transition to EVs and related infrastructure from combustion engine vehicles.

• Guilty Pleasure – Companies that produce/provide food and drink products that consumers tend to enjoy regardless of the economic environment and potential long-term health hazards associated with excessive consumption.

• Homebuilding & Materials – Ranging from homebuilders to key building product companies that serve the housing market, this model looks to capture the rising demand for housing, one that should benefit as the Fed returns monetary policy to more normalized levels.

• Market Hedge Model – This basket of daily reset swap-based broad market inverse ETFs protects in the face of market pullbacks, overbought market technicals, and other drivers of market volatility.

• Nuclear Energy & Uranium – Companies that either build and maintain nuclear power plants or are involved in the production of uranium.

• Luxury Buying Boom - Tapping into aspirational buying and affluent buyers amid rising global wealth.

• Rebuilding America - Turning the focused spending on rebuilding US infrastructure into revenue and profits.

• Safety & Security – Targeted exposure to companies that provide goods and services primarily to the Defense and security sectors of the economy.

• Space Economy – Companies that focus on the launch and operation of satellite networks.

The Strategies Behind Our Dividend Income Models

• Monthly Dividend Model – Pretty much what the name indicates – this model invests in companies that pay monthly dividends to shareholders.

• ETF Dividend Model – High-yielding ETFs that provide a range of exposures from domestic equities, international equities, emerging market equities, MLPS, and REITs.

• ETF Enhanced Dividend Model – A group of high-yielding ETFs that utilize options to enhance yield through collecting option income.

Don’t be a stranger

Thanks for reading and if you have a suggestion for an article or book we should read, or a stream we should catch, email us at info@tematicaresearch.com. The same email works if you want to know more about our thematic and targeted exposure models listed above.

Recent Thematic Signals

Just in case you missed a recent communique:

• Last Week’s Signals Today

The Strategies Behind Our Thematic Models

• Aging of the Population - Capturing the demographic wave of the aging population and the changing demands it brings with it.

• Artificial Intelligence – Software, chips, and related companies that facilitate the collection and analysis of large data sets and autonomous generation of solutions given non-machine language prompts.

• Cash Strapped Consumers - Companies poised to benefit as consumers stretch the disposable spending dollars they do have.

• CHIPs Act – Capturing the reshoring of the US semiconductor industry and the $52.7 billion poised to be spent on semiconductor manufacturing.

• Cloud Computing – Companies that provide hardware and services that enhance the cloud computing experience for users, such as co-location, security, and edge computing.

• Core Holdings – Companies that reflect economic activity and are large enough to not get pushed around by day-to-day market trends. Low-beta, large-cap names able to better withstand economic turmoil.

• Cybersecurity - Companies that focus on protecting against the penetration of digital networks and the theft, ransom, corruption, or destruction of data.

• Data Privacy & Digital Identity - Companies providing the tools and services that verify authorized users and safeguard personal data privacy.

• Digital Infrastructure & Connectivity - Companies that are integral to the development and the buildout of the infrastructure that supports our increasingly connected world.

• Digital Lifestyle - The companies behind our increasingly connected lives.

• Digital Payments - Companies benefitting from the accelerating structural adoption of digital payments and financial technology (FinTech).

• EPS Diplomats - Profitable large capitalization companies proven to produce above-average EPS growth and provide investors with the benefit of multiple expansion.

• EV Transition - Capturing the transition to EVs and related infrastructure from combustion engine vehicles.

• Guilty Pleasure – Companies that produce/provide food and drink products that consumers tend to enjoy regardless of the economic environment and potential long-term health hazards associated with excessive consumption.

• Homebuilding & Materials – Ranging from homebuilders to key building product companies that serve the housing market, this model looks to capture the rising demand for housing, one that should benefit as the Fed returns monetary policy to more normalized levels.

• Market Hedge Model – This basket of daily reset swap-based broad market inverse ETFs protects in the face of market pullbacks, overbought market technicals, and other drivers of market volatility.

• Nuclear Energy & Uranium – Companies that either build and maintain nuclear power plants or are involved in the production of uranium.

• Luxury Buying Boom - Tapping into aspirational buying and affluent buyers amid rising global wealth.

• Rebuilding America - Turning the focused spending on rebuilding US infrastructure into revenue and profits.

• Safety & Security – Targeted exposure to companies that provide goods and services primarily to the Defense and security sectors of the economy.

• Space Economy – Companies that focus on the launch and operation of satellite networks.

The Strategies Behind Our Dividend Income Models

• Monthly Dividend Model – Pretty much what the name indicates – this model invests in companies that pay monthly dividends to shareholders.

• ETF Dividend Model – High-yielding ETFs that provide a range of exposures from domestic equities, international equities, emerging market equities, MLPS, and REITs.

• ETF Enhanced Dividend Model – A group of high-yielding ETFs that utilize options to enhance yield through collecting option income.

Don’t be a stranger

Thanks for reading and if you have a suggestion for an article or book we should read, or a stream we should catch, email us at info@tematicaresearch.com. The same email works if you want to know more about our thematic and targeted exposure models listed above.

Recent Thematic Signals

Just in case you missed a recent communique:

• Last Week’s Signals Today

The Strategies Behind Our Thematic Models

• Aging of the Population - Capturing the demographic wave of the aging population and the changing demands it brings with it.

• Artificial Intelligence – Software, chips, and related companies that facilitate the collection and analysis of large data sets and autonomous generation of solutions given non-machine language prompts.

• Cash Strapped Consumers - Companies poised to benefit as consumers stretch the disposable spending dollars they do have.

• CHIPs Act – Capturing the reshoring of the US semiconductor industry and the $52.7 billion poised to be spent on semiconductor manufacturing.

• Cloud Computing – Companies that provide hardware and services that enhance the cloud computing experience for users, such as co-location, security, and edge computing.

• Core Holdings – Companies that reflect economic activity and are large enough to not get pushed around by day-to-day market trends. Low-beta, large-cap names able to better withstand economic turmoil.

• Cybersecurity - Companies that focus on protecting against the penetration of digital networks and the theft, ransom, corruption, or destruction of data.

• Data Privacy & Digital Identity - Companies providing the tools and services that verify authorized users and safeguard personal data privacy.

• Digital Infrastructure & Connectivity - Companies that are integral to the development and the buildout of the infrastructure that supports our increasingly connected world.

• Digital Lifestyle - The companies behind our increasingly connected lives.

• Digital Payments - Companies benefitting from the accelerating structural adoption of digital payments and financial technology (FinTech).

• EPS Diplomats - Profitable large capitalization companies proven to produce above-average EPS growth and provide investors with the benefit of multiple expansion.

• EV Transition - Capturing the transition to EVs and related infrastructure from combustion engine vehicles.

• Guilty Pleasure – Companies that produce/provide food and drink products that consumers tend to enjoy regardless of the economic environment and potential long-term health hazards associated with excessive consumption.

• Homebuilding & Materials – Ranging from homebuilders to key building product companies that serve the housing market, this model looks to capture the rising demand for housing, one that should benefit as the Fed returns monetary policy to more normalized levels.

• Market Hedge Model – This basket of daily reset swap-based broad market inverse ETFs protects in the face of market pullbacks, overbought market technicals, and other drivers of market volatility.

• Nuclear Energy & Uranium – Companies that either build and maintain nuclear power plants or are involved in the production of uranium.

• Luxury Buying Boom - Tapping into aspirational buying and affluent buyers amid rising global wealth.

• Rebuilding America - Turning the focused spending on rebuilding US infrastructure into revenue and profits.

• Safety & Security – Targeted exposure to companies that provide goods and services primarily to the Defense and security sectors of the economy.

• Space Economy – Companies that focus on the launch and operation of satellite networks.

The Strategies Behind Our Dividend Income Models

• Monthly Dividend Model – Pretty much what the name indicates – this model invests in companies that pay monthly dividends to shareholders.

• ETF Dividend Model – High-yielding ETFs that provide a range of exposures from domestic equities, international equities, emerging market equities, MLPS, and REITs.

• ETF Enhanced Dividend Model – A group of high-yielding ETFs that utilize options to enhance yield through collecting option income.

Don’t be a stranger

Thanks for reading and if you have a suggestion for an article or book we should read, or a stream we should catch, email us at info@tematicaresearch.com. The same email works if you want to know more about our thematic and targeted exposure models listed above.

Recent Thematic Signals

Just in case you missed a recent communique:

• Tematica Model Suite Recap - August

• How This Week’s Data Deluge Could Impact a Fed Rate Decision

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The Strategies Behind Our Thematic Models

• Aging of the Population - Capturing the demographic wave of the aging population and the changing demands it brings with it.

• Artificial Intelligence – Software, chips, and related companies that facilitate the collection and analysis of large data sets and autonomous generation of solutions given non-machine language prompts.

• Cash Strapped Consumers - Companies poised to benefit as consumers stretch the disposable spending dollars they do have.

• CHIPs Act – Capturing the reshoring of the US semiconductor industry and the $52.7 billion poised to be spent on semiconductor manufacturing.

• Cloud Computing – Companies that provide hardware and services that enhance the cloud computing experience for users, such as co-location, security, and edge computing.

• Core Holdings – Companies that reflect economic activity and are large enough to not get pushed around by day-to-day market trends. Low-beta, large-cap names able to better withstand economic turmoil.

• Cybersecurity - Companies that focus on protecting against the penetration of digital networks and the theft, ransom, corruption, or destruction of data.

• Data Privacy & Digital Identity - Companies providing the tools and services that verify authorized users and safeguard personal data privacy.

• Digital Infrastructure & Connectivity - Companies that are integral to the development and the buildout of the infrastructure that supports our increasingly connected world.

• Digital Lifestyle - The companies behind our increasingly connected lives.

• Digital Payments - Companies benefitting from the accelerating structural adoption of digital payments and financial technology (FinTech).

• EPS Diplomats - Profitable large capitalization companies proven to produce above-average EPS growth and provide investors with the benefit of multiple expansion.

• EV Transition - Capturing the transition to EVs and related infrastructure from combustion engine vehicles.

• Guilty Pleasure – Companies that produce/provide food and drink products that consumers tend to enjoy regardless of the economic environment and potential long-term health hazards associated with excessive consumption.

• Homebuilding & Materials – Ranging from homebuilders to key building product companies that serve the housing market, this model looks to capture the rising demand for housing, one that should benefit as the Fed returns monetary policy to more normalized levels.

• Market Hedge Model – This basket of daily reset swap-based broad market inverse ETFs protects in the face of market pullbacks, overbought market technicals, and other drivers of market volatility.

• Nuclear Energy & Uranium – Companies that either build and maintain nuclear power plants or are involved in the production of uranium.

• Luxury Buying Boom - Tapping into aspirational buying and affluent buyers amid rising global wealth.

• Rebuilding America - Turning the focused spending on rebuilding US infrastructure into revenue and profits.

• Safety & Security – Targeted exposure to companies that provide goods and services primarily to the Defense and security sectors of the economy.

• Space Economy – Companies that focus on the launch and operation of satellite networks.

The Strategies Behind Our Dividend Income Models

• Monthly Dividend Model – Pretty much what the name indicates – this model invests in companies that pay monthly dividends to shareholders.

• ETF Dividend Model – High-yielding ETFs that provide a range of exposures from domestic equities, international equities, emerging market equities, MLPS, and REITs.

• ETF Enhanced Dividend Model – A group of high-yielding ETFs that utilize options to enhance yield through collecting option income.

Don’t be a stranger

Thanks for reading and if you have a suggestion for an article or book we should read, or a stream we should catch, email us at info@tematicaresearch.com. The same email works if you want to know more about our thematic and targeted exposure models listed above.

Recent Thematic Signals

Just in case you missed a recent communique:

• How This Week’s Data Deluge Could Impact a Fed Rate Decision

  ---

The Strategies Behind Our Thematic Models

• Aging of the Population - Capturing the demographic wave of the aging population and the changing demands it brings with it.

• Artificial Intelligence – Software, chips, and related companies that facilitate the collection and analysis of large data sets and autonomous generation of solutions given non-machine language prompts.

• Cash Strapped Consumers - Companies poised to benefit as consumers stretch the disposable spending dollars they do have.

• CHIPs Act – Capturing the reshoring of the US semiconductor industry and the $52.7 billion poised to be spent on semiconductor manufacturing.

• Cloud Computing – Companies that provide hardware and services that enhance the cloud computing experience for users, such as co-location, security, and edge computing.

• Core Holdings – Companies that reflect economic activity and are large enough to not get pushed around by day-to-day market trends. Low-beta, large-cap names able to better withstand economic turmoil.

• Cybersecurity - Companies that focus on protecting against the penetration of digital networks and the theft, ransom, corruption, or destruction of data.

• Data Privacy & Digital Identity - Companies providing the tools and services that verify authorized users and safeguard personal data privacy.

• Digital Infrastructure & Connectivity - Companies that are integral to the development and the buildout of the infrastructure that supports our increasingly connected world.

• Digital Lifestyle - The companies behind our increasingly connected lives.

• Digital Payments - Companies benefitting from the accelerating structural adoption of digital payments and financial technology (FinTech).

• EPS Diplomats - Profitable large capitalization companies proven to produce above-average EPS growth and provide investors with the benefit of multiple expansion.

• EV Transition - Capturing the transition to EVs and related infrastructure from combustion engine vehicles.

• Guilty Pleasure – Companies that produce/provide food and drink products that consumers tend to enjoy regardless of the economic environment and potential long-term health hazards associated with excessive consumption.

• Homebuilding & Materials – Ranging from homebuilders to key building product companies that serve the housing market, this model looks to capture the rising demand for housing, one that should benefit as the Fed returns monetary policy to more normalized levels.

• Market Hedge Model – This basket of daily reset swap-based broad market inverse ETFs protects in the face of market pullbacks, overbought market technicals, and other drivers of market volatility.

• Nuclear Energy & Uranium – Companies that either build and maintain nuclear power plants or are involved in the production of uranium.

• Luxury Buying Boom - Tapping into aspirational buying and affluent buyers amid rising global wealth.

• Rebuilding America - Turning the focused spending on rebuilding US infrastructure into revenue and profits.

• Safety & Security – Targeted exposure to companies that provide goods and services primarily to the Defense and security sectors of the economy.

• Space Economy – Companies that focus on the launch and operation of satellite networks.

The Strategies Behind Our Dividend Income Models

• Monthly Dividend Model – Pretty much what the name indicates – this model invests in companies that pay monthly dividends to shareholders.

• ETF Dividend Model – High-yielding ETFs that provide a range of exposures from domestic equities, international equities, emerging market equities, MLPS, and REITs.

• ETF Enhanced Dividend Model – A group of high-yielding ETFs that utilize options to enhance yield through collecting option income.

Don’t be a stranger

Thanks for reading and if you have a suggestion for an article or book we should read, or a stream we should catch, email us at info@tematicaresearch.com. The same email works if you want to know more about our thematic and targeted exposure models listed above.

Recent Thematic Signals

Just in case you missed a recent communique:

• 📺 Why Is The Market Ignoring the July Core CPI Print

• 📖 Last Week's Signals Today

• 📺 The Age of Tariffs is Upon Us

• 📖 Exemption Relief Over Trump Chip Tariffs Continues the Market Climb

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The Strategies Behind Our Thematic Models

• Aging of the Population - Capturing the demographic wave of the aging population and the changing demands it brings with it.

• Artificial Intelligence – Software, chips, and related companies that facilitate the collection and analysis of large data sets and autonomous generation of solutions given non-machine language prompts.

• Cash Strapped Consumers - Companies poised to benefit as consumers stretch the disposable spending dollars they do have.

• CHIPs Act – Capturing the reshoring of the US semiconductor industry and the $52.7 billion poised to be spent on semiconductor manufacturing.

• Cloud Computing – Companies that provide hardware and services that enhance the cloud computing experience for users, such as co-location, security, and edge computing.

• Core Holdings – Companies that reflect economic activity and are large enough to not get pushed around by day-to-day market trends. Low-beta, large-cap names able to better withstand economic turmoil.

• Cybersecurity - Companies that focus on protecting against the penetration of digital networks and the theft, ransom, corruption, or destruction of data.

• Data Privacy & Digital Identity - Companies providing the tools and services that verify authorized users and safeguard personal data privacy.

• Digital Infrastructure & Connectivity - Companies that are integral to the development and the buildout of the infrastructure that supports our increasingly connected world.

• Digital Lifestyle - The companies behind our increasingly connected lives.

• Digital Payments - Companies benefitting from the accelerating structural adoption of digital payments and financial technology (FinTech).

• EPS Diplomats - Profitable large capitalization companies proven to produce above-average EPS growth and provide investors with the benefit of multiple expansion.

• EV Transition - Capturing the transition to EVs and related infrastructure from combustion engine vehicles.

• Guilty Pleasure – Companies that produce/provide food and drink products that consumers tend to enjoy regardless of the economic environment and potential long-term health hazards associated with excessive consumption.

• Homebuilding & Materials – Ranging from homebuilders to key building product companies that serve the housing market, this model looks to capture the rising demand for housing, one that should benefit as the Fed returns monetary policy to more normalized levels.

• Market Hedge Model – This basket of daily reset swap-based broad market inverse ETFs protects in the face of market pullbacks, overbought market technicals, and other drivers of market volatility.

• Nuclear Energy & Uranium – Companies that either build and maintain nuclear power plants or are involved in the production of uranium.

• Luxury Buying Boom - Tapping into aspirational buying and affluent buyers amid rising global wealth.

• Rebuilding America - Turning the focused spending on rebuilding US infrastructure into revenue and profits.

• Safety & Security – Targeted exposure to companies that provide goods and services primarily to the Defense and security sectors of the economy.

• Space Economy – Companies that focus on the launch and operation of satellite networks.

The Strategies Behind Our Dividend Income Models

• Monthly Dividend Model – Pretty much what the name indicates – this model invests in companies that pay monthly dividends to shareholders.

• ETF Dividend Model – High-yielding ETFs that provide a range of exposures from domestic equities, international equities, emerging market equities, MLPS, and REITs.

• ETF Enhanced Dividend Model – A group of high-yielding ETFs that utilize options to enhance yield through collecting option income.

Don’t be a stranger

Thanks for reading and if you have a suggestion for an article or book we should read, or a stream we should catch, email us at info@tematicaresearch.com. The same email works if you want to know more about our thematic and targeted exposure models listed above.

Recent Thematic Signals

Just in case you missed a recent communique:

• Last Week's Signals Today

• The Age of Tariffs is Upon Us

• Exemption Relief Over Trump Chip Tariffs Continues the Market Climb

• Signals Here, Get Your Tematica Model Signals Here

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The Strategies Behind Our Thematic Models

• Aging of the Population - Capturing the demographic wave of the aging population and the changing demands it brings with it.

• Artificial Intelligence – Software, chips, and related companies that facilitate the collection and analysis of large data sets and autonomous generation of solutions given non-machine language prompts.

• Cash Strapped Consumers - Companies poised to benefit as consumers stretch the disposable spending dollars they do have.

• CHIPs Act – Capturing the reshoring of the US semiconductor industry and the $52.7 billion poised to be spent on semiconductor manufacturing.

• Cloud Computing – Companies that provide hardware and services that enhance the cloud computing experience for users, such as co-location, security, and edge computing.

• Core Holdings – Companies that reflect economic activity and are large enough to not get pushed around by day-to-day market trends. Low-beta, large-cap names able to better withstand economic turmoil.

• Cybersecurity - Companies that focus on protecting against the penetration of digital networks and the theft, ransom, corruption, or destruction of data.

• Data Privacy & Digital Identity - Companies providing the tools and services that verify authorized users and safeguard personal data privacy.

• Digital Infrastructure & Connectivity - Companies that are integral to the development and the buildout of the infrastructure that supports our increasingly connected world.

• Digital Lifestyle - The companies behind our increasingly connected lives.

• Digital Payments - Companies benefitting from the accelerating structural adoption of digital payments and financial technology (FinTech).

• EPS Diplomats - Profitable large capitalization companies proven to produce above-average EPS growth and provide investors with the benefit of multiple expansion.

• EV Transition - Capturing the transition to EVs and related infrastructure from combustion engine vehicles.

• Guilty Pleasure – Companies that produce/provide food and drink products that consumers tend to enjoy regardless of the economic environment and potential long-term health hazards associated with excessive consumption.

• Homebuilding & Materials – Ranging from homebuilders to key building product companies that serve the housing market, this model looks to capture the rising demand for housing, one that should benefit as the Fed returns monetary policy to more normalized levels.

• Market Hedge Model – This basket of daily reset swap-based broad market inverse ETFs protects in the face of market pullbacks, overbought market technicals, and other drivers of market volatility.

• Nuclear Energy & Uranium – Companies that either build and maintain nuclear power plants or are involved in the production of uranium.

• Luxury Buying Boom - Tapping into aspirational buying and affluent buyers amid rising global wealth.

• Rebuilding America - Turning the focused spending on rebuilding US infrastructure into revenue and profits.

• Safety & Security – Targeted exposure to companies that provide goods and services primarily to the Defense and security sectors of the economy.

• Space Economy – Companies that focus on the launch and operation of satellite networks.

The Strategies Behind Our Dividend Income Models

• Monthly Dividend Model – Pretty much what the name indicates – this model invests in companies that pay monthly dividends to shareholders.

• ETF Dividend Model – High-yielding ETFs that provide a range of exposures from domestic equities, international equities, emerging market equities, MLPS, and REITs.

• ETF Enhanced Dividend Model – A group of high-yielding ETFs that utilize options to enhance yield through collecting option income.

Don’t be a stranger

Thanks for reading and if you have a suggestion for an article or book we should read, or a stream we should catch, email us at info@tematicaresearch.com. The same email works if you want to know more about our thematic and targeted exposure models listed above.

Recent Thematic Signals

Just in case you missed a recent communique:

• Exemption Relief Over Trump Chip Tariffs Continues the Market Climb

• Signals Here, Get Your Tematica Model Signals Here

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The Strategies Behind Our Thematic Models

• Aging of the Population - Capturing the demographic wave of the aging population and the changing demands it brings with it.

• Artificial Intelligence – Software, chips, and related companies that facilitate the collection and analysis of large data sets and autonomous generation of solutions given non-machine language prompts.

• Cash Strapped Consumers - Companies poised to benefit as consumers stretch the disposable spending dollars they do have.

• CHIPs Act – Capturing the reshoring of the US semiconductor industry and the $52.7 billion poised to be spent on semiconductor manufacturing.

• Cloud Computing – Companies that provide hardware and services that enhance the cloud computing experience for users, such as co-location, security, and edge computing.

• Core Holdings – Companies that reflect economic activity and are large enough to not get pushed around by day-to-day market trends. Low-beta, large-cap names able to better withstand economic turmoil.

• Cybersecurity - Companies that focus on protecting against the penetration of digital networks and the theft, ransom, corruption, or destruction of data.

• Data Privacy & Digital Identity - Companies providing the tools and services that verify authorized users and safeguard personal data privacy.

• Digital Infrastructure & Connectivity - Companies that are integral to the development and the buildout of the infrastructure that supports our increasingly connected world.

• Digital Lifestyle - The companies behind our increasingly connected lives.

• Digital Payments - Companies benefitting from the accelerating structural adoption of digital payments and financial technology (FinTech).

• EPS Diplomats - Profitable large capitalization companies proven to produce above-average EPS growth and provide investors with the benefit of multiple expansion.

• EV Transition - Capturing the transition to EVs and related infrastructure from combustion engine vehicles.

• Guilty Pleasure – Companies that produce/provide food and drink products that consumers tend to enjoy regardless of the economic environment and potential long-term health hazards associated with excessive consumption.

• Homebuilding & Materials – Ranging from homebuilders to key building product companies that serve the housing market, this model looks to capture the rising demand for housing, one that should benefit as the Fed returns monetary policy to more normalized levels.

• Market Hedge Model – This basket of daily reset swap-based broad market inverse ETFs protects in the face of market pullbacks, overbought market technicals, and other drivers of market volatility.

• Nuclear Energy & Uranium – Companies that either build and maintain nuclear power plants or are involved in the production of uranium.

• Luxury Buying Boom - Tapping into aspirational buying and affluent buyers amid rising global wealth.

• Rebuilding America - Turning the focused spending on rebuilding US infrastructure into revenue and profits.

• Safety & Security – Targeted exposure to companies that provide goods and services primarily to the Defense and security sectors of the economy.

• Space Economy – Companies that focus on the launch and operation of satellite networks.

The Strategies Behind Our Dividend Income Models

• Monthly Dividend Model – Pretty much what the name indicates – this model invests in companies that pay monthly dividends to shareholders.

• ETF Dividend Model – High-yielding ETFs that provide a range of exposures from domestic equities, international equities, emerging market equities, MLPS, and REITs.

• ETF Enhanced Dividend Model – A group of high-yielding ETFs that utilize options to enhance yield through collecting option income.

Don’t be a stranger

Thanks for reading and if you have a suggestion for an article or book we should read, or a stream we should catch, email us at info@tematicaresearch.com. The same email works if you want to know more about our thematic and targeted exposure models listed above.

Chris also updates us on second-half 2025 EPS expectations for the S&P 500 following last week’s Big Tech results, and why the direction of that revision may surprise you. We also share which earnings reports we’ll be paying close attention to and how they relate to our thematic strategies.

Recent Thematic Signals

Just in case you missed a recent communique:

• AI and Data Center Spending Confirms the AI Trade is Very Much Alive and Well

• An Overbought Market Faces Big Tech Earnings and Powell

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The Strategies Behind Our Thematic Models

• Aging of the Population - Capturing the demographic wave of the aging population and the changing demands it brings with it.

• Artificial Intelligence – Software, chips, and related companies that facilitate the collection and analysis of large data sets and autonomous generation of solutions given non-machine language prompts.

• Cash Strapped Consumers - Companies poised to benefit as consumers stretch the disposable spending dollars they do have.

• CHIPs Act – Capturing the reshoring of the US semiconductor industry and the $52.7 billion poised to be spent on semiconductor manufacturing.

• Cloud Computing – Companies that provide hardware and services that enhance the cloud computing experience for users, such as co-location, security, and edge computing.

• Core Holdings – Companies that reflect economic activity and are large enough to not get pushed around by day-to-day market trends. Low-beta, large-cap names able to better withstand economic turmoil.

• Cybersecurity - Companies that focus on protecting against the penetration of digital networks and the theft, ransom, corruption, or destruction of data.

• Data Privacy & Digital Identity - Companies providing the tools and services that verify authorized users and safeguard personal data privacy.

• Digital Infrastructure & Connectivity - Companies that are integral to the development and the buildout of the infrastructure that supports our increasingly connected world.

• Digital Lifestyle - The companies behind our increasingly connected lives.

• Digital Payments - Companies benefitting from the accelerating structural adoption of digital payments and financial technology (FinTech).

• EPS Diplomats - Profitable large capitalization companies proven to produce above-average EPS growth and provide investors with the benefit of multiple expansion.

• EV Transition - Capturing the transition to EVs and related infrastructure from combustion engine vehicles.

• Guilty Pleasure – Companies that produce/provide food and drink products that consumers tend to enjoy regardless of the economic environment and potential long-term health hazards associated with excessive consumption.

• Homebuilding & Materials – Ranging from homebuilders to key building product companies that serve the housing market, this model looks to capture the rising demand for housing, one that should benefit as the Fed returns monetary policy to more normalized levels.

• Market Hedge Model – This basket of daily reset swap-based broad market inverse ETFs protects in the face of market pullbacks, overbought market technicals, and other drivers of market volatility.

• Nuclear Energy & Uranium – Companies that either build and maintain nuclear power plants or are involved in the production of uranium.

• Luxury Buying Boom - Tapping into aspirational buying and affluent buyers amid rising global wealth.

• Rebuilding America - Turning the focused spending on rebuilding US infrastructure into revenue and profits.

• Safety & Security – Targeted exposure to companies that provide goods and services primarily to the Defense and security sectors of the economy.

• Space Economy – Companies that focus on the launch and operation of satellite networks.

The Strategies Behind Our Dividend Income Models

• Monthly Dividend Model – Pretty much what the name indicates – this model invests in companies that pay monthly dividends to shareholders.

• ETF Dividend Model – High-yielding ETFs that provide a range of exposures from domestic equities, international equities, emerging market equities, MLPS, and REITs.

• ETF Enhanced Dividend Model – A group of high-yielding ETFs that utilize options to enhance yield through collecting option income.

Don’t be a stranger

Thanks for reading and if you have a suggestion for an article or book we should read, or a stream we should catch, email us at info@tematicaresearch.com. The same email works if you want to know more about our thematic and targeted exposure models listed above.

Recent Thematic Signals

Just in case you missed a recent communique:

• Earnings Season Ramps Up as Trump’s August 1 Deadline Approaches

• Earnings Continue, Flash July PMI Ahead, Trump to Visit Powell

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The Strategies Behind Our Thematic Models

• Aging of the Population - Capturing the demographic wave of the aging population and the changing demands it brings with it.

• Artificial Intelligence – Software, chips, and related companies that facilitate the collection and analysis of large data sets and autonomous generation of solutions given non-machine language prompts.

• Cash Strapped Consumers - Companies poised to benefit as consumers stretch the disposable spending dollars they do have.

• CHIPs Act – Capturing the reshoring of the US semiconductor industry and the $52.7 billion poised to be spent on semiconductor manufacturing.

• Cloud Computing – Companies that provide hardware and services that enhance the cloud computing experience for users, such as co-location, security, and edge computing.

• Core Holdings – Companies that reflect economic activity and are large enough to not get pushed around by day-to-day market trends. Low-beta, large-cap names able to better withstand economic turmoil.

• Cybersecurity - Companies that focus on protecting against the penetration of digital networks and the theft, ransom, corruption, or destruction of data.

• Data Privacy & Digital Identity - Companies providing the tools and services that verify authorized users and safeguard personal data privacy.

• Digital Infrastructure & Connectivity - Companies that are integral to the development and the buildout of the infrastructure that supports our increasingly connected world.

• Digital Lifestyle - The companies behind our increasingly connected lives.

• Digital Payments - Companies benefitting from the accelerating structural adoption of digital payments and financial technology (FinTech).

• EPS Diplomats - Profitable large capitalization companies proven to produce above-average EPS growth and provide investors with the benefit of multiple expansion.

• EV Transition - Capturing the transition to EVs and related infrastructure from combustion engine vehicles.

• Guilty Pleasure – Companies that produce/provide food and drink products that consumers tend to enjoy regardless of the economic environment and potential long-term health hazards associated with excessive consumption.

• Homebuilding & Materials – Ranging from homebuilders to key building product companies that serve the housing market, this model looks to capture the rising demand for housing, one that should benefit as the Fed returns monetary policy to more normalized levels.

• Market Hedge Model – This basket of daily reset swap-based broad market inverse ETFs protects in the face of market pullbacks, overbought market technicals, and other drivers of market volatility.

• Nuclear Energy & Uranium – Companies that either build and maintain nuclear power plants or are involved in the production of uranium.

• Luxury Buying Boom - Tapping into aspirational buying and affluent buyers amid rising global wealth.

• Rebuilding America - Turning the focused spending on rebuilding US infrastructure into revenue and profits.

• Safety & Security – Targeted exposure to companies that provide goods and services primarily to the Defense and security sectors of the economy.

• Space Economy – Companies that focus on the launch and operation of satellite networks.

The Strategies Behind Our Dividend Income Models

• Monthly Dividend Model – Pretty much what the name indicates – this model invests in companies that pay monthly dividends to shareholders.

• ETF Dividend Model – High-yielding ETFs that provide a range of exposures from domestic equities, international equities, emerging market equities, MLPS, and REITs.

• ETF Enhanced Dividend Model – A group of high-yielding ETFs that utilize options to enhance yield through collecting option income.

Don’t be a stranger

Thanks for reading and if you have a suggestion for an article or book we should read, or a stream we should catch, email us at info@tematicaresearch.com. The same email works if you want to know more about our thematic and targeted exposure models listed above.

Recent Thematic Signals

Just in case you missed a recent communique:

• Will Q3 Guidance Feel The Brunt of Trump’s…

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

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The Strategies Behind Our Thematic Models

• Aging of the Population - Capturing the demographic wave of the aging population and the changing demands it brings with it.

• Artificial Intelligence – Software, chips, and related companies that facilitate the collection and analysis of large data sets and autonomous generation of solutions given non-machine language prompts.

• Cash Strapped Consumers - Companies poised to benefit as consumers stretch the disposable spending dollars they do have.

• CHIPs Act – Capturing the reshoring of the US semiconductor industry and the $52.7 billion poised to be spent on semiconductor manufacturing.

• Cloud Computing – Companies that provide hardware and services that enhance the cloud computing experience for users, such as co-location, security, and edge computing.

• Core Holdings – Companies that reflect economic activity and are large enough to not get pushed around by day-to-day market trends. Low-beta, large-cap names able to better withstand economic turmoil.

• Cybersecurity - Companies that focus on protecting against the penetration of digital networks and the theft, ransom, corruption, or destruction of data.

• Data Privacy & Digital Identity - Companies providing the tools and services that verify authorized users and safeguard personal data privacy.

• Digital Infrastructure & Connectivity - Companies that are integral to the development and the buildout of the infrastructure that supports our increasingly connected world.

• Digital Lifestyle - The companies behind our increasingly connected lives.

• EPS Diplomats - Profitable large capitalization companies proven to produce above-average EPS growth and provide investors with the benefit of multiple expansion.

• EV Transition - Capturing the transition to EVs and related infrastructure from combustion engine vehicles.

• Guilty Pleasure – Companies that produce/provide food and drink products that consumers tend to enjoy regardless of the economic environment and potential long-term health hazards associated with excessive consumption.

• Homebuilding & Materials – Ranging from homebuilders to key building product companies that serve the housing market, this model looks to capture the rising demand for housing, one that should benefit as the Fed returns monetary policy to more normalized levels.

• Market Hedge Model – This basket of daily reset swap-based broad market inverse ETFs protects in the face of market pullbacks, overbought market technicals, and other drivers of market volatility.

• Nuclear Energy & Uranium – Companies that either build and maintain nuclear power plants or are involved in the production of uranium.

• Luxury Buying Boom - Tapping into aspirational buying and affluent buyers amid rising global wealth.

• Rebuilding America - Turning the focused spending on rebuilding US infrastructure into revenue and profits.

• Safety & Security – Targeted exposure to companies that provide goods and services primarily to the Defense and security sectors of the economy.

• Space Economy – Companies that focus on the launch and operation of satellite networks.

The Strategies Behind Our Dividend Income Models

• Monthly Dividend Model – Pretty much what the name indicates – this model invests in companies that pay monthly dividends to shareholders.

• ETF Dividend Model – High-yielding ETFs that provide a range of exposures from domestic equities, international equities, emerging market equities, MLPS, and REITs.

• ETF Enhanced Dividend Model – A group of high-yielding ETFs that utilize options to enhance yield through collecting option income.

Don’t be a stranger

Thanks for reading and if you have a suggestion for an article or book we should read, or a stream we should catch, email us at info@tematicaresearch.com. The same email works if you want to know more about our thematic and targeted exposure models listed above.

Recent Thematic Signals

Just in case you missed a recent communique:

• Trade Deal Realities Bring Potential Market Headwinds

• TSM Revenue Soars, Multiple Models Leading the Market QTD

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The Strategies Behind Our Thematic Models

• Aging of the Population - Capturing the demographic wave of the aging population and the changing demands it brings with it.

• Artificial Intelligence – Software, chips, and related companies that facilitate the collection and analysis of large data sets and autonomous generation of solutions given non-machine language prompts.

• Cash Strapped Consumers - Companies poised to benefit as consumers stretch the disposable spending dollars they do have.

• CHIPs Act – Capturing the reshoring of the US semiconductor industry and the $52.7 billion poised to be spent on semiconductor manufacturing.

• Cloud Computing – Companies that provide hardware and services that enhance the cloud computing experience for users, such as co-location, security, and edge computing.

• Core Holdings – Companies that reflect economic activity and are large enough to not get pushed around by day-to-day market trends. Low-beta, large-cap names able to better withstand economic turmoil.

• Cybersecurity - Companies that focus on protecting against the penetration of digital networks and the theft, ransom, corruption, or destruction of data.

• Data Privacy & Digital Identity - Companies providing the tools and services that verify authorized users and safeguard personal data privacy.

• Digital Infrastructure & Connectivity - Companies that are integral to the development and the buildout of the infrastructure that supports our increasingly connected world.

• Digital Lifestyle - The companies behind our increasingly connected lives.

• EPS Diplomats - Profitable large capitalization companies proven to produce above-average EPS growth and provide investors with the benefit of multiple expansion.

• EV Transition - Capturing the transition to EVs and related infrastructure from combustion engine vehicles.

• Guilty Pleasure – Companies that produce/provide food and drink products that consumers tend to enjoy regardless of the economic environment and potential long-term health hazards associated with excessive consumption.

• Homebuilding & Materials – Ranging from homebuilders to key building product companies that serve the housing market, this model looks to capture the rising demand for housing, one that should benefit as the Fed returns monetary policy to more normalized levels.

• Market Hedge Model – This basket of daily reset swap-based broad market inverse ETFs protects in the face of market pullbacks, overbought market technicals, and other drivers of market volatility.

• Nuclear Energy & Uranium – Companies that either build and maintain nuclear power plants or are involved in the production of uranium.

• Luxury Buying Boom - Tapping into aspirational buying and affluent buyers amid rising global wealth.

• Rebuilding America - Turning the focused spending on rebuilding US infrastructure into revenue and profits.

• Safety & Security – Targeted exposure to companies that provide goods and services primarily to the Defense and security sectors of the economy.

• Space Economy – Companies that focus on the launch and operation of satellite networks.

The Strategies Behind Our Dividend Income Models

• Monthly Dividend Model – Pretty much what the name indicates – this model invests in companies that pay monthly dividends to shareholders.

• ETF Dividend Model – High-yielding ETFs that provide a range of exposures from domestic equities, international equities, emerging market equities, MLPS, and REITs.

• ETF Enhanced Dividend Model – A group of high-yielding ETFs that utilize options to enhance yield through collecting option income.

Don’t be a stranger

Thanks for reading and if you have a suggestion for an article or book we should read, or a stream we should catch, email us at info@tematicaresearch.com. The same email works if you want to know more about our thematic and targeted exposure models listed above.

Recent Thematic Signals

Just in case you missed a recent communique:

• June 8: Last Week's Thematic Signals

• Layoffs Heat Back Up, May PMI Data Points to Inflation Doing the Same

• OECD Cuts 2025 GDP Outlook, TSM Reiterates AI Strength

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The Strategies Behind Our Thematic Models

• Aging of the Population - Capturing the demographic wave of the aging population and the changing demands it brings with it.

• Artificial Intelligence – Software, chips, and related companies that facilitate the collection and analysis of large data sets and autonomous generation of solutions given non-machine language prompts.

• Cash Strapped Consumers - Companies poised to benefit as consumers stretch the disposable spending dollars they do have.

• CHIPs Act – Capturing the reshoring of the US semiconductor industry and the $52.7 billion poised to be spent on semiconductor manufacturing.

• Cloud Computing – Companies that provide hardware and services that enhance the cloud computing experience for users, such as co-location, security, and edge computing.

• Core Holdings – Companies that reflect economic activity and are large enough to not get pushed around by day-to-day market trends. Low-beta, large-cap names able to better withstand economic turmoil.

• Cybersecurity - Companies that focus on protecting against the penetration of digital networks and the theft, ransom, corruption, or destruction of data.

• Data Privacy & Digital Identity - Companies providing the tools and services that verify authorized users and safeguard personal data privacy.

• Digital Infrastructure & Connectivity - Companies that are integral to the development and the buildout of the infrastructure that supports our increasingly connected world.

• Digital Lifestyle - The companies behind our increasingly connected lives.

• EPS Diplomats - Profitable large capitalization companies proven to produce above-average EPS growth and provide investors with the benefit of multiple expansion.

• EV Transition - Capturing the transition to EVs and related infrastructure from combustion engine vehicles.

• Guilty Pleasure – Companies that produce/provide food and drink products that consumers tend to enjoy regardless of the economic environment and potential long-term health hazards associated with excessive consumption.

• Homebuilding & Materials – Ranging from homebuilders to key building product companies that serve the housing market, this model looks to capture the rising demand for housing, one that should benefit as the Fed returns monetary policy to more normalized levels.

• Market Hedge Model – This basket of daily reset swap-based broad market inverse ETFs protects in the face of market pullbacks, overbought market technicals, and other drivers of market volatility.

• Nuclear Energy & Uranium – Companies that either build and maintain nuclear power plants or are involved in the production of uranium.

• Luxury Buying Boom - Tapping into aspirational buying and affluent buyers amid rising global wealth.

• Rebuilding America - Turning the focused spending on rebuilding US infrastructure into revenue and profits.

• Safety & Security – Targeted exposure to companies that provide goods and services primarily to the Defense and security sectors of the economy.

• Space Economy – Companies that focus on the launch and operation of satellite networks.

The Strategies Behind Our Dividend Income Models

• Monthly Dividend Model – Pretty much what the name indicates – this model invests in companies that pay monthly dividends to shareholders.

• ETF Dividend Model – High-yielding ETFs that provide a range of exposures from domestic equities, international equities, emerging market equities, MLPS, and REITs.

• ETF Enhanced Dividend Model – A group of high-yielding ETFs that utilize options to enhance yield through collecting option income.

Don’t be a stranger

Thanks for reading and if you have a suggestion for an article or book we should read, or a stream we should catch, email us at info@tematicaresearch.com. The same email works if you want to know more about our thematic and targeted exposure models listed above.

Recent Thematic Signals

Just in case you missed a recent communique:

• Enjoy the Court’s Tariff Ruling, Brace for Trump’s Response

• Trump Pushes Off EU Tariff Deadline, Lifting Equity Futures, but…

The Strategies Behind Our Thematic Models

• Aging of the Population - Capturing the demographic wave of the aging population and the changing demands it brings with it.

• Artificial Intelligence – Software, chips, and related companies that facilitate the collection and analysis of large data sets and autonomous generation of solutions given non-machine language prompts.

• Cash Strapped Consumers - Companies poised to benefit as consumers stretch the disposable spending dollars they do have.

• CHIPs Act – Capturing the reshoring of the US semiconductor industry and the $52.7 billion poised to be spent on semiconductor manufacturing.

• Cloud Computing – Companies that provide hardware and services that enhance the cloud computing experience for users, such as co-location, security, and edge computing.

• Core Holdings – Companies that reflect economic activity and are large enough to not get pushed around by day-to-day market trends. Low-beta, large-cap names able to better withstand economic turmoil.

• Cybersecurity - Companies that focus on protecting against the penetration of digital networks and the theft, ransom, corruption, or destruction of data.

• Data Privacy & Digital Identity - Companies providing the tools and services that verify authorized users and safeguard personal data privacy.

• Digital Infrastructure & Connectivity - Companies that are integral to the development and the buildout of the infrastructure that supports our increasingly connected world.

• Digital Lifestyle - The companies behind our increasingly connected lives.

• EPS Diplomats - Profitable large capitalization companies proven to produce above-average EPS growth and provide investors with the benefit of multiple expansion.

• EV Transition - Capturing the transition to EVs and related infrastructure from combustion engine vehicles.

• Guilty Pleasure – Companies that produce/provide food and drink products that consumers tend to enjoy regardless of the economic environment and potential long-term health hazards associated with excessive consumption.

• Homebuilding & Materials – Ranging from homebuilders to key building product companies that serve the housing market, this model looks to capture the rising demand for housing, one that should benefit as the Fed returns monetary policy to more normalized levels.

• Market Hedge Model – This basket of daily reset swap-based broad market inverse ETFs protects in the face of market pullbacks, overbought market technicals, and other drivers of market volatility.

• Nuclear Energy & Uranium – Companies that either build and maintain nuclear power plants or are involved in the production of uranium.

• Luxury Buying Boom - Tapping into aspirational buying and affluent buyers amid rising global wealth.

• Rebuilding America - Turning the focused spending on rebuilding US infrastructure into revenue and profits.

• Safety & Security – Targeted exposure to companies that provide goods and services primarily to the Defense and security sectors of the economy.

• Space Economy – Companies that focus on the launch and operation of satellite networks.

The Strategies Behind Our Dividend Income Models

• Monthly Dividend Model – Pretty much what the name indicates – this model invests in companies that pay monthly dividends to shareholders.

• ETF Dividend Model – High-yielding ETFs that provide a range of exposures from domestic equities, international equities, emerging market equities, MLPS, and REITs.

• ETF Enhanced Dividend Model – A group of high-yielding ETFs that utilize options to enhance yield through collecting option income.

Don’t be a stranger

Thanks for reading and if you have a suggestion for an article or book we should read, or a stream we should catch, email us at info@tematicaresearch.com. The same email works if you want to know more about our thematic and targeted exposure models listed above.

Recent Thematic Signals

Just in case you missed a recent communique:

• What To Watch as The Market Nears Being Overbought

• April Inflation & Retail Sales Data Ahead, But Why…

The Strategies Behind Our Thematic Models

• Aging of the Population - Capturing the demographic wave of the aging population and the changing demands it brings with it.

• Artificial Intelligence – Software, chips, and related companies that facilitate the collection and analysis of large data sets and autonomous generation of solutions given non-machine language prompts.

• Cash Strapped Consumers - Companies poised to benefit as consumers stretch the disposable spending dollars they do have.

• CHIPs Act – Capturing the reshoring of the US semiconductor industry and the $52.7 billion poised to be spent on semiconductor manufacturing.

• Cloud Computing – Companies that provide hardware and services that enhance the cloud computing experience for users, such as co-location, security, and edge computing.

• Core Holdings – Companies that reflect economic activity and are large enough to not get pushed around by day-to-day market trends. Low-beta, large-cap names able to better withstand economic turmoil.

• Cybersecurity - Companies that focus on protecting against the penetration of digital networks and the theft, ransom, corruption, or destruction of data.

• Data Privacy & Digital Identity - Companies providing the tools and services that verify authorized users and safeguard personal data privacy.

• Digital Infrastructure & Connectivity - Companies that are integral to the development and the buildout of the infrastructure that supports our increasingly connected world.

• Digital Lifestyle - The companies behind our increasingly connected lives.

• EPS Diplomats - Profitable large capitalization companies proven to produce above-average EPS growth and provide investors with the benefit of multiple expansion.

• EV Transition - Capturing the transition to EVs and related infrastructure from combustion engine vehicles.

• Guilty Pleasure – Companies that produce/provide food and drink products that consumers tend to enjoy regardless of the economic environment and potential long-term health hazards associated with excessive consumption.

• Homebuilding & Materials – Ranging from homebuilders to key building product companies that serve the housing market, this model looks to capture the rising demand for housing, one that should benefit as the Fed returns monetary policy to more normalized levels.

• Market Hedge Model – This basket of daily reset swap-based broad market inverse ETFs protects in the face of market pullbacks, overbought market technicals, and other drivers of market volatility.

• Nuclear Energy & Uranium – Companies that either build and maintain nuclear power plants or are involved in the production of uranium.

• Luxury Buying Boom - Tapping into aspirational buying and affluent buyers amid rising global wealth.

• Rebuilding America - Turning the focused spending on rebuilding US infrastructure into revenue and profits.

• Safety & Security – Targeted exposure to companies that provide goods and services primarily to the Defense and security sectors of the economy.

• Space Economy – Companies that focus on the launch and operation of satellite networks.

The Strategies Behind Our Dividend Income Models

• Monthly Dividend Model – Pretty much what the name indicates – this model invests in companies that pay monthly dividends to shareholders.

• ETF Dividend Model – High-yielding ETFs that provide a range of exposures from domestic equities, international equities, emerging market equities, MLPS, and REITs.

• ETF Enhanced Dividend Model – A group of high-yielding ETFs that utilize options to enhance yield through collecting option income.

Don’t be a stranger

Thanks for reading and if you have a suggestion for an article or book we should read, or a stream we should catch, email us at info@tematicaresearch.com. The same email works if you want to know more about our thematic and targeted exposure models listed above.

Recent Thematic Signals

Just in case you missed a recent communique:

• May 11: Last Week's Thematic Reads

• Tariffs Continue to Take Their Toll as We Wait for the Fed

The Strategies Behind Our Thematic Models

• Aging of the Population - Capturing the demographic wave of the aging population and the changing demands it brings with it.

• Artificial Intelligence – Software, chips, and related companies that facilitate the collection and analysis of large data sets and autonomous generation of solutions given non-machine language prompts.

• Cash Strapped Consumers - Companies poised to benefit as consumers stretch the disposable spending dollars they do have.

• CHIPs Act – Capturing the reshoring of the US semiconductor industry and the $52.7 billion poised to be spent on semiconductor manufacturing.

• Cloud Computing – Companies that provide hardware and services that enhance the cloud computing experience for users, such as co-location, security, and edge computing.

• Core Holdings – Companies that reflect economic activity and are large enough to not get pushed around by day-to-day market trends. Low-beta, large-cap names able to better withstand economic turmoil.

• Cybersecurity - Companies that focus on protecting against the penetration of digital networks and the theft, ransom, corruption, or destruction of data.

• Data Privacy & Digital Identity - Companies providing the tools and services that verify authorized users and safeguard personal data privacy.

• Digital Infrastructure & Connectivity - Companies that are integral to the development and the buildout of the infrastructure that supports our increasingly connected world.

• Digital Lifestyle - The companies behind our increasingly connected lives.

• EPS Diplomats - Profitable large capitalization companies proven to produce above-average EPS growth and provide investors with the benefit of multiple expansion.

• EV Transition - Capturing the transition to EVs and related infrastructure from combustion engine vehicles.

• Guilty Pleasure – Companies that produce/provide food and drink products that consumers tend to enjoy regardless of the economic environment and potential long-term health hazards associated with excessive consumption.

• Homebuilding & Materials – Ranging from homebuilders to key building product companies that serve the housing market, this model looks to capture the rising demand for housing, one that should benefit as the Fed returns monetary policy to more normalized levels.

• Market Hedge Model – This basket of daily reset swap-based broad market inverse ETFs protects in the face of market pullbacks, overbought market technicals, and other drivers of market volatility.

• Nuclear Energy & Uranium – Companies that either build and maintain nuclear power plants or are involved in the production of uranium.

• Luxury Buying Boom - Tapping into aspirational buying and affluent buyers amid rising global wealth.

• Rebuilding America - Turning the focused spending on rebuilding US infrastructure into revenue and profits.

• Safety & Security – Targeted exposure to companies that provide goods and services primarily to the Defense and security sectors of the economy.

• Space Economy – Companies that focus on the launch and operation of satellite networks.

The Strategies Behind Our Dividend Income Models

• Monthly Dividend Model – Pretty much what the name indicates – this model invests in companies that pay monthly dividends to shareholders.

• ETF Dividend Model – High-yielding ETFs that provide a range of exposures from domestic equities, international equities, emerging market equities, MLPS, and REITs.

• ETF Enhanced Dividend Model – A group of high-yielding ETFs that utilize options to enhance yield through collecting option income.

Don’t be a stranger

Thanks for reading and if you have a suggestion for an article or book we should read, or a stream we should catch, email us at info@tematicaresearch.com. The same email works if you want to know more about our thematic and targeted exposure models listed above.

Recent Thematic Signals

Just in case you missed a recent communique:

• May 4: This Week’s Thematic Reads

• Tariffs and Uncertainty Take Their Toll on Corporate Guidance

The Strategies Behind Our Thematic Models

• Aging of the Population - Capturing the demographic wave of the aging population and the changing demands it brings with it.

• Artificial Intelligence – Software, chips, and related companies that facilitate the collection and analysis of large data sets and autonomous generation of solutions given non-machine language prompts.

• Cash Strapped Consumers - Companies poised to benefit as consumers stretch the disposable spending dollars they do have.

• CHIPs Act – Capturing the reshoring of the US semiconductor industry and the $52.7 billion poised to be spent on semiconductor manufacturing.

• Cloud Computing – Companies that provide hardware and services that enhance the cloud computing experience for users, such as co-location, security, and edge computing.

• Core Holdings – Companies that reflect economic activity and are large enough to not get pushed around by day-to-day market trends. Low-beta, large-cap names able to better withstand economic turmoil.

• Cybersecurity - Companies that focus on protecting against the penetration of digital networks and the theft, ransom, corruption, or destruction of data.

• Data Privacy & Digital Identity - Companies providing the tools and services that verify authorized users and safeguard personal data privacy.

• Digital Infrastructure & Connectivity - Companies that are integral to the development and the buildout of the infrastructure that supports our increasingly connected world.

• Digital Lifestyle - The companies behind our increasingly connected lives.

• EPS Diplomats - Profitable large capitalization companies proven to produce above-average EPS growth and provide investors with the benefit of multiple expansion.

• EV Transition - Capturing the transition to EVs and related infrastructure from combustion engine vehicles.

• Guilty Pleasure – Companies that produce/provide food and drink products that consumers tend to enjoy regardless of the economic environment and potential long-term health hazards associated with excessive consumption.

• Homebuilding & Materials – Ranging from homebuilders to key building product companies that serve the housing market, this model looks to capture the rising demand for housing, one that should benefit as the Fed returns monetary policy to more normalized levels.

• Market Hedge Model – This basket of daily reset swap-based broad market inverse ETFs protects in the face of market pullbacks, overbought market technicals, and other drivers of market volatility.

• Nuclear Energy & Uranium – Companies that either build and maintain nuclear power plants or are involved in the production of uranium.

• Luxury Buying Boom - Tapping into aspirational buying and affluent buyers amid rising global wealth.

• Rebuilding America - Turning the focused spending on rebuilding US infrastructure into revenue and profits.

• Safety & Security – Targeted exposure to companies that provide goods and services primarily to the Defense and security sectors of the economy.

• Space Economy – Companies that focus on the launch and operation of satellite networks.

The Strategies Behind Our Dividend Income Models

• Monthly Dividend Model – Pretty much what the name indicates – this model invests in companies that pay monthly dividends to shareholders.

• ETF Dividend Model – High-yielding ETFs that provide a range of exposures from domestic equities, international equities, emerging market equities, MLPS, and REITs.

• ETF Enhanced Dividend Model – A group of high-yielding ETFs that utilize options to enhance yield through collecting option income.

Don’t be a stranger

Thanks for reading and if you have a suggestion for an article or book we should read, or a stream we should catch, email us at info@tematicaresearch.com. The same email works if you want to know more about our thematic and targeted exposure models listed above.

Recent Thematic Signals

Just in case you missed a recent communique:

China & the European Union Push Back on Trade Talk Progress

Tariff Impacts Showing up in Guidance

The Strategies Behind Our Thematic Models

• Aging of the Population - Capturing the demographic wave of the aging population and the changing demands it brings with it.

• Artificial Intelligence – Software, chips, and related companies that facilitate the collection and analysis of large data sets and autonomous generation of solutions given non-machine language prompts.

• Cash Strapped Consumers - Companies poised to benefit as consumers stretch the disposable spending dollars they do have.

• CHIPs Act – Capturing the reshoring of the US semiconductor industry and the $52.7 billion poised to be spent on semiconductor manufacturing.

• Cloud Computing – Companies that provide hardware and services that enhance the cloud computing experience for users, such as co-location, security, and edge computing.

• Core Holdings – Companies that reflect economic activity and are large enough to not get pushed around by day-to-day market trends. Low-beta, large-cap names able to better withstand economic turmoil.

• Cybersecurity - Companies that focus on protecting against the penetration of digital networks and the theft, ransom, corruption, or destruction of data.

• Data Privacy & Digital Identity - Companies providing the tools and services that verify authorized users and safeguard personal data privacy.

• Digital Infrastructure & Connectivity - Companies that are integral to the development and the buildout of the infrastructure that supports our increasingly connected world.

• Digital Lifestyle - The companies behind our increasingly connected lives.

• EPS Diplomats - Profitable large capitalization companies proven to produce above-average EPS growth and provide investors with the benefit of multiple expansion.

• EV Transition - Capturing the transition to EVs and related infrastructure from combustion engine vehicles.

• Guilty Pleasure – Companies that produce/provide food and drink products that consumers tend to enjoy regardless of the economic environment and potential long-term health hazards associated with excessive consumption.

• Homebuilding & Materials – Ranging from homebuilders to key building product companies that serve the housing market, this model looks to capture the rising demand for housing, one that should benefit as the Fed returns monetary policy to more normalized levels.

• Market Hedge Model – This basket of daily reset swap-based broad market inverse ETFs protects in the face of market pullbacks, overbought market technicals, and other drivers of market volatility.

• Nuclear Energy & Uranium – Companies that either build and maintain nuclear power plants or are involved in the production of uranium.

• Luxury Buying Boom - Tapping into aspirational buying and affluent buyers amid rising global wealth.

• Rebuilding America - Turning the focused spending on rebuilding US infrastructure into revenue and profits.

• Safety & Security – Targeted exposure to companies that provide goods and services primarily to the Defense and security sectors of the economy.

• Space Economy – Companies that focus on the launch and operation of satellite networks.

The Strategies Behind Our Dividend Income Models

• Monthly Dividend Model – Pretty much what the name indicates – this model invests in companies that pay monthly dividends to shareholders.

• ETF Dividend Model – High-yielding ETFs that provide a range of exposures from domestic equities, international equities, emerging market equities, MLPS, and REITs.

• ETF Enhanced Dividend Model – A group of high-yielding ETFs that utilize options to enhance yield through collecting option income.

Don’t be a stranger

Thanks for reading and if you have a suggestion for an article or book we should read, or a stream we should catch, email us at info@tematicaresearch.com. The same email works if you want to know more about our thematic and targeted exposure models listed above.

Recent Thematic Signals

Just in case you missed a recent communique:

• Powell’s No Rate Cut Brings Trump Ire

• China’s Evolving Trade Playbook, Trump’s Chip Move, and Investor Gloom

The Strategies Behind Our Thematic Models

• Aging of the Population - Capturing the demographic wave of the aging population and the changing demands it brings with it.

• Artificial Intelligence – Software, chips, and related companies that facilitate the collection and analysis of large data sets and autonomous generation of solutions given non-machine language prompts.

• Cash Strapped Consumers - Companies poised to benefit as consumers stretch the disposable spending dollars they do have.

• CHIPs Act – Capturing the reshoring of the US semiconductor industry and the $52.7 billion poised to be spent on semiconductor manufacturing.

• Cloud Computing – Companies that provide hardware and services that enhance the cloud computing experience for users, such as co-location, security, and edge computing.

• Core Holdings – Companies that reflect economic activity and are large enough to not get pushed around by day-to-day market trends. Low-beta, large-cap names able to better withstand economic turmoil.

• Cybersecurity - Companies that focus on protecting against the penetration of digital networks and the theft, ransom, corruption, or destruction of data.

• Data Privacy & Digital Identity - Companies providing the tools and services that verify authorized users and safeguard personal data privacy.

• Digital Infrastructure & Connectivity - Companies that are integral to the development and the buildout of the infrastructure that supports our increasingly connected world.

• Digital Lifestyle - The companies behind our increasingly connected lives.

• EPS Diplomats - Profitable large capitalization companies proven to produce above-average EPS growth and provide investors with the benefit of multiple expansion.

• EV Transition - Capturing the transition to EVs and related infrastructure from combustion engine vehicles.

• Guilty Pleasure – Companies that produce/provide food and drink products that consumers tend to enjoy regardless of the economic environment and potential long-term health hazards associated with excessive consumption.

• Homebuilding & Materials – Ranging from homebuilders to key building product companies that serve the housing market, this model looks to capture the rising demand for housing, one that should benefit as the Fed returns monetary policy to more normalized levels.

• Market Hedge Model – This basket of daily reset swap-based broad market inverse ETFs protects in the face of market pullbacks, overbought market technicals, and other drivers of market volatility.

• Nuclear Energy & Uranium – Companies that either build and maintain nuclear power plants or are involved in the production of uranium.

• Luxury Buying Boom - Tapping into aspirational buying and affluent buyers amid rising global wealth.

• Rebuilding America - Turning the focused spending on rebuilding US infrastructure into revenue and profits.

• Safety & Security – Targeted exposure to companies that provide goods and services primarily to the Defense and security sectors of the economy.

• Space Economy – Companies that focus on the launch and operation of satellite networks.

The Strategies Behind Our Dividend Income Models

• Monthly Dividend Model – Pretty much what the name indicates – this model invests in companies that pay monthly dividends to shareholders.

• ETF Dividend Model – High-yielding ETFs that provide a range of exposures from domestic equities, international equities, emerging market equities, MLPS, and REITs.

• ETF Enhanced Dividend Model – A group of high-yielding ETFs that utilize options to enhance yield through collecting option income.

Don’t be a stranger

Thanks for reading and if you have a suggestion for an article or book we should read, or a stream we should catch, email us at info@tematicaresearch.com. The same email works if you want to know more about our thematic and targeted exposure models listed above.