Tematica (@tematicarsrch) 's Twitter Profile
Tematica

@tematicarsrch

Thematic focused research and indexing firm.

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linkhttps://www.tematicaresearch.com calendar_today16-03-2015 14:31:19

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Chris Versace (@chrisjversace) 's Twitter Profile Photo

From my conversation with Jay Woods sorry to say folks but... Like it or not, we might already be in a bear market #investing #stocks... youtu.be/l3gwjnlBD0E?fe… via YouTube TheStreet

Chris Versace (@chrisjversace) 's Twitter Profile Photo

Always a good conversation with Diane King Hall Schwab Network $SHOP $BROS #Fed #tariffs Versace: 'Not a Bad Move to Wait' & Earnings Guidance Amid Tariff Uncertainty schwabnetwork.com/video/versace-…

Schwab Network (@schwabnetwork) 's Twitter Profile Photo

.Chris Versace discusses the significance of tariff talks weighing on company guidance, saying "until we see more trade deals" that management teams will err on the conservative side. He also looks at earnings guidance amid tariff uncertainty.

Chris Versace (@chrisjversace) 's Twitter Profile Photo

In the sixth episode of TheStreet Stocks & Markets podcast, veteran NYSE trader Jay Woods joins TheStreet Pro's portfolio manager Chris Versace to chart the next round of market catalysts. NVIDIA earnings will help shape Wall Street's next move $NVDA $COST $AAPL $GOOS $WMT

Chris Versace (@chrisjversace) 's Twitter Profile Photo

Markets panic, reverse and panic again: What the technicals say now With nothing but volatility guaranteed, what's next for markets? Technical analyst Bob Lang Lang joins TheStreet Pro portfolio manager Chris Versace in the latest episode of TheStreet Stocks & Markets

Tematica (@tematicarsrch) 's Twitter Profile Photo

Tematica’s Mark Abssy takes a quick look at May market performance through the lens of SPY top 10 contributors to return. This week essentially wraps up Q2 earnings, Markit and ISM PMI Composite figures and much more... #stocks #investing #models #ETFs youtu.be/gXbWjIOWYRw?fe…

Tematica (@tematicarsrch) 's Twitter Profile Photo

June 22: Last Week's Thematic Signals If you missed out on this week's signals, we've got you covered #signals #investing open.substack.com/pub/tematica/p…

Chris Versace (@chrisjversace) 's Twitter Profile Photo

.Amazon to #AI: 'You're Hired!', #Coffee Prices Drip, #Electricity Bills Shock, More Investing News Let's scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings. #signals #investing pro.thestreet.com/portfolio/amaz…

Chris Versace (@chrisjversace) 's Twitter Profile Photo

Stocks & Markets Podcast: Secrets of Venture Capital With SuRo Capital's Mark Klein Chris Versace sits down with SuRo's Chairman & CEO to discuss investing in high-growth private companies, monetizing those positions, OpenAI , CoreWeave and BDC #dividends. $SSSS $TTAN $CRWW

Chris Versace (@chrisjversace) 's Twitter Profile Photo

In the latest episode of TheStreet Stocks & Markets Podcast, TheStreet Pro's Chris Versace sits down with Mark Klein, CEO and Chairman of SuRo Capital to discuss how major asset managers identify opportunities in the next wave of next generation companies. #stocks #investing

Tematica (@tematicarsrch) 's Twitter Profile Photo

AI and Data Center Spending Confirms the AI Trade is Very Much Alive and Well On deck, earnings from Apple & Amazon plus upcoming economic data to watch $MSFT $META $AAPL #AI #DataCenter #capex $NVDA open.substack.com/pub/tematica/p…

Mark Abssy (@abssymark) 's Twitter Profile Photo

The July month end Tematica Select Model Suite factsheets are available. Pick your favorite or download them all! As always, we're happy to answer any questions. Chris Versace Tematica Mark Abssy tematica.substack.com/p/models-and-i…

Chris Versace (@chrisjversace) 's Twitter Profile Photo

Always a fun and engaging conversation with Josh Lipton on Yahoo Finance. This time around we talked why we continue to like $AXON shares and its positioning compared to $BYRN finance.yahoo.com/video/buy-axon…

Chris Versace (@chrisjversace) 's Twitter Profile Photo

🎧Always always always a fun and insightful conversation with the main man himself Jay Woods On this week's 🎙️ podcast we chat about near-term market seasonality, key levels to watch on the S&P 500, sectors to avoid and much more. #stocks #investing #SP500 TheStreet

Chris Versace (@chrisjversace) 's Twitter Profile Photo

Latest Consumer AI Adoption Data Shapes Our Thinking on Key Holdings While a clear killer application has yet to emerge, shopping is a potential contender. #AI #GenAI #consumer #shopping ChatGPT $GOOGL $META $AMZN $AAPL $CSCO pro.thestreet.com/portfolio/late…

Chris Versace (@chrisjversace) 's Twitter Profile Photo

Preparing for NVIDIA's Highly Anticipated Earnings How we’re approaching frothy expectations that could leave investors disappointed. $NVDA $HPQ $DELL $SNOW $MDB pro.thestreet.com/portfolio/vide…