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  • Tematica Select Model Suite Midday Update (Oct-15-2025)

    Tematica Select Model Suite Midday Update (Oct-15-2025)
    Oct 15 2025
    Recent Thematic SignalsJust in case you missed a recent communique:* Last Week’s Signals and Some Model Confirmation Points* September Update - AI & Data Center Ecosystem* September Update - Tematica Select Digital Infrastructure Model (DIGI)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.* Cash Strapped Consumers - Companies poised to benefit as consumers stretch the disposable spending dollars they do have.* 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 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.* 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 AI & Data Center Ecosystem Models* 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.* 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.* Digital Infrastructure & Connectivity - Companies that are integral to the development and the buildout of the infrastructure that supports our increasingly connected world.* Nuclear Energy & Uranium – Companies that either build and maintain nuclear power plants or are involved in the production of uranium.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 strangerThanks 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.Thank you for reading Tematica Signals. This post is public so feel free to share it. Get full access to Tematica Signals at tematica.substack.com/subscribe
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    7 Min.
  • Tematica Select Model Suite Midday Update (Oct-08-2025)

    Tematica Select Model Suite Midday Update (Oct-08-2025)
    Oct 8 2025
    Recent Thematic SignalsJust in case you missed a recent communique:* September Update - AI & Data Center Ecosystem* September Update - Tematica Select Digital Infrastructure Model (DIGI)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 strangerThanks 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.Thank you for reading Tematica Signals. This post is public so feel free to share it. Get full access to Tematica Signals at tematica.substack.com/subscribe
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    5 Min.
  • Government Shutdown or No Government Shutdown?

    Government Shutdown or No Government Shutdown?
    Sep 30 2025
    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 strangerThanks 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.Thank you for reading Tematica Signals. This post is public so feel free to share it. Get full access to Tematica Signals at tematica.substack.com/subscribe
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    8 Min.
  • September Flash PMI and Powell Takes the Stage

    September Flash PMI and Powell Takes the Stage
    Sep 23 2025
    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 strangerThanks 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.Thank you for reading Tematica Signals. This post is public so feel free to share it. Get full access to Tematica Signals at tematica.substack.com/subscribe
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    5 Min.
  • How This Week's Data Deluge Could Impact a Fed Decision

    How This Week's Data Deluge Could Impact a Fed Decision
    Sep 2 2025
    Aging PopulationMore than 4 million boomers will hit 80 in the next five years, and occupancy at both active adult and assisted living communities is already rising fast. This comes as annual inventory growth in senior housing just dropped below 1%, the first time that’s happened since the National Investment Center for Seniors Housing and Care began tracking the metric in 2006. Read more hereAmerica is aging, and it’s not ready, according to new research. With the country getting older, researchers at Northeastern University set out to investigate whether access to essential services like grocery stores, health care, and housing are equally accessible for America’s aging population. In a new paper, they not only found disparities in access but, more worryingly, a gap in infrastructure and policy to help America’s aging population now and in the future. Read more hereArtificial IntelligenceThe widespread adoption of artificial intelligence could add up to $16 trillion to the value of the US stock market, according to a leading Wall Street investment bank. Morgan Stanley said in a major study that it was “fundamentally bullish” about the economic gains from wide-scale adoption of AI technology and its impact on employment, productivity and market valuation of firms. The bank estimated that AI had the potential to add almost 30 per cent to the long-term valuation of the S&P 500 — a benchmark of America’s largest companies — worth about $13 billion to $16 billion. “Corporate adoption of AI has the capacity to reshape the future of work. Our analysis suggests S&P 500 companies could accrue annual net benefits totalling some $920 billion,” Stephen Byrd, equity strategist at Morgan Stanley, said. “AI is more than a tool for efficiency. It’s a transformative force that could unlock entirely new sources of growth, productivity, and innovation.” Read more hereA new global survey from Generation, the employment nonprofit that trains and places people into meaningful careers, reveals how entry-level workers are rapidly adopting AI tools – while also exposing some divides between those confidently using AI and those not yet there… Entry-level employees are using AI for a broad range of tasks. In the tech sector, for example, 67% of respondents use AI for multiple functions – including learning (61%), content creation (49%), and administrative tasks (44%). In customer service and sales, content creation (43%) and learning (35%) are the top uses. Read more hereThe Securities and Exchange Commission (SEC) has announced the launch of a new Artificial Intelligence (AI) Task Force aimed at advancing innovation and operational efficiency through the responsible use of AI. Valerie Szczepanik, SEC’s recently appointed Chief AI Officer, will lead the initiative. Read more hereCash-Strapped Consumer“Consumers are showing resilience despite a cautious mood,” said Phil Rist, EVP-Strategic Initiatives, Prosper Insights & Analytics. “As they manage their budgets carefully, merchants can expect a value-driven shopper who is selective but willing to spend where it matters most.” Read more hereTwenty-two percent of all consumers, and 31% of paycheck-to-paycheck consumers, were unable to purchase food items because they were out of stock or no longer sold in the U.S. Read more hereCybersecurity, Data Privacy & Digital IdentityGoogle has 1.8 billion Gmail users worldwide, and the company recently issued a major warning to all of those users about a "new wave of threats" to cybersecurity, given the advancements in artificial intelligence. Read more hereThis summer, Russia’s hackers put a new twist on the barrage of phishing emails sent to Ukrainians. The hackers included an attachment containing an artificial intelligence program. If installed, it would automatically search the victims’ computers for sensitive files to send back to Moscow. Read more hereOrange Belgium, a subsidiary of telecommunications giant Orange Group, disclosed on Wednesday that attackers who breached its systems in July have stolen the data of approximately 850,000 customers. Read more hereHuman resources giant Workday has disclosed a data breach after attackers gained access to a third-party customer relationship management (CRM) platform in a recent social engineering attack. Read more hereDigital InfrastructureVantage Data Centers is expanding in Texas with a new gigawatt-scale campus outside Abilene. The company this week announced plans to develop a 1.4GW data center campus in Shackelford County, Texas. Situated on 1,200 acres, Vantage’s Frontier campus is set to be the largest across its global portfolio, with the project set to be its biggest investment to date, totaling more than $25 billion. Read more hereIn the same conversation, he said in comments first reported by Bloomberg: “You should expect OpenAI to spend trillions of dollars on infrastructure in the not very distant future. And you should ...
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    4 Min.
  • Thematic Signals Vol 7 #19

    Thematic Signals Vol 7 #19
    Nov 11 2023

    In this edition of Thematic Signals, we get into the state of the beverage market with Todd Gibson Co-Founder and CEO of Yerbaé Brands (YERBF). Founded in 2017, the company takes its name from the South American yerba mate plant which co-founders Scott and Karrie Gibson realized was one of nature’s cleanest sources of caffeine and set about to produce an all-around better for customers and the planet product. Yerbaé is headquartered in Scottsdale, Arizona, and trades over the counter here in the United States under the ticker YERBF.

    This conversation is provided for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities. Tematica Research was paid $15,000 by CDMG to conduct this interview. CDMG provides marketing services to Prairie and as part of those services seeks media outlets such as this podcast to discuss the company. The information described herein is taken from sources that we believe to be reliable, but we do not guarantee the accuracy and completeness of such information. Statements made are subject to change and may change without notice. Neither the company presented, nor the sponsoring third-party has reviewed or approved the content of this podcast. Listeners who want to learn more about Yerbaé Brands may want to start with the company’s latest Investor Presentation available on the company’s Investor Relations website.



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    38 Min.
  • Thematic Signals Vol. 7, #12

    Thematic Signals Vol. 7, #12
    May 22 2023

    On this edition of Thematic Signals, we chat with

    * Mike Jenkins, CEO of Orion Energy (OESX), and

    * Kathleen Connors, the head of electric-vehicle charging business Voltrek, which was acquired by Orion in October of last year.

    This conversation builds on recent Signals that touched on lithium battery technology and the expected lithium shortage fueled by the rise of EVs but also growing power storage demands.

    Founded in 1996, Orion boasts a "flexible manufacturing" approach for its lighting services and its growth into maintenance and now EV charging. Orion's core business is its light-emitting diode (LED) installation services, and during their chat, Jenkins shares how cost savings and carbon footprint concerns are driving that business. He also touched on antimicrobial lighting products and the lighting industry. In addition, Jenkins describes why Orion bought Voltrek.

    Connors explains the tailwinds behind the EV charging business. While headlines focus on public funding that sees the buildout of EV charging in 2024 ramp considerably, Connors discusses how private funding is driving that market today. She describes the typical build-out for an EV charging project, and how Voltrek works with its various partners, including ChargePoint (CHPT). Finally, Conners shares which EV best replicates the combustion engine driving experience.

    Please note that while we find the Orion Energy story very interesting from a thematic perspective, listeners should use this interview for informational purposes only. In no way does this conversation constitute investment advice of any kind. For more see the following disclosure: https://rb.gy/kvfisc. Listeners who want to learn more about Orion Energy can visit its Investor Relations website.



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    41 Min.
  • Thematic Signals Vol 7, #11

    Thematic Signals Vol 7, #11
    May 8 2023

    We at Tematica have long acknowledged that pain points tend to give rise to opportunities that can benefit properly positioned companies. With interest in growing storage needs and the expanding electric vehicle market driving demand for batteries, we spoke with Ron Dutt, Chairman of the Board and CEO of Flux Power (FLUX).

    We chatted with Ron about Flux’s overall commercial vehicle battery business and its position within the warehouse forklift and airport ground support vehicle segments.

    During our conversation, Ron talked about what he sees happening in these end markets, the impact of Chile’s recent lithium nationalization announcement (and the possibility of an OPEC for lithium), and the importance of battery energy density. Ron touched on recent FLUX share price action including the company’s regional bank exposure (or lack of it), and what investors should be paying attention to when analyzing FLUX.

    Folks that want to know more about FLUX and its markets should review Flux Power’s latest profile presentation.

    Please note that while we find the Flux Power story a very interesting one from a thematic perspective, listeners should use this interview for informational purposes only. In no way does this conversation constitute investment advice of any kind. For more see the following disclosure: https://rb.gy/kvfisc. Listeners who want to learn more about Flux Power can visit its Investor Relations website.



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    20 Min.