Thematic Thursday

Thematic Thursday: US vs. Ex-US Performance Dynamic Starting to Cut Across Themes

Thematic Thursday / Patrick Torbert / KWEB

May 22, 2025 Global trade dynamics have impacted almost every aspect of the global equity market in 2025. Investors have concerns about aggregate economic impact on growth, inflation concerns due to rising trade barriers, infrastructure and supply chain sourcing and the availability of labor. One way that has manifested across investment themes is by bifurcating […]

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KWEB

Thematic Thursday: Is Alternative Energy Still Alternative?

Thematic Thursday / Patrick Torbert

May 8, 2025 If you’re of a certain age you remember the record store. Whether vinyl, cassette or compact disc, all of recorded music was physically laid out by genre. At the risk of dating myself, I was all about the music scene and the record store as a teen in the 1990’s. A most

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Thematic Thursday: Internet ETF’s Showing Early Signs of Recovery

Thematic Thursday / Patrick Torbert / DOCU, MSFT, RDDT

April 24, 2025 US equities have had a good week on optimism around trade war reconciliation. Positive catalysts included acknowledgement that escalating tariffs on China would be “unsustainable” by Treasury Secretary Bessent. News that US/Japan talks shows progress and reports that lowering tariffs on China were in consideration. These developments surfaced as earnings season struck

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DOCU, MSFT, RDDT

Thematic Thursday: Infrastructure Stocks Outperform as Value Themes Emerge in 2025

Thematic Thursday / Patrick Torbert / CEG, IBE-MC, IGF-USA, TRGP

April 17, 2025 US equities are in risk-off mode. Last week’s rally on the first round of conciliatory developments between the US and ex-China trading partners has dissipated as investors shift to discounting the US/China trade conflict. Restrictions on semiconductor exports have already crimped NVDA and TSMC while continued selling in Mag7 shares has been

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CEG, IBE-MC, IGF-USA, TRGP

Thematic Thursday: Risk Appetite Flows Overseas

Analysis, Thematic Thursday / Patrick Torbert / 241-HK, 6618-HK, BABA, KWEB

March 6, 2025 US equities are in risk-off mode. Uncertainty around US implementation of Tariffs has opened the door for more speculative money to flow overseas as US equities continue what is developing into a deeper correction in the near-term. Utilities, Real Estate, Staples and Healthcare stocks are outperforming Large, Mid and Small Cap. benchmarks

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241-HK, 6618-HK, BABA, KWEB

Thematic Thursday Report: Crypto Funds & Coins Nearing Intermediate-term Support, We take a Look at BLOK

Analysis, Analysis, Thematic Thursday / Patrick Torbert

February 27, 2025 This week we’re looking at Crypto ETFs. The coins and related equities were strong through last November’s election but have been retracing gains over the past 3 months. We evaluate the trends to determine where we think opportunities may lie. Bitcoin Near-term Oversold The BTC:USD chart (below) shows the coin bouncing from

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Thematic Thursday Report: Millennial Consumer Fund (MILN) Deep Dive

Analysis, Thematic Thursday / Patrick Torbert / MILN

February 13, 2025 We are excited to introduce a new flavor of our “Thematic Thursday” cyclical, the Deep Dive, where we look through to the stocks and fundamental characteristics that are driving performance in the most notable thematic funds. MILN: A Standout Performer over the Past 6-Months We start our new feature with MILN, the

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MILN

Thematic Thursday Report: Growth Focused Themes still in the Driver’s Seat, January 30. 2025

Analysis, Thematic Thursday / Patrick Torbert

One of the most popular categories of funds available to investors are those offering thematic exposure. This category leverages a specific theme or themes that have gained traction economically and within popular culture. Thematic ETFs range from the speculative (ARKX Space Exploration & Innovation ETF) to things we take for granted (Global X Infrastructure Development

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