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Narrations of a Sector ETF Operator | Rising Geo-Political Tensions a Test for the Bull Case

June 15, 2025 Escalations in the Middle East on the heels of a bout of global trade realignment sets up a scenario straight out of an economics case study.  Oil prices have risen (albeit from lows of the cycle, while equities in the very near-term have sold off along with US Treasuries at the long […]

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

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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Thematic Thursday Report: An Overview of Thematic ETF Performance, January 9. 2025

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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XLE Energy SPDR September Outlook—We turned negative on XLE in early August, and we continue to recommend XLE as a short position for September

Despite some rotation away from Mega Cap. Growth, we haven’t seen any sustained benefits to XLE in the short or intermediate term.

XLE Energy SPDR September Outlook—We turned negative on XLE in early August, and we continue to recommend XLE as a short position for September Read More »

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