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Thematic Thursday: Thematic ETF Rotation Across Time Horizons: 1-, 3-, and 6-Month Perspectives

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January 22, 2026 We’ve built out a database of 382 of the most liquid, US domiciled ETFs across a broad range of thematic categories.  This week, we’re using that resource to analyze thematic fund flow trends over the past 1, 3 and 6-month periods.  The past six months have underscored how thematic ETF leadership is […]

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Thematic Thursday: Nuclear Stocks are the Juice in the Alternative Energy Space

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June 5, 2025 Equities have staged a bullish reversal since early April and we’re seeing nuclear stocks emerge as the new “Juice” trade in the alternative energy space.  Investors are moving off low vol. in favor of higher beta exposure in both Growth and Cyclical areas of the equity market.  In the Alternative Energy space,

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