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Thematic Thursday: Investors Are Rotating Back Into AI and Power Infrastructure — While Fading War Hedges

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Thematic investors are rotating decisively back into semiconductors, grid infrastructure, and selective innovation while fading gold, miners, and legacy energy. The 1-week tape is no longer just hedging war risk; it is repositioning for AI demand, power bottlenecks, and selective cyclicality.

Thematic Thursday: Investors Are Rotating Back Into AI and Power Infrastructure — While Fading War Hedges Read More »

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Narrations of a Sector ETF Operator | Week Ended March 27: Navigating Stagflation Signals, Conflict Crosscurrents, and AI Disruption

Macro Mondays, Narrations of a Sector ETF Operator / / , , , , ,

Stagflation signals from March PMIs—business activity at an 11-month low, selling prices rising at the fastest clip since August 2022—favor sectors with pricing power. Energy, utilities, and staples lead defensively, while software remains vulnerable to AI disruption repricing.

Narrations of a Sector ETF Operator | Week Ended March 27: Navigating Stagflation Signals, Conflict Crosscurrents, and AI Disruption Read More »

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