Trivector Research

Oil is up roughly 55% since mid-December and just briefly touched $100 for the first time since mid-2022. If you're looking to add Energy exposure, the ETF you choose matters more than you think. We graded three popular Energy ETFs — OIH, VDE, and XLE — and found strikingly different risk profiles behind the same "Energy" label. One has a beta-adjusted exposure of 130%. Another is at 50%. Same sector. Very different risk profiles. Interested in the full insight? → email sales@trivectorresearch.com

Gross margins for the median stock among the top 500 US Equities have fallen from 46.4% to 44.5% in just a few months. Meanwhile, bottom-up net margin forecasts are at new highs. How can both be true? Analysts may be embedding AI productivity gains that haven't materialized yet. We break down what this disconnect means for multiples, which sectors are most exposed, and where we see opportunity on both the long and short side. Interested in the full insight? → email sales@trivectorresearch.com

Brent oil has surged more than 50% since mid-December and briefly spiked to nearly $120 yesterday before falling back to ~$90 today. We found 17 instances over the last 40 years where oil spiked more than 35% in three months and studied what happened to the stock market next. The answer isn't great for the bulls. Our Oil Spike Playbook breaks down which sectors historically win and lose after moves like this — and why this time may not follow the usual script. Interested in the full insight? → email sales@trivectorresearch.com

Playing a bit of catch-up, but we published a great insight on Industrials! Email sales@trivectorresearch.com for a peek. Also, don’t miss our next Trivector Takes: us06web.zoom.us/webinar/regist…

Interesting piece earlier this week – we evaluated S&P500 returns, daily, since the beginning of 1928 – what was the takeaway? Email sales@trivectorresearch.com for a peek. Also, don’t miss our next Trivector Takes: us06web.zoom.us/webinar/regist…

Some calm in a volatile market, join Adam for our next Trivector Takes. Mar 9, 2026, 11:00 AM us06web.zoom.us/webinar/regist…

Adam’s evolving view of the financial sector is the topic of an insight this week! Email sales@trivectorresearch.com for a peek.

A quick thank you to all those who attended our Year Ahead Outlook and made it our best attended event ever! If you missed it, email sales@trivectorresearch.com for a replay.

Thanks to @dmoses34 for a great conversation with Adam! youtube.com/watch?v=2Nw64q…

Tune in tonight at 7PM on @scrippsnews to watch the latest episode of The Danny Moses Show. I sit down with @TrivectorR Founder, Adam Parker and of course I give out my @SuperBowl picks via @Kalshi Event Contracts (check them out)

Trivector weekly Navigator is out! Go to trivectorresearch.com for a free trial.

Adam’s videos are one of our most consumed pieces of research – another one is in subscribers' mailboxes! Go to www.trivectorresearch.comfor a free trial. Also sign-up for our monthly webinar and ask a question! us06web.zoom.us/webinar/regist…

In a volatile market, context is important – our Trivector Weekly Dashboard provides just that. Go to trivectorresearch.com for a free trial. Also sign-up for our monthly webinar and ask a question! us06web.zoom.us/webinar/regist…

Lower rates, government policy - Trivector Analyzes ETFs: Today We Compare Two Homebuilders ETFs - ITB and XHB Go to www.trivectorresearch.comfor a free trial. Also sign-up for our monthly webinar and ask a question! us06web.zoom.us/webinar/regist…

In an insight published this week – Adam talks tech themes and how to play them! Go to www.trivectorresearch.comfor a free trial. Also sign-up for our monthly webinar and ask a question! us06web.zoom.us/webinar/regist…

Adam was in Barron’s talking software! “Ten Ways to Look at The Software Sell-off,” as software stocks continue to face valuation pressure amid accelerating AI adoption. Adam noted, history suggests analysts’ 2026 profit margin estimates for many software companies remain too high, increasing the risk of further earnings revisions. Email sales@trivectorresearch.com to start your free trial. barrons.com/articles/servi…

Trivector weekly Navigator is out! Go to trivectorresearch.com for a free trial. Also sign-up for our monthly webinar and ask a question! us06web.zoom.us/webinar/regist…

Great new video from Adam went out this AM to subscribers – visit us at www.trivectorresearch.comand also sign-up for our monthly webinar and ask a question! us06web.zoom.us/webinar/regist…

Adam was featured in Investor’s Business Daily in the article “Indexes End Mixed; Institutional Selling Hits Large Caps; China Stock Gets Visit from Bears.” investors.com/market-trend/t…

Trivector weekly Dashboard is out – what drove the market last week? Looks to be value and low quality… Visit us at trivectorresearch.com for a free trial.