Tematica

Just finished recording the latest Ange on Wall Street (but this time in Virginia!) with @TematicaRsrch CIO @ChrisJVersace. Find out why he says @Apple and @PalantirTech are a buy... even in these times Can't wait to share it with you all! riverside.com/shared/snapsho… #RiversideFM

8 Key Items Shaping the Stock Market Monday: S&P 500 Levels to Watch $MS on global equities, #Oil #Trump #Iran #KhargIsland $PLTR $SYY A hat tip to @JayWoods3 #SP500 And other headlines are moving the stock market this morning. @TSProPortfolio @TheStreet_Pro tsp-wa.azurewebsites.net/posts/8-key-it…

8 Key Items Shaping the Stock Market Friday U.S.-#Iran escalation #oil and #gold prices, #inflation data a potential #SupremeCourt #tariff ruling, and other headlines are moving stocks this morning. #investment #signals pro.thestreet.com/portfolio/8-ke…

8 Key Items Shaping the Stock Market Tuesday Important #SP500 levels, $WBD $PARA $NFLX drama More price increases coming #inflation #Fed 🐮#beef prices $WEN $SHAK and other headlines are moving stocks early. #investing @TheStreetPro @ChrisJVersace pro.thestreet.com/portfolio/8-ke…

Always a good conversation with @NPetallides @SchwabNetwork. This time around we discussed #AI and #software stocks, what could drive the #SP500 higher, #bitcoin #gold and more. youtu.be/W9VpDXrxy80?si…

8 Key Items Shaping the Stock Market Wednesday Key support levels for the #SP500, the $Meta $NVDA deal, $PANW fall, and other market-moving headlines this morning. pro.thestreet.com/portfolio/8-ke…

8 Key Items Shaping the Stock Market Wednesday January job numbers, #Gold and #silver prices, #bitcoin #Trump-#Iran-#Netanyahu $AMZN $CVS $WBA $RAD $KR $ACI $QXO $HD $LOW $BLDR $BUD $TAP and more are moving stocks and the @TSProPortfolio Portfolio today. @TheStreetPro pro.thestreet.com/portfolio/8-ke…

These 8 Items Are Shaping the Stock Market Monday Wall Street’s #SuperBowl superstition the '#Takaichi trade' #GOLD rebounds, and more headlines moving the market today. #investing #signals @TheStreetPro @ChrisJVersace pro.thestreet.com/portfolio/thes…

23 Portfolio Signals Across 8 of Our Themes Let's scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings. #aging #AI #consumer #Cybersecurity #privacy #Infrastructure #electricity #Defense #Security #signals #investing @TematicaRsrch @TSProPortfolio @TheStreetPro pro.thestreet.com/portfolio/23-p…

Getting ready to join @NPetallides @SchwabNetwork to kick off the trading day. Much to discuss as earnings season heats up, trade questions abound, and the market waits for the non-event Fed Meeting. #TuneIn @TSProPortfolio @TheStreetPro

8 Items Shaping the Market and Our Holdings Tuesday Here are the key issues influencing how the stock market and certain stocks will start the trading day. #shutdown #dollar #yen #trade #tariffs #Medicare #healthcare #winterstorm #meta $DAL $CVS $UNH $HUN @TheStreetPro @TSProPortfolio pro.thestreet.com/portfolio/8-it…

"…data from the latest CAIO Report shows that firms have effectively settled the debate over the use of agentic AI. What is changing now is how much authority companies are willing to give these systems and how quickly they are putting them to work. Across industries, executives are shifting from cautious interest to active deployment, with implications for how they build products, serve customers and make operational decisions. The findings point to a market that has crossed a threshold, where trust, adoption and scale are advancing in tandem rather than sequentially." #ai #agenticAI #enterprise @DivesTech @munster_gene @TheStreetPro pymnts.com/study_posts/ag…

.@ChrisJVersace, CIO of @TematicaRsrch, joins @JD_Durkin to discuss Netflix $NFLX earnings, the Warner Bros. Discovery situation, and what investors need to see next as competition heats up in digital advertising.

@ChrisJVersace @TematicaRsrch @jd_durkin See the full conversation here: fintech.tv/market-volatil…

Six Strategies Kicking the Stuffing Out of the S&P 500, #signals #investing #SP500 open.substack.com/pub/tematica/p…

Do you think @POTUS will announce his pick for @federalreserve chair before the Fed's next policy decision on January 28? @aztecs99 @Sarge986 @RevShark @Chartfest1 @TFMkts @edponsi @JayWoods3 @fitz_keith @DivesTech @DanielaCambone @BrianSozzi @SPYJared @justLBell

Maybe a thaw, but a #housing boom would require a robust jobs market and lower mortgage rates to improve overall affordability. Per $DHI this morning, it expects sales incentives to remain elevated as affordability issues continue to weigh on demand.

“One reason #cybercrime appears to get worse every year is because hackers continually shift their tactics and cannily adopt new technologies. It happened with #cryptocurrencies and the malicious code known as ransomware. Now it’s happening with #ArtificialInteligence. ” Confirmation of our thesis at @TheStreetPro Portfolio #signals $CIBR @DivesTech

Oops... it may help to actually include the @business article....

"Pay later is no longer a niche solution for cash-strapped consumers, as high earners increasingly use credit card installment plans to manage spending with precision and control… While buy now, pay later (BNPL) remains part of the mix, credit card installment plans are gaining momentum among higher-income users who already have access to traditional credit and are choosing structured payments for strategic reasons." pro.thestreet.com/portfolio/robo…