Tematica Signals
Tematica Research, Mark AbssyThematic data points, musings and other fun stuff.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 592 | Founded | 4 years ago | Last Issue | 9 days ago |
| Active | |||||
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tematica.substack.comLatest Issues
May Update - Tematica Select Digital Infrastructure Model (DIGI)
This model focuses on companies that are integral to the development and the buildout of the infrastructure that supports our increasingly connected world
AI & Data Center Ecosystem Update [May]
Performance attribution and valuation update as of May month end.
Model Factsheet Update [May]
Download All Model Factsheets
The Strategies Behind Our AI & Data Center Ecosystem Models
- Artificial Intelligence – Software, chips, and related companies that facilitate the collection and analysis of large data set...
The Economic Data Week Ahead
Once again, we will be drinking from the economic data firehose this week as we enter a new month. The aggregate picture will furnish a picture filled with fresh insights on inflation and wage data, job creation and layoffs, and indications...
Goldman Says S&P 8,000 — But Is the Rally Running Out of Steam?
This past week, as part of his duties running TheStreet Pro Portfolio, Chris Versace sat down with Julie Gillespie of TipRanks for wide ranging conversation. Topics included:
- Goldman's S&P 8,000 target & overbought market signals
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Subscribers, engagement, traffic and sponsorship for Tematica Signals.
| Subscribers | Engagement | 72 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Thematic research, indices and models.
Head of Indexing at Tematica. Good with letters and numbers, always striving to be more pythonic...
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