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Thematic Insights
Thematic ETF Daily Trading Outlook
March 3, 2026
Daily Trading Outlook
BITQ
,
CRPT
,
DAPP
,
IBLC
,
ITB
,
JETS
,
NLR
,
ROKT
,
SLV
,
TOKE
,
UFO
,
URA
,
URNM
Patrick Torbert
Kaleidoscope Thematic Model: March Performance Update
March 2, 2026
Strategies and Models
Patrick Torbert
Thematic ETF Daily Trading Outlook
March 2, 2026
Daily Trading Outlook
BBH
,
ENFR
,
GCOW
,
GDX
,
GLD
,
GNR
,
KOPX
,
NANR
,
SILJ
,
SLV
Patrick Torbert
ETFThemes Institutional Outlook: Flows Towards Hard Assets and Low Vol. Equities Could Intensify on Geopolitical Positioning
March 1, 2026
Analysis
Patrick Torbert
Military conflict with Iran is likely to intensify rotation towards hard assets and lower vol. equity exposures within thematics. Midstream Energy seems particularly attractive and likely to benefit from multiple tailwinds.
Thematic ETF Daily Trading Outlook
February 27, 2026
Daily Trading Outlook
ARKG
,
AWAY
,
BEDZ
,
BUG
,
GDX
,
JETS
,
SILJ
,
WCLD
,
XSW
Patrick Torbert
Thematic ETF Daily Trading Outlook
February 26, 2026
Daily Trading Outlook
BITQ
,
CRPT
,
FDIG
,
FDTX
,
HOMZ
,
IBLC
,
IHAK
,
ITB
,
LABU
,
PAVE
,
ROKT
,
TAN
,
URNM
,
XHB
,
XSW
Patrick Torbert
Thematic ETF Daily Trading Outlook
February 25, 2026
Daily Trading Outlook
CNBS
,
ESPO
,
IDMO
,
KRBN
,
MLPB
,
TPYP
,
WGMI
Patrick Torbert
Thematic ETF Daily Trading Outlook
February 24, 2026
Daily Trading Outlook
GDX
,
GLD
,
IDNA
,
KOPX
,
SBIO
,
SILJ
,
SKYY
,
SLV
,
WCLD
,
WGMI
,
XBI
,
XSW
Patrick Torbert
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