Silver, gold miners, cannabis and semiconductors led the latest theme tape, while leveraged biotech, blockchain, travel, clean energy and space lagged as higher oil/yields kept the broader market defensive.
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Hydrogen, blockchain, copper miners, clean energy and semiconductors led the latest theme tape, while biotech, housing, cloud software and select crypto-linked funds lagged as higher oil and CPI risk kept the broader setup defensive.
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Semiconductors and AI infrastructure led the latest theme tape, while cloud software, software and gold miners lagged as higher oil, higher long yields and CPI risk kept the broader setup defensive.
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Blockchain, software, cloud and gold miners led the latest theme tape, while cannabis, leveraged biotech, oil services and travel lagged ahead of the August employment report.
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Precious metals, biotech, blockchain and oil services led the latest theme tape, while cybersecurity, software and cloud lagged despite broader yield stabilization and positive AI compute/capex read-throughs.
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Energy producers, natural gas and biotech led the latest theme tape, while cybersecurity, blockchain, silver miners and software lagged as higher rates, higher oil and AI weakness kept risk appetite cautious.
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Blockchain, oil services and cybersecurity led the latest theme tape, while travel, clean energy, aerospace/defense, China internet and housing lagged as global bond yields and oil moved back to the center of the macro debate.
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Cannabis, internet and gaming led the latest theme tape, while leveraged biotech, blockchain, nuclear/uranium, silver and semiconductors lagged after Warsh’s hawkish Jackson Hole reset lifted front-end yields.
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Cybersecurity, software, cloud and AI-linked growth led the latest theme tape, while cannabis, housing, travel and REITs lagged ahead of Warsh’s Jackson Hole speech.
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MLPs, energy infrastructure and cybersecurity led the latest theme tape, while blockchain, gold miners and crypto-linked ETFs lagged as investors weighed NVDA’s blowout guide against higher rates, oil uncertainty and Jackson Hole risk.
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