Recent articles

Thematic - Technology losing momentum and relative performance

Thematic - Review of the Consumer Discretionary Group

Thematic - A buy in SMH and ten long ideas in the group

Thematic - Update on Homebuilder shorts

Thematic - Update on Homebuilders

Thematic - Closing Pair Trades: SLAB/XLNX and AIR/HEI

Thematic - Short Kansas City Southern - KSU

Thematic - Short Waste Mgmt - WM

Thematic - Short HEI

Thematic - Short GDDY

Thematic - Pair Trade Idea - Long GOOG short FB

Thematic - Pair Trade Idea - Long EBAY Short ETSY

Thematic - Pair Trade Idea - Long ORCL short TWLO

Thematic - Pair Trade Idea - Long COHR Short MTSC

Thematic - Pair trade ideas in the Semiconductor Group