Weekly Issue: A number of Thematic Leaders delivered outsized returns during Q1

Weekly Issue: A number of Thematic Leaders delivered outsized returns during Q1

As we close the books on the barn burning March quarter for stocks, risks remain as we head into the March quarter earnings season. A number of Thematic Leaders delivered outsized returns during the March quarter, and we recap several positions that have been in the news including Apple, Universal Display and others.

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Weekly Issue: Putting on Our Apron After a Barn-Burner of a March

Weekly Issue: Putting on Our Apron After a Barn-Burner of a March

As we close the books on the barn burning March quarter for stocks, risks remain as we head into the March quarter earnings season. A number of Thematic Leaders delivered outsized returns during the March quarter, and we recap several positions that have been in the news including Apple, Universal Display and others. We are adding a new position in Blue Apron shares at Tematica Options+, and recapping confirming news for our short position in Veeco Instruments.

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